Company
Position
Head of department
Index
UHNW Wealth Managers
Location
London
Advice type
Estate planning
Family businesses
Investment strategy
Wealth structuring
Client type
Business owners
Entrepreneurs
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Karan Sejpal
Spear’s Review
Karan Sejpal joined Cazenove Capital in 2019 to develop the firm’s relationship with UK business owners and entrepreneurs. ‘I’ve worked with this community for many years, and understand it well,’ he says. ‘Of course, every business and business owner is different, but I’ve found they often face similar challenges, and are looking for similar answers.’
In addition to a successful tenure at UBS, Sejpal’s impressive CV includes stints at Barclays and Credit Suisse. It’s a level of experience that enables him to provide clients, he says, with ‘everything they need from a wealth manager. A lot of my focus is on helping business owners think through what they want their wealth to achieve and how to structure it in order to do that.’
One part of Sejpal’s vision which mirrors Cazenove’s values is his commitment to sustainable investment strategies, which enable clients to steer clear of harmful and controversial sectors, as well as using investments to positively contribute to solving the world’s problems.
Rank: Top Recommended

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