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People · Asset Managers
Head of Wealth Planning and Global Wealth Advisory at Cazenove Capital & Schroders Wealth Management
Head of Wealth Planning · Cazenove Capital
James Gladstone — Head of Wealth Planning · Cazenove Capital · London Area, United Kingdom.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Wealth Planning & Advisory professional with over 25 years industry experience in client-facing and leadership roles within global wealth management institutions. Member of the Management Committee for UK Wealth Management at Cazenove Capital, and lead the Wealth Planning and Wealth Advisory functions globally within Schroders Wealth Management. As a full TEP member and qualified Chartered Financial Planner, I act as trusted advisor to HNW/UHNW families, guiding them in navigating their financial lives, from investment structuring for tax efficiency and estate planning, to philanthropy and family governance. I also lead large, high-performing teams, creating a collaborative and robust working environment with a strong eye on excellence, commercialism and fairness.
Experience
Head of Wealth PlanningCurrent