Schroders Wealth Management has announced a series of senior appointments across its investment, advisory and regional leadership teams, including the appointment of Wilaf Moore as chief executive of Cazenove Capital for the UK and Channel Islands.
Grace Lavelle has been appointed chief investment officer (CIO), overseeing 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, focusing on some of the firm’s most important client relationships globally.
He will bring together Schroders’ investment, advisory and wealth capabilities for internationally connected families.
The appointments follow the recent naming of Dominic Emmerson as vice chair of Schroders Wealth Management, leading the newly created global family office and wealth advisory business.
Neil De Sousa is joining from HSBC Global Private Banking as head of Middle East and Geneva, leading the firm’s expansion in the Middle East and strengthening links between the region, Geneva and its wider international wealth management platform.
De Sousa most recently led HSBC’s International Global Private Banking business across the MENA, Asia and UK markets in Switzerland.
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 handle an increasingly complex world.
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The needs of our clients are evolving, according to Gregson, and the firm’s 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.
Schroders Wealth Management’s new appointments are part of its strategy to build a strong and experienced team to drive its business forward.
Wilaf Moore brings over 25 years of experience at Schroders and Cazenove Capital, having advised some of the firm’s largest and most complex clients, which will be invaluable in his new role as chief executive of Cazenove Capital for the UK and Channel Islands.
In her new role, Grace Lavelle will oversee the next stage of development for the investment platform, which will involve continuing the firm’s long-term investment approach.
Caspar Rock’s new role as vice chair of Schroders Wealth Management will involve focusing on some of the firm’s most important client relationships globally, which will require him to bring together Schroders’ investment, advisory and wealth capabilities to deliver tailored advice to internationally connected families.
The newly created global family office and wealth advisory business, led by Dominic Emmerson, will bring together wealth advisory, family office and outsourced CIO services.
Neil De Sousa’s appointment as head of Middle East and Geneva will be key in leading the firm’s expansion in the Middle East and strengthening links between the region, Geneva and its wider international wealth management platform.
Schroders Wealth Management’s leadership team restructuring is designed to ensure that the firm is well-positioned to meet the evolving needs of its clients, who are facing an increasingly complex world.
By bringing together the right people, capabilities and technology, Schroders Wealth Management aims to deliver advice that is personal, integrated and built around each client’s ambitions.