Company
Position
Director
Index
HNW Wealth Managers
Location
Greater London
Advice type
Financial planning
Inheritance tax mitigation
Investment management
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Alex May
Spear’s Review
Alex May is a wealth planning director at London-based wealth management firm Cazenove Capital.
The former Featherstone director provides holistic advice on investment, tax, retirement, succession and cash flow planning to an UHNW and HNW clientele.
Typical clients tend to be business owners, finance professionals, private equity partners and investment bankers, as well as those within the sports and media spaces, and May works to ensure they are led to solutions. ‘It’s very much thinking about the desired outcome and how we’re going to get there, rather than trying to put clients into boxes,’ he tells Spear’s.
Rank: Recommended
Recommended 2025, HNW Wealth Managers
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