Grace Lavelle

Grace Lavelle has been appointed Chief Investment Officer (CIO) of Schroders Wealth Management, where she will oversee the next stage of development for the firm's investment platform while continuing its long-term investment approach. Lavelle succeeds Caspar Rock, who held the CIO role for ten years and is stepping into the position of vice chair.

Lavelle brings more than a decade of experience at Schroders Wealth Management, most recently as investment strategy director at Cazenove Capital, the firm's wealth management division for high-net-worth clients. Her background includes extensive work on investment strategy and client solutions across Schroders' multi-asset capabilities.

Lavelle studied at the University of Edinburgh and has been recognized for her expertise in investment education and risk management. She has contributed to Cazenove Capital's client-facing educational initiatives, including guidance on investment strategy alignment with client objectives and life goals.

Career history

• Chief Investment Officer, Schroders Wealth Management (July 2026–present)
• Investment Strategy Director, Cazenove Capital (prior to July 2026)

What Lavelle could bring to Schroders Wealth Management as CIO: Drawing on her extensive tenure at Cazenove Capital leading investment strategy, Lavelle is positioned to guide the firm's portfolio platform evolution while maintaining its institutional-grade investment discipline. Her documented expertise in translating complex investment concepts for client education—evidenced by her media appearances and content creation—suggests she can strengthen the firm's ability to communicate long-term wealth strategies to its ultra-high-net-worth clientele. As a proven internal advancement within the broader Schroders ecosystem, she understands the firm's culture and client relationships, enabling continuity while modernizing the investment capabilities that support the firm's global wealth advisory proposition.