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Cazenove Capital adds to Birmingham, Bristol and London teams …
www.cazenovecapital.com
· Lee Sweeting joins as a Wealth Planning Director, having spent the last 14 years at Smith & Williamson. In previous roles he worked with private clients, business owners and entrepreneurs, providing advice on a range of areas including investment structuring, tax efficiency, retirement planning and succession planning. ...
Cazenove Capital recruits Deliveroo exec and two wealth veterans
citywire.com
· Meanwhile, Lee Sweeting joins Cazenove’s Bristol base as wealth planning director following a decade at Smith & Williamson. He will report to Southwest head Robert Nye. James Bates completes the trio of hires, joining as an assistant portfolio manager after a five-year spell at Deliveroo, where he worked as a corporate sales lead. ...
Senior hires at Cazenove Capital | | Insider Media
www.insidermedia.com
Lee Sweeting has joined as a wealth planning director, having spent the last 14 years at Smith & Williamson. In previous roles, Sweeting worked with private clients, business owners and entrepreneurs, providing advice on a range of areas such as investment structuring, tax efficiency, retirement planning and succession planning. ...
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