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Position

Head of department

Index

UHNW Wealth Managers

Location

London

Advice type

Estate planning

Family governance

Financial planning

Investment strategy

Philanthropy

Wealth management

Client type

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical focus

United Kingdom

James Gladstone

Spear’s Review

According to James Gladstone, head of wealth planning at Cazenove Capital, the firm’s proposition is distinctive and benefits from the support of the broad shoulders of the Schroders group.

‘We understand what it means to protect wealth over the long term,’ he says. ‘We take the time to understand our clients’ circumstances and objectives and develop the right solution for them.’ 

Gladstone has over two decades of experience in financial services, having previously held roles at UBS and Rathbones. His current responsibilities include serving as a trusted adviser to HNW and UHNW families, helping them to navigate their financial lives via investment structuring, estate planning, philanthropy and family governance.

Rank: Top Recommended

Top Recommended 2025, UHNW Wealth Managers

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