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Company

Cazenove Capital

Index

Wealth Managers

Location

London, United Kingdom

Advice type

Portfolio management

Client types

Business owners

Entrepreneurs

Families

Charities

HNW

Geographical focus

Hong Kong

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Harry McGowan

Description

What’s the biggest challenge in the wealth management sector? Spear’s asks Harry McGowan, a star portfolio director at Cazenove, who answers: ‘Managing clients’ expectations in an ever-changing environment.’ It’s been an age-old issue, especially since the 2008 financial crash, which showed that relationships built through clear communications are vital.

Private client wealth is a particularly dynamic landscape at the moment too, with issues such as market volatility, tax transparency, Brexit and US politics worrying HNWs. McGowan says opportunities abound, though, especially in Japan, elsewhere in Asia and in other emerging markets.

Rank: Recommended

Recommended 2021, HNW Wealth Managers

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