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Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Portfolio management

Wealth management

Client type

Charities

Entrepreneurs

Families

UHNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Michael Magnay

Spear’s Review

Michael Magnay, a director at Cazenove Capital since 2021, previously spent more than two decades looking after some of the UK’s most important HNWs at SG Kleinwort Hambros (prior to its acquisition by UBP). 

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 intergenerational 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 [their] next chapter’. 

Rank: Top Recommended

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