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Company

Cazenove Capital

Index

Wealth Managers

Location

London, United Kingdom

Advice type

Wealth planning

Philanthropy

Investment

Client types

UHNW

HNW

Families

Charities

Geographical focus

United Kingdom

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Lyn Tomlinson

Description

‘My focus is on helping our clients maximise impact across all of their assets, whether that be through their grant making or their investment portfolio,’ says Lyn Tomlinson, Cazenove Capital’s head of impact and philanthropy, adding that her role has evolved in line with the ‘expanding philanthropy and impact investment landscape’.

Cazenove Capital is the wealth management arm of Schroders and offers a complete service to HNW and UHNW clients. The recent acquisition of Sandaire adds to existing assets managed for UHNW families and has created one of the UK’s largest multi-family offices. Services include tailored wealth-planning and investment management, as well as banking and lending services. Tomlinson has been advising private clients for more than 15 years, working exclusively with HNWs and UHNWs for 10 years. The firm’s service adds structure to clients’ philanthropic aims. First, Cazenove advises clients on the practical aspects of establishing their foundation or other philanthropic structures, such as donor-advised funds. It also advises on the inclusion of the next generation in a family’s philanthropy. Second, it provides guidance around funding the chosen structure in order to maximise tax efficiency. Lastly, Cazenove manages the investment of the capital in line with a sustainable investment policy that reflects charities’ mission and financial return objectives. ‘We create investment portfolios that have a positive impact on people and the planet. We can quantify the impact using Schroders award-winning impact measurement tool Sustainex. At the same time, we can deliver on charities’ financial return objectives to meet their grant-making obligations. ‘Our philanthropy service accelerates effective giving by understanding clients’ philanthropic objectives and connecting them with expert advisers and consultants who can ensure they have a solid strategy in place, including the selection and monitoring of individual charities,’ she says. Clients’ philanthropic ambitions range from frequent small gifts, right through to large annual donations of over £1 million. During the pandemic, Tomlinson has been focused on helping clients with their emergency response to the crisis, ensuring that additional funding was swiftly made to important charities, and planning for the next phase of the crisis as the long-term consequences of the coronavirus unfold. Tomlinson hopes to help those wanting to give more. She tells Spear’s: ‘Giving by the UHNW/HNW in the UK has stubbornly stuck at the same level for many years. Ultimately, helping our clients solve complex issues is core to our business and there is nothing more complex than giving your money away well.’

Rank: Recommended

Recommended 2021, HNW Wealth Managers

Email

lyn.tomlinson@cazenovecapital.com

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