Meet the team
From our London office, the Americas Team is able to help you with all your wealth management needs. Our highly experienced team combines specialist knowledge of the regulatory and tax requirements of US clients who are looking to have their assets managed outside of the US. We offer a tailored service that’s aligned to your individual requirements.
Martin heads the Schroders Wealth Management US Team specialising in international wealth and investment management for both US residents and internationally based US clients. Martin has over 25 years’ experience in advising and growing clients’ wealth utilising stock market investments and working in partnership with clients’ other professional advisors. Prior to joining Schroders, Martin was the Head of Americas at the Royal Bank of Canada Wealth Management International in London and before that was Head of Private Wealth Management for Kleinwort Benson. Martin is a Registered Investment Advisor with the Securities Exchange Commission (SEC) in the USA and holds the Uniform Investment Advisor Law qualification with the Financial Industry Regulation Authority (FINRA).
Janette joined in 2017 as a Director for the Schroders Wealth Management specialising in international wealth and investment management for both US resident and internationally based US clients. Janette has over 30 years’ experience in advising and growing clients’ wealth, working in partnership with clients’ other professional advisors. Prior to joining Schroders, Janette worked at the Royal Bank of Canada Wealth Management International in London as a Relationship Manager for US centric clients and previous to that was a Director at Barclays Private Banking. Janette is a Chartered Fellow of the Chartered Institute of Securities and Investment, a Registered Investment Advisor with the Securities Exchange Commission (SEC) in the USA and also holds the Uniform Investment Advisor Law qualification with the Financial Industry Regulation Authority (FINRA).
Based in London, Michael is a Portfolio Director for Schroders Wealth Management US Team. Michael’s experience includes providing specialist wealth management advice to US individuals with specific investment requirements across multiple jurisdictions.
Prior to joining Schroders, Michael worked as an Investment Counsellor at Royal Bank of Canada (Wealth Management) for 8 years where he was responsible for providing bespoke investment advice to high net worth American clients. Michael has also worked at Barclays Capital in their Corporate Lending Team, which was responsible for debt origination, structuring and transaction execution.
Chief Investment Officer
Caspar Rock joined Cazenove Capital in September 2016 and is Chief Investment Officer. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and 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 up the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 29 years’ investment experience.
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 Investment Strategy
Kieron joined in 2011 and was previously the Head of the Strategic Advisory Group at Rothschild Private Management. Prior to his 8 years at Rothschild, Kieron spent 15 years at Citigroup as a Proprietary Trader in Volatility Arbitrage and later in the Private Bank. His investment career started in 1987 when he joined Samuel Montagu & Co. Ltd.
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.
Janet Mui, CFA is the global economist at Cazenove Capital, the wealth management division of Schroders. Janet is responsible for the formulation and communication of Cazenove’s top-down views. She is a member of the investment committee that oversees strategic and tactical asset allocation at Cazenove. Janet is also the macro spokesperson and a regular commentator at major media outlets including the BBC, Bloomberg and CNBC.
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.
Manager of Investment Research
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).
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.