Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Estate planning

Family businesses

Wealth structuring

Investment strategy

Client Types

Business owners

Entrepreneurs

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Karan Sejpal

Spear’s Review

Karan Sejpal joined Cazenove Capital in 2019 to develop the firm’s relationship with UK business owners and entrepreneurs. ‘I’ve worked with this community for many years, and understand it well,’ he says. ‘Of course, every business and business owner is different, but I’ve found they often face similar challenges, and are looking for similar answers.’ 

In addition to a successful tenure at UBS, Sejpal’s impressive CV includes stints at Barclays and Credit Suisse. It’s a level of experience that enables him to provide clients, he says, with ‘everything they need from a wealth manager. A lot of my focus is on helping business owners think through what they want their wealth to achieve and how to structure it in order to do that.’

One part of Sejpal's vision which mirrors Cazenove's values is his commitment to sustainable investment strategies, which enable clients to steer clear of harmful and controversial sectors, as well as using investments to positively contribute to solving the world’s problems.

Rank: Recommended

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