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Company

Cazenove Capital

Index

UHNW Wealth Managers

Wealth Managers

Location

London, United Kingdom

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Karan Sejpal

Description

Karan Sejpal joined Cazenove Capital in 2019 to develop the firm’s franchise with UK business owners and entrepreneurs. It’s been an ‘obvious highlight over the past year’, he says, and he arrived at the firm just in time to ‘get my feet under the table before lockdown started’.

‘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.’ As well as UBS, Sejpal’s impressive CV includes stints at Barclays and Credit Suisse. It’s a level of experience that enables him to provide clients 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.’ Along with discretionary and advisory investment services, Cazenove Capital offers wealth planning, deposit-taking and lending. The firm is a long-term investor, with a focus on preserving and growing clients’ wealth – driven by the priorities, aspirations and personal values of its clientele. It’s an approach that requires a degree of honesty, Sejpal notes. ‘If I think a client’s objectives are unrealistic, it’s important that their adviser is able to explain that clearly and help them understand what might be achievable,’ he says.

Close to 40 per cent of the firm’s clients have generated wealth from their business interests. As well as its experience of helping generations of wealth creators, another benefit of working for Cazenove is the access to different specialists. Sejpal tells Spear’s, ‘Building relationships with these different individuals is important to me. It makes work enjoyable – but also helps achieve the best outcomes for my clients.

‘Part of Cazenove’s unique offering is an approach that is both global and boutique in nature. It has wealth management offices across the word to provide local market knowledge, impartial advice and personal service. It’s also embedded in Schroders’ truly global network of over 750 investment professionals based in 19 locations provide us with a unique perspective on an ever-changing world.’

While the coronavirus pandemic has created challenges across the industry, Sejpal has ‘been very impressed by Cazenove’s ability to continue to invest in its strategic vision and its people irrespective of the near term challenges that the current environment has thrown up’. One plank of this vision is Cazenove’s commitment to sustainable investment strategies, which enable its clients to steer clear of harmful and controversial sectors, as well as using investments to positively contribute to solving the world’s problems.

Rank: Recommended

Recommended 2021, UHNW Wealth Managers

Email

Karan.Sejpal@cazenovecapital.com

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