Meet the team
Sandy joined the group in January 2010 when Thornhill was acquired by Cazenove Capital. He was head of business development for the private wealth management business until moving to Hong Kong in 2013 to open the Wealth Management Office. A chartered accountant, Sandy joined Adam & Company as its first company secretary in 1983 and became deputy managing director in 1991. He joined Martin Currie in 1994 with responsibility for its UK mutual funds and subsequently became managing director of Thornhill in 2003. He is a member of the Chartered Institute for Securities & Investment and the Hong Kong Securities and Investment Institute. His directorships have included Dunedin Enterprise Investment Trust plc (1998-2006) and Man Alternative Investments Ltd (2001-2004). He was a Steward of The Jockey Club from 2009-2012, and was re-appointed in January 2018.
Head of Wealth Management, Hong Kong
Robert is Head of Wealth Management in Hong Kong. He joined in May 2006 and is also a Portfolio Director specialising in investment for high net worth individuals and complex family groups. After graduating in 2003 from Edinburgh University (MA Hons History), he worked initially at Penrose Financial doing marketing for institutional fund management companies and hedge funds. A member of the Chartered Institute for Securities & Investment and registered by the Securities & Futures Commission in Hong Kong, Robert has the CISI Diploma and the IMC qualification. He has a total of 13 years' investment experience and is a Responsible Officer for our Type 1, 4 and 9 SFC licenses. Robert is a Director of Schroder & Co (Hong Kong) Ltd.
Jelmer joined Schroders Wealth Management in April 2018 as a Portfolio Director. Jelmer started his career in 2007 within corporate banking at ABN Amro Bank in The Netherlands. He moved into the Private Banking division in 2010 and subsequently worked in various investment and client advisory roles for the bank. In 2014 Jelmer moved to Hong Kong with ABN Amro to act as a regional Discretionary Portfolio Management (DPM) Counsellor managing- and advising on DPM mandates for High Net Worth individuals and families. Before joining Schroders, he also briefly worked for LGT Bank following the acquisition of ABN Amro in Asia. Jelmer graduated in 2007 from the Haarlem Business School in The Netherlands with a Bachelor in Economics. He is a Chartered Financial Analyst (CFA) and a Certified International Wealth Manager (CIWM). He is licensed for type 1, 4 and 9 activity with the SFC in Hong Kong.
Assistant Relationship Manager
Geraldine joined in August 2017 as Client Services Executive supporting the team in client servicing and operational aspects of the portfolios. After graduating in 2013 from National University of Singapore with a Bachelor of Science (Real Estate), she worked initially with Savills (Singapore) Private Limited with the focus in commercial property leasing. Prior to her current role with Schroders Wealth Management, she began her private wealth management career with Credit Suisse, Singapore, Business Processing Services team in 2015 dealing with payments and securities transfer requests and clients’ static data changes.
Client Services Executive
William Lai joined Schroders Wealth Management in January 2019 as a Client Service Executive. He supports the team in client administration and the operational aspects of portfolio management. Prior to joining Schroders, William worked at The Blackstone Group (Hong Kong) focusing on Real Estate Private Equity. He was previously an intern at Ernst & Young Financial Advisory and a boutique M&A-focused investment bank in Hong Kong.
William graduated from The University of Hong Kong with a Bachelor Degree of Economics and Finance. He is currently studying for the Chartered Financial Analyst (CFA) designation and passed Level I in August 2018.
Chief Investment Officer
Caspar is Chief Investment Officer. He chairs the Wealth Management Investment Committee, sits on the Cazenove Capital board and is also a member of the Schroder Wealth Management Executive Committee. He joined in 2016 from Architas Multi-Manager Ltd, part of the AXA group, where he was Chief Investment Officer and was responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group’s private banks. He previously headed the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and, was Head of European Equities at Framlington and a member of the Healthcare team.
Head of Manager Selection
Stuart Derrick is Head of Manager Selection. He joined in 2004 as part of the charities team before later moving to the investment team to focus on fund selection. Stuart started his investment career at Baring Asset Management in 1998. He holds the Investment Management Certificate (IMC), Private Client Investment Advice & Management (PCIAM) certificate and is a member of the Chartered Institute for Securities & Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.
Head of Fixed Income
Alex Smitten joined in 2000 where he managed the Income Trust for Charities and the UK Corporate Bond Fund. Alex is now Head of Fixed Income and is a member of the Investment Policy Committee. Prior to joining Cazenove Capital, he was at Intercapital, where he set up the agency bond broking desk. Alex spent nine years at TSB/Hill Samuel where he was responsible for proprietary bond activity on behalf of the Group. Alex graduated from City University with a degree in Banking and International Finance. He has 29 years of investment experience.
Responsible Investments Manager
Cléo Fitzsimons joined Cazenove in 2012 and leads the firm’s Responsible Investment offering. Cléo has experience managing and integrating Responsible Investment strategies in both Private Client and Charity portfolios. Cléo holds two business-related Masters degrees from the London School of Economics and ESADE University in Barcelona and is a Fellow of the Chartered Institute of Securities and Investment. Being a native Canadian, Cléo is also fluent in French.
Ahmet is a Manager of Investment Research within Cazenove Capital, focusing on fund research as well as investment strategy. Prior to joining the company Ahmet worked at Stonehage Fleming for over 10 years, latterly as Head of Manager Selection, and was responsible for managing the investment portfolios of high net worth individuals and institutions. Before that he worked as an intern in the Emerging Markets Equity team at Pictet Asset Management for a year. Ahmet graduated from Oxford University with a degree in Politics, Philosophy and Economics, and is a CFA Charterholder.
Chris joined in 2010 and is currently an Investment Manager. He has an undergraduate degree in History from Cambridge University as well as a Graduate Diploma in Business and Management from the Judge Business School and holds the CISI Masters in Wealth Management.
Paulo joined in 2015 as an investment analyst and Chairs the Hedge Funds and Multi-Asset Asset Class Group. Paulo started his investment career at Fidelity International in 2008, where he was responsible for Hedge Fund research within the Multi-Manager team. Before starting his investment career, Paulo was a Senior Consultant at Accenture. Paulo holds an MBA from the London Business School, the Investment Management Certificate (IMC), and is a Chartered Alternative Investment Analyst (CAIA).
Paul joined in September 2019 and is a Senior Fund Analyst covering equities, fixed income and alternatives. Prior to joining Cazenove Capital he spent 10 years in the wealth management department of C Hoare & Co. and more latterly 2 years at Tatton Investment Management. He sits on Cazenove Capital’s research committee, holds a degree in Biology and is a CFA charterholder.
Pritosh joined in 2009 and is an Investment Analyst where his responsibilities include strategic asset allocation modelling, direct fixed income investing and pricing and trading structured notes and derivatives. He began his investment career in 2005 with Citi followed by Credit Suisse Private Bank. He holds an MBA from Indian Institute of Management, Ahmedabad, a Masters in Finance degree from London Business School, the Investment Management Certificate and is a CFA charter holder.