Cazenove Capital’s Post

In September’s monthly highlights, we share our thoughts on the upcoming Autumn Budget, markets, the benefits of private assets…and introduce our new Group Chief Executive ✨ Read more below. When investing, your capital is at risk. #USEconomy #MarketUpdate #Economics

We're proud to announce that we’re partnering with MBM Commercial LLP, CT: Accountants Advisers, and Eden Scott as a founding partner of Invest2Scale, an annual conference which aims to connect globally ambitious investors with scale-ready Scottish companies. This partnership reflects our commitment to the growth ambitions of companies in Scotland and the entrepreneurial ecosystem. The conference will take place on 23rd October at The Virgin Hotel in Edinburgh, where attendees can enjoy a packed day of thought leadership talks, including a panel led by our Regional Head of Scotland, Bob Hair. For more details of our partnership, click here: https://okt.to/pLqyYT When investing, your capital is at risk. #wealthmanagement #entrepreneurhsip #partnership

Our Cazenove Charities team will be attending the UK Community Foundations Conference in Harrogate on the 8th – 10th October. Our Co-Head of Charities, Tom Montagu-Pollock, and Portfolio Director, Emily Petersen will be holding the session 'Sustainable Private Assets: accessing strong returns with positive impact' on the Wednesday afternoon – a topic which which we know is an area of interest to many of our existing Community Foundation partners. If you’re not able to make the session then please do pop by our stand. Our team will be delighted to see you. When investing, your capital is at risk. #charities #sustainability #privateassets James Brennan Maisie Hobbs Amelia Thornton Ben Minter

A wonderful thank you to all who attended our exclusive breakfast yesterday, co-organised by Trusted Advisor. The day provided a platform for us to candidly discuss the challenges and opportunities for women in leadership roles within the sports, media and entertainment industry. We were treated to fascinating conversations and a panel discussion led by Lois Langton of Howard Kennedy LLP, Annie Hughes of Blick Rothenberg, and our very own, Ella Brown. The morning surpassed all expectations, and we look forward to hosting similar experiences that promote and celebrate professional growth in the future. When investing, your capital is at risk. #WomeninLeadership #NetworkingEvent #WealthManagement Luisa D.

📊 Global equities proved surprisingly resilient in August, eking out a small gain despite significant turbulence early in the month. The bounce-back was spurred largely by positive US economic data and the Federal Reserve's suggestion that rate cuts are on the way. But will they fall as far as markets currently expect? 🗳️ As we approach the US election, the latest polls are looking too close to call. How will a Kamala victory impact the US economy? Read more in our latest Views at a glance: https://okt.to/6r0B7t When investing, your capital is at risk. #MarketOutlook #USEconomy #USElections Grace Lavelle Ahmet Feridun Caspar Rock

A big thank you to everyone who joined us for the Next Gen networking event yesterday at our London office's rooftop terrace. It was a lovely evening, allowing new and established professionals in the private client industry to catch up and connect. 🤝 When investing, your capital is at risk. #NetworkingEvent #PrivateClientIndustry Rachel Sutton, Chartered MCSI Lucie Hughes Lucia St Clair Erskine, Chartered MCSI Stephen Harris, Chartered FCSI

Did you know: Earth’s “overshoot day” for 2024 was 1st August? This day marks the point in the year when we have used up all the resources that the planet regenerates in a year. At this year’s Blue Earth Summit, our Sustainable Solutions Lead, Emilie Shaw MCSI will be participating in a panel discussion “Agents of change: how will business regenerate our planet’s resources?” It’s a critical topic if we are to delay and hopefully one day eliminate the idea of “overshoot day.” Speaking alongside Emilie will be Cyrill Gutsch, Founder of Parley for the Oceans, Sian Sutherland, Founder of A Plastic Planet, Nigel Pocklington, CEO of Good Energy and Keme Nzerem, Founder of Opening Up The Outdoors. We hope to see you there! Find out more about our partnership with Blue Earth here: https://okt.to/EMUaAr When investing, your capital is at risk. #sustainability #impactinvesting #BlueEarthSummit2024 Laura Keeble Harri Evans Estelle Bibby

For UK private equity professionals, changes to the tax on carried interest are anticipated. Detailed plans are expected in the upcoming Budget. You can prepare by reviewing your financial arrangements. Proactive planning could help you offset some of the impact of these changes and help you benefit from the bright future projected for the UK private equity industry. Find out more in our latest article here: https://okt.to/YhENcO When investing, your capital is at risk. #WealthManagement #UKFinance #BudgetReview Stuart Beaver

Kate Leppard, our Head of Client Service, gives her expert insight in Tatler's latest article, “How young athletes should handle new-found wealth”. This timely piece addresses the challenges and opportunities that come with sudden fame and financial growth. Read Kate's recommendations on how sports stars can responsibly navigate this exciting, yet complex, journey: https://okt.to/IP9ROh When investing, your capital is at risk. #wealthmanagement #athletes #financialplanning