Event details

We are delighted to invite you to join us for the seventh monthly online NextGen Forum which aims to provide connectivity between young professionals in the Private Wealth sector.

In the session we will be focusing on financial planning and wealth management and we are delighted to be joined by Rachel Sutton and Ella Brown from Cazenove Capital in London.

The format will be small group networking via Zoom Breakout Rooms with every group provided with a list of ice-breaker content or topics to discuss. Each room will be mixed every 15 minutes to give you the chance to maximise the networking over the hour.

We are seeking your ideas and support as we develop this new concept in networking. We hope you get involved and find it useful.

We will be featuring conversations with Rachel and Ella at Cazenove Capital:

Rachel Sutton - Associate Portfolio Manager, Cazenove Capital, London. Rachel joined Cazenove Capital in February 2017. She is an Associate Portfolio Manager and assists with the day-to-day running of private client investment portfolios.

Rachel graduated from the University of Bristol with BA (Hons) in Music in 2013. She is a Chartered Member of the Chartered Institute for Securities & Investments (CISI) and holds the Investment Advice Diploma and the Chartered Wealth Manager Qualification.

Ella Brown - Associate Portfolio Manager, Cazenove Capital, London. Ella joined Cazenove Capital in 2017 and is an Associate Portfolio Manager. She joined Schroders on the Investment2020 scheme in 2014. Prior to this, Ella worked as a Partnership Assistant at Manchester Square Partners, a specialist in Executive Advice.

Ella holds the CISI level 7 Diploma in Wealth Management and the Investment Management Certificate.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).