Company
Position
Director
Index
HNW Wealth Managers
Location
London
Advice type
Estate planning
Financial planning
Investment strategy
Succession planning
Wealth management
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Jonathan Brownlow
Spear’s Review
Jonathan Brownlow, a wealth planning director at Cazenove Capital, specialises in establishing retirement, succession and estate planning strategies. With a focus on assisting HNW and UHNW clients, he leverages his vast network of specialists in the field of tax, credit and investment to ensure that his clients are provided with the best possible wealth planning solutions.
Brownlow’s 20 years of experience in the field include a position as wealth structuring adviser at the Royal Bank of Canada’s London office, in addition to his role as premier client manager at HSBC, where he created protection, investment and retirement planning strategies. This has afforded him a wealth of expertise in asset management and financial planning in order ‘to create and implement bespoke integrated financial plans to meet [his clients’] personal objectives’.
Rank: Top Recommended

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