Who's Moving Where In Wealth Management? – Franklin Templeton, Cazenove Capital

Amanda Cheesley

18 May 2022

Franklin Templeton
Investment firm, Franklin Templeton, has appointed Guillaume Dambrine as senior ETF sales specialist in its French office to continue its growth in France.

Dambrine joined the Paris office in April, reporting to Caroline Baron, head of ETF business development EMEA. He will focus on the continued development of Franklin Templeton’s UCITS ETF2 platform in France and other Francophone areas within EMEA, the firm said in a statement.

“We introduced our ETF business to France in September 2021, and we have been very pleased with investors’ reception of our funds and increased interest in our ETF capabilities so far,” Caroline Baron, head of ETF business development EMEA, said. “With Guillaume’s robust experience, we are well positioned to continue our growth in France,” she added.

Dambrine brings over two decades of financial services and business development experience to his new role, including time at Merrill Lynch and AXA Investments. Most recently, he was a senior consultant with BeBrandon Agency leading campaigns in the food and beverage industry for clients such as Ferrero and Pernod Ricard, the firm said. He earned a master’s degree in financial markets from the École Supérieure De Gestion in Paris.

In September 2021, Franklin Templeton registered its Franklin LibertySharesTM range for investors in France. These 17 UCITS ETFs span a spectrum of actively managed fixed income ETFs, passive and smart beta products, the firm said. Franklin Resources, Inc is a global investment management organisation with subsidiaries operating as Franklin Templeton. The firm aims to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions, with capabilities in equity, fixed income, multi-asset solutions and alternatives. It has approximately $1.5 trillion in assets under management as of 30 April 2022.

Cazenove Capital
Cazenove Capital, a UK wealth management business and part of the Schroders Group, has appointed Wesley Harrison and Rosie Gibbs to expand its wealth planning team in London.

They will advise clients on a broad range of wealth planning needs, taking advantage of Cazenove Capital’s expertise in investment structuring, estate planning and retirement, the firm said in a statement. The new hires mark the latest in a series of strategic appointments to grow Cazenove Capital’s wealth planning presence across the UK.

Prior to joining the firm, Gibbs, a chartered financial planner, was at Saunderson House for eight years where she specialised in providing financial planning advice to current and retired partners of law and accountancy firms.

Harrison is joining Cazenove Capital as a wealth planning director from Investec where he was responsible for advising some of the firm’s largest clients. He also managed a team of planners based in the Guildford office.

Over the past 12 months, the firm has appointed an additional six people for its wealth planning team, including Lee Sweeting in Bristol; Omar Iqbal in Birmingham; Adam Bickell in Manchester and Nick Keenan in Edinburgh.

“We are dedicated to growing our clients’ wealth and preserving it for future generations, and wealth planning is a pivotal element of our long-term partnership with clients,” Mary-Anne Daly, CEO at Cazenove Capital, said. “This client-centric culture, together with our ability to draw on the formidable investment expertise and financial strength of our parent, the Schroders Group, is a distinctive feature of our business,” she added.

Cazenove Capital’s wealth planning services include succession and estate planning; inheritance tax planning; retirement planning/pensions/lifecycle planning; business relief planning and donor advised funds. Cazenove Capital is based in the UK and Channel Islands, forming part of Schroders Wealth Management which includes offices in Singapore, Hong Kong and Switzerland, with £81.2 billion in assets under management as of 31 December 2021. Founded in 1804, Schroders is an independent investment management firm, with assets under management of £731.6 billion as of 31 December 2021.