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Company

Cazenove Capital

Index

Business & Entrepreneurship

Family Office Services

Location

London, United Kingdom

Advice type

Investment management

Risk

Client types

UHNW

Sector focus

Investments and Asset Management

Risk management

Profile

Charlotte Filsell

Description

A regular fixture in the Spear’s rankings of top family office service providers, Charlotte Filsell is renowned across her field for a keen focus on the emerging trends in the charitable and philanthropic sectors.

Her career has included spells at HSBC (twice) and UBS on the way to becoming head of family office services at Sandaire. In the wake of the company’s 2020 acquisition by Cazenove, Filsell’s new role is portfolio director and team manager, serving a clientele that includes individuals, family offices, trusts, business owners and charities.

The firm is proud of the fact that it is 'majority-owned' by the Schroders family who founded it over 200 years ago and believes that this makes it well-placed to better serve the complex needs o family offices.

Rank: Top Ten

Top Ten 2021, Family Office Services

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