Company
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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