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 is part of 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 is a Portfolio Director for the Schroders Wealth Management US team specialising in international investment management for both US resident and UK based American clients. Janette has over 30 years’ experience in advising and growing clients’ wealth, working in partnership with clients’ other professional advisors. One of her many areas of expertise is the accidental American and the American in Britain. 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 in London and Zurich. 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.
Emily joined in 2021 prior to which she worked for J.P. Morgan’s Private Bank in Chicago where she advised clients with multi-generational wealth across the Midwest. Previously Emily worked as a consultant in Singapore and London with Accenture and Egon Zehnder and has a total of 11 years’ experience. Emily earned a BSc in Psychology from the University of Bristol and a Masters in Business (MBA) from Chicago Booth, University of Chicago with concentrations in economics and finance. She holds the CISI Investment Advice Diploma in the UK and the FINRA Series 63 and Series 7 in the US.
Client Services Executive
Mary is responsible for assisting Portfolio Directors in the management and smooth running of US client portfolios. She joined from Canaccord Genuity Wealth Management where she looked after international clients. Mary holds the CISI Investment Operations Certificate after having obtained a distinction in business studies with the Business and Technical Education Council.
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.
Deputy Chief Investment Officer
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.
Head of Investment Strategy
Chris joined in 2010 and is Head of Investment Strategy. 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 Director 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.