Position

Director

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Wealth planning

Wealth preservation

Client Types

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Matthew Taylor

Spear’s Review

Matthew Taylor has a long history with Cazenove Capital, having worked at the firm from 1993 to 2006. After more than a decade at Stonehage Fleming, he rejoined Cazenove as a senior portfolio director in 2017. Throughout his career, Taylor has focused on working closely with a relatively small number of families to ensure that their respective investment requirements are achieved. In his current role, Taylor adds to the firm’s expertise in the UK UHNW sector.

‘Essentially I consider myself as a “financial social worker”, and my key requirement is to be able to listen thoroughly to the issues that families are dealing with and understand how they impact the different generations and individuals,’ he says.

Rank: Recommended

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