James Gladstone

Spear’s Review

According to James Gladstone, head of wealth planning at Cazenove Capital, the firm’s proposition is very distinctive and sits on the broad shoulders of the Schroders group.

‘We understand what it means to protect wealth over the long term,’ he says. ‘We take the time to understand our clients’ circumstances and objectives and develop the right solution for them.’ 

Gladstone has 20-plus years’ experience in financial services, including at UBS and Rathbones. Current responsibilities include serving as a trusted adviser to HNW and UHNW families, helping them to navigate their financial lives via investment structuring, estate planning, philanthropy and family governance.