Position

Director

Index

HNW Wealth Managers

Location

London

Advice type

Estate planning

Financial planning

Investment strategy

Succession planning

Wealth management

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Jonathan Brownlow

Spear’s Review

Jonathan Brownlow, a wealth planning director at Cazenove Capital, specialises in establishing retirement, succession and estate planning strategies. With a focus on assisting HNW and UHNW clients, he leverages his vast network of specialists in the field of tax, credit and investment to ensure that his clients are provided with the best possible wealth planning solutions. 

Brownlow’s 20 years of experience in the field include a position as wealth structuring adviser at the Royal Bank of Canada’s London office, in addition to his role as premier client manager at HSBC, where he created protection, investment and retirement planning strategies. This has afforded him a wealth of expertise in asset management and financial planning in order ‘to create and implement bespoke integrated financial plans to meet [his clients’] personal objectives’.

Rank: Top Recommended

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