Clare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’ — 20 years and an impressive succession of promotions later, she finally managed to take a sabbatical. Wealth management can be addictive: Anderson returned after three months away, a testament to her love of the job. Clients include owner-managed businesses, entrepreneurs, media stars and landed estates. ‘We are getting a lot of enquiries about pension transfers at present,’ she says, ‘and seeing the continued quest for risk-free returns ahead of inflation — the holy grail.’ The 2008 crash showed relationships are vital: ‘You really need to make sure you understand the client and their expectations,’ she says.
HNW Wealth Managers