Wealth management firm opens Birmingham office as part of regional expansion

X The Business Desk

Register for free to receive latest news stories direct to your inbox

Register

Cazenove Capital, the UK wealth management arm of Schroders, is set to open a Birmingham office as part of a plan to expand in the regions.

Portfolio directors David Price, Nick Rowlands and Alexander Hobbs join the Midlands team from UBS to form a new Birmingham office, headed up by Price.

Mary-Anne Daly, chief executive at Cazenove Capital, said: “We are pleased to have attracted individuals of this calibre to the firm as part of a strategy to reach a greater number of regional business owners, entrepreneurs and other wealthy families. This increased regional presence will ensure these clients can benefit from personalised local service and the breadth of Cazenove Capital’s investment and wealth planning offering.“

Karan Sejpal, team head responsible for business owners and entrepreneurs and the UK regions said: “We are delighted to welcome David Price and his team to form a new office in Birmingham and to add to our team in Manchester. These latest appointments are an important step towards realising our growth ambitions and harnessing the regional client demand that we are seeing, particularly in the Midlands and the North West.”

Price joins the firm from UBS where he headed the Midlands Region. Prior to that he worked for Credit Suisse in Birmingham. Price has 27 years of financial services experience and 13 years of advising high net worth (HNW) families on their investment strategies and long term wealth planning. He joins as a portfolio director.

Rowlands has worked in financial services since graduating from Rollins College, Florida, where he graduated with a BA in Economics. He brings extensive experience of working with HNW individuals, institutions, trusts and entrepreneurs from his time with AndCo Consulting and UBS. He joins as a portfolio manager.

Alexander Hobbs also joins from UBS in Birmingham. He has 13 years’ experience in the wealth management industry having held a number of senior roles across the Midlands at UBS, Deutsche Bank and Brown Shipley. Hobbs joins as an associate portfolio manager.

Close