Schroders Wealth Management Announces Senior Leadership Reshuffle

Schroders Wealth Management has implemented a series of high-level leadership changes to its investment and regional divisions, including the appointment of a new Chief Investment Officer and a CEO for Cazenove Capital. These moves are designed to strengthen the firm's global family office capabilities and expand its footprint in key international markets like the Middle East. For the wealth management sector, this restructuring signals a strategic shift toward integrated advisory services and specialized support for ultra-high-net-worth families with complex global needs.

The firm has appointed Grace Lavelle as its new Chief Investment Officer, where she will be responsible for evolving the investment platform while maintaining the company's established long-term strategy. She takes over from Caspar Rock, who is transitioning to the role of vice chair after a decade-long tenure as CIO. In his new capacity, Rock will focus on managing relationships with major international families, integrating the firm's various wealth and advisory capabilities to serve globally connected clients.

Further strengthening its regional leadership, Schroders named Wilaf Moore as the chief executive of Cazenove Capital for the UK and Channel Islands. Moore, a veteran with over 25 years at the organization, has extensive experience advising the firm's most complex clients. Additionally, the company is expanding its international reach by hiring Neil De Sousa from HSBC Global Private Banking to lead operations in the Middle East and Geneva. De Sousa is tasked with enhancing the connection between the Middle East and the firm's broader international wealth management infrastructure.

These changes coincide with the recent appointment of Dominic Emmerson as vice chair to lead a newly established global family office and wealth advisory unit. This division aims to consolidate family office services, wealth advisory, and outsourced CIO functions into a single offering. CEO Oliver Gregson noted that these appointments reflect an ambition to build a future-ready business that anticipates evolving client demands. By combining specialized expertise with global connectivity, the firm intends to provide more integrated and personalized advice to its high-net-worth clientele.