News / expansion

Wealth management firm continues regional expansion with new Bristol office

By Charlie Watts  Monday Jun 5, 2023

One of the UK’s leading wealth management businesses has opened a new office in Bristol to service its growing client base across the South West.

The expansion is part of the regional growth strategy of Cazenove Capital, which has opened three new offices, including in Birmingham and Manchester, since 2020.

The business, which is part of the global asset manager Schroders, has also made 18 new hires dedicated to specific regions across the UK over the past three years.

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

“We’re thrilled to open our new Bristol office, which represents 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.”

Cazenove Capital has opened a new office in 10 Victoria Street, a building that dates from 1875 – photo: 10 Victoria Street

Robert Nye, Cazenove Capital’s regional head for South West & Wales, added: “We are delighted to be opening a permanent new office in the City of Bristol and 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 services.

“A local base helps us to provide our clients with the highly personalised level of service for which Cazenove Capital is well known for.”

Cazenove Capital’s new office in 10 Victoria Street is located in a building that dates from 1875 and was originally home to Platnauer Brothers, watchmakers and jewellers.

The wealth management firm has also partnered with local charity, Creative Youth Network, and will be displaying artwork by its young artists.

Main photo: Cazenove Capital 

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