Schroders Wealth Management makes senior leadership changes
Schroders Wealth Management has announced a series of senior appointments across its investment, advisory and regional leadership teams.
Grace Lavelle has been appointed chief investment officer (CIO).
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In her new role, Lavelle will oversee the next stage of development for the investment platform while continuing the firm’s long-term investment approach.
Caspar Rock, who has spent the past ten years as CIO, has been named vice chair of Schroders Wealth Management.
He will now focus on some of the firm’s most important client relationships globally, bringing together Schroders’ investment, advisory and wealth capabilities for internationally connected families.
The changes also include Wilaf Moore’s appointment as chief executive of Cazenove Capital for the UK and Channel Islands.
Moore has worked at Schroders and Cazenove Capital for more than 25 years and has advised some of the firm’s largest and most complex clients.
The appointments follow the recent naming of Dominic Emmerson as vice chair of Schroders Wealth Management.
Emmerson is leading the newly created global family office and wealth advisory business, which brings together wealth advisory, family office and outsourced CIO services.
Separately, Neil De Sousa is joining from HSBC Global Private Banking as head of Middle East and Geneva.
De Sousa most recently led HSBC’s International Global Private Banking business across the MENA, Asia and UK markets in Switzerland.
At Schroders Wealth Management, he will lead the firm’s expansion in the Middle East and work to strengthen links between the region, Geneva and its wider international wealth management platform.
Schroders Wealth Management CEO Oliver Gregson said: “These appointments reflect both our ambition and our intent. We are building a Wealth Management business that is designed for the future – one that combines trusted relationships, world-class expertise and global connectivity to help clients navigate an increasingly complex world.
“The needs of our clients are evolving. Our role is not simply to respond to that change, but to stay ahead of it – bringing together the right people, capabilities and technology to deliver advice that is personal, integrated and built around each client’s ambitions.”
