Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Portfolio management

Client Types

Charities

Entrepreneurs

Families

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Michael Magnay

Spear's Review

Michael Magnay, director at Cazenove Capital, formerly spent more than a decade looking after some of the UK’s most important HNWs at Kleinwort Hambros

He has his finger on the entrepreneurial pulse, as advising business owners often involves setting up structures to transition ‘new money’ to the next generation. ‘He runs a number of our key clients, covering entrepreneurs and inter-generational families,’ a former colleague told Spear’s

Magnay has previously said: ‘Volatility comes and goes, corporations wax and wane, crises rear their ugly heads, but if one constructs prudently managed portfolios all storms can be weathered.’

He is proud of Cazenove's place in the wealth management sector and tells Spear's that 'the company helps entrepreneurs to maximise their success not only as a business owner, but during an exit and into your next chapter'. 

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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