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Cazenove unveils Channel Islands financial planning business

Cazenove Capital Management has appointed Nick Carter, formerly of Synergy Financial Services, to lead its Jersey financial planning operation.

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Cazenove Capital Management has appointed Nick Carter, formerly of Synergy Financial Services, to lead its Jersey financial planning operation.

Carter’s hire brings to five the number of Cazenove staff in the Channel island. Until now, Cazenove had focused on promoting its investment management services in Jersey and Guernsey, rather than financial planning. Cazenove said marrying the two services together gave it a unique proposition.

James Amy, chief executive of Cazenove Capital Management Jersey, said: “Combining financial planning with investment management genuinely differentiates Cazenove Capital from our peers.  The strategies devised for our clients are based on impartial, personalised advice, delivered by experienced individuals who have a detailed understanding of their clients’ requirements. Nick fits into this role perfectly.”

Carter, who founded Synergy Financial Services and is an IFA by profession, will be responsible for introducing Cazenove’s services to the Channel Islands’ trust, private client and private investor sectors.
 

David Austin, head of financial planning at Cazenove, said: "Nick’s arrival shows our commitment to the Channel Islands market and is part of a programme of opening up the distribution of our successful business model.” 
 

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