Index

HNW Wealth Managers

Location

London

Advice type

Investment

Philanthropy

Wealth planning

Client Types

Charities

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Lyn Tomlinson

Spear's Review

‘My focus is on helping our clients maximise impact across all of their assets, whether that be through their grant making or their investment portfolio,’ says Lyn Tomlinson, Cazenove Capital’s head of impact and philanthropy. Tomlinson has been advising private clients for more than 15 years, working exclusively with HNWs and UHNWs for 10 years. 

‘Our philanthropy service accelerates effective giving by understanding clients’ philanthropic objectives and connecting them with expert advisers and consultants who can ensure they have a solid strategy in place, including the selection and monitoring of individual charities,’ she says. Clients’ philanthropic ambitions range from frequent small gifts, right through to large annual donations of more than £1 million. 

She tells Spear’s: ‘Ultimately, helping our clients solve complex issues is core to our business and there is nothing more complex than giving your money away well.’

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

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