Wealth management firm expands into Bristol

Wealth management firm Cazenove Capital is opening a new office in Bristol.

The business, which is part of the Schroders Group, is opening an office to serve its growing client base in Bristol and the South West.

The expansion is part of a regional growth strategy. Since 2020, Cazenove Capital has opened three new offices, including in Birmingham and Manchester. The business has also made 18 new hires dedicated to specific regions across the UK.

Karan Sejpal, head of business owners and entrepreneurs, and head of UK regions, Cazenove Capital, said: “Clients are increasingly looking for a personalised, local service to achieve their long-term financial objectives.

“We are thrilled to open our new Bristol office, representing a significant milestone in our regional growth strategy. By expanding our local office network, it helps us to deepen relationships with a new wave of high and ultra-high-net-worth clients, and better understand their needs.”

The South West has seen significant economic growth over the past decade and has a thriving business community.

Robert Nye, regional head of South West & Wales, Cazenove Capital, said: “We are delighted to be opening a permanent new office in Bristol. We look forward to welcoming clients and professional colleagues for many years to come. The client advisor team will offer a comprehensive range of wealth management services, including investment management, financial planning and banking. A local base helps us to give our clients the highly personalised service for which Cazenove Capital is well-known for.”

The new office in Victoria Street, is located in a building that dates from 1875 and was originally home to Platnauer Brothers – watchmakers and jewellers.

Cazenove Capital has partnered with a local charity, Creative Youth Network, and will be displaying artwork by its young artists. This reflects Cazenove Capital’s ongoing commitment to supporting local communities and promoting emerging talent.