Company
Position
Senior director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Wealth planning
Wealth preservation
Client type
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Matthew Taylor
Spear’s Review
Matthew Taylor has a long history with Cazenove Capital, having worked at the firm from 1993 to 2006. After more than a decade at Stonehage Fleming, he rejoined Cazenove as a senior portfolio director in 2017. Throughout his career, Taylor has focused on working closely with a relatively small number of families to ensure that their respective investment requirements are achieved.
In his current role, Taylor adds to the firm’s expertise in the UK UHNW sector.
‘Essentially I consider myself as a “financial social worker”, and my key requirement is to be able to listen thoroughly to the issues that families are dealing with and understand how they impact the different generations and individuals,’ he says.
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