Zone d'identification
Cote
Titre
Date(s)
- 1853-2003 (Création/Production)
Niveau de description
Étendue matérielle et support
356 production units.
Zone du contexte
Nom du producteur
Notice biographique
The origins of Cazenove can be traced to the early Huguenot financiers who left France for Geneva in the late 17th century after the Revocation of the Edict of Nantes in 1685. In time, a number of the Huguenots left Geneva for the City of London, including members of the Cazenove family. The founder of the firm was Philip Cazenove (1798-1880). It began in 1819 when Philip joined the business of his brother-in-law John Menet with whom he went into partnership in 1823. John Menet died in 1835 and Philip subsequently went into partnership with Joseph Laurence and Charles Pearce, before branching out on his own and then forming a new partnership in 1854 with his son and nephew. Involved in issues ranging from His Highness the Nizam's State Railway Company to the Metropolitan Sewage and Essex Reclamation Company, his business prospered. Following Philip's death in 1880, the business continued to flourish and by the mid 1930s had become one of the City of London's pre-eminent stockbroking partnerships.
In the 1980s, Cazenove played an important part in most of the British Government's privatisation issues. In the turbulent period of "Big Bang" in the mid 1980s, which revolutionised the workings of the City, Cazenove retained its independence. Throughout the 1980s and 1990s it expanded its business, both domestically and internationally. The firm incorporated in April 2001, raising equity and debt finance from some of the leading institutional investors in the UK. During 2002, it opened offices in Frankfurt, Paris and Beijing and began the restructuring of its fund management business. In the UK, it continued to extend its competence and market share in the mergers and acquisitions, financial advisory and equities businesses.
On 5 November 2004, Cazenove announced that it would combine its investment banking business with JPMorgan's UK investment banking business in a new investment banking company to be owned jointly and called JPMorgan Cazenove. The 50% interest in JPMorgan Cazenove was held by Cazenove Group, a private company. In 2009 the remaining 50% of the business was bought by JPMorgan.
Over the years the firm has been known under a variety of names: Menet and Cazenove, 1823-35; P. Cazenove and Company, 1835; Laurence, Cazenove and Pearce, 1836-54; P. Cazenove and Company, 1855-84; Cazenove and Akroyds, 1884-1932; Cazenove, Akroyds and Greenwood and Company, 1932-1954; Cazenove and Company, 1954-2004; Cazenove Group, 2004-. The company was based at: 7 Old Broad Street, 1823-35; Auction Mart, Bartholomew Lane, 1836-54; 39 Lothbury, 1855-1859; 52 Threadneedle Street, 1859-1919, 43 Threadneedle Street, 1919-1926; 10 Old Broad Street, 1926-37; 12 Tokenhouse Yard, 1937-2003; 20 Moorgate, 2003-.
Dépôt
Histoire archivistique
GB 0074 CLC/B/039 1853-2003 Collection 356 production units. Cazenove and Co , investment bankers
The origins of Cazenove can be traced to the early Huguenot financiers who left France for Geneva in the late 17th century after the Revocation of the Edict of Nantes in 1685. In time, a number of the Huguenots left Geneva for the City of London, including members of the Cazenove family. The founder of the firm was Philip Cazenove (1798-1880). It began in 1819 when Philip joined the business of his brother-in-law John Menet with whom he went into partnership in 1823. John Menet died in 1835 and Philip subsequently went into partnership with Joseph Laurence and Charles Pearce, before branching out on his own and then forming a new partnership in 1854 with his son and nephew. Involved in issues ranging from His Highness the Nizam's State Railway Company to the Metropolitan Sewage and Essex Reclamation Company, his business prospered. Following Philip's death in 1880, the business continued to flourish and by the mid 1930s had become one of the City of London's pre-eminent stockbroking partnerships.
In the 1980s, Cazenove played an important part in most of the British Government's privatisation issues. In the turbulent period of "Big Bang" in the mid 1980s, which revolutionised the workings of the City, Cazenove retained its independence. Throughout the 1980s and 1990s it expanded its business, both domestically and internationally. The firm incorporated in April 2001, raising equity and debt finance from some of the leading institutional investors in the UK. During 2002, it opened offices in Frankfurt, Paris and Beijing and began the restructuring of its fund management business. In the UK, it continued to extend its competence and market share in the mergers and acquisitions, financial advisory and equities businesses.
On 5 November 2004, Cazenove announced that it would combine its investment banking business with JPMorgan's UK investment banking business in a new investment banking company to be owned jointly and called JPMorgan Cazenove. The 50% interest in JPMorgan Cazenove was held by Cazenove Group, a private company. In 2009 the remaining 50% of the business was bought by JPMorgan.
Over the years the firm has been known under a variety of names: Menet and Cazenove, 1823-35; P. Cazenove and Company, 1835; Laurence, Cazenove and Pearce, 1836-54; P. Cazenove and Company, 1855-84; Cazenove and Akroyds, 1884-1932; Cazenove, Akroyds and Greenwood and Company, 1932-1954; Cazenove and Company, 1954-2004; Cazenove Group, 2004-. The company was based at: 7 Old Broad Street, 1823-35; Auction Mart, Bartholomew Lane, 1836-54; 39 Lothbury, 1855-1859; 52 Threadneedle Street, 1859-1919, 43 Threadneedle Street, 1919-1926; 10 Old Broad Street, 1926-37; 12 Tokenhouse Yard, 1937-2003; 20 Moorgate, 2003-.
The archives were gifted to the Manuscripts Section of Guildhall Library by JPMorgan Cazenove on 29 January 2007 and transferred in 2007 and 2010.
Records of Cazenove and Company, investment bankers. The records are especially strong for financial records (including partners' and staff ledgers), and the company's late 20th century history, particularly the period around "Big Bang" in the 1980s, and leading up to incorporation in 2001. As well as partnership deeds, minutes, accounts and financial records, they include the papers of a number of partners, including Mark Loveday who was Senior Partner 1994-2001 and retired on the point of incorporation, and a significant amount of material gathered in the course of research for the company's history. The archives include copy material dating from 1823.
The archives are subject to a 30 year closure rule and are on 24 hours call. Access to some of the correspondence is subject to special conditions. For further details about access, please enquire with staff.
The archive has been arranged as follows: corporate records, including partnership deeds and minutes, Ms 39301-19; records of internal administration, Ms 39320-3; financial records, Ms 39324-40; operational records, Ms 39341, 43-62, including overseas operations, Ms 39363-8, and partners' and staff papers Ms 39369-426 (for Anthony Hornby, David Barnett, Peter J. Smith, Jimmy Young, David Mayhew, Mark Loveday, Rae Lyster, Henry de Lerisson Cazenove, Peter Brown and Anthony Forbes); notes compiled in connection with the history of the company, Ms 39427-72; papers concerning archives, artefacts, paintings and memorabilia, Ms 39473-4; printed items, Ms 39475; Greenwood and Company, Ms 39342-42A ; PAT Syndicate Limited, Ms 39340A.
These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 2018
Copyright to this collection rests with the City of London.
English
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
Two items were retained by The Cazenove Charitable Trust: presentation book to Antony Hornby, Senior Partner, 30 April 1970; Antony Hornby, My Life at Cazenove's (privately published, 1971) (draft text and notes in Ms 39454).
For further details of the history of the firm to 1991, see David Kynaston, Cazenove & Co: A History (London, 1991).
Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997. November 2010 to January 2011, updated August 2018. Business records Finance Financial institutions Banks Enterprises Companies Investment companies Information sources Documents Financial records People People by occupation Business people Bank employees Bankers Share dealing Financial markets Investment Banking Cazenove and Co , investment bankers City of London London England UK Western Europe Europe Occupations
Source immédiate d'acquisition ou de transfert
The archives were gifted to the Manuscripts Section of Guildhall Library by JPMorgan Cazenove on 29 January 2007 and transferred in 2007 and 2010.
Zone du contenu et de la structure
Portée et contenu
Records of Cazenove and Company, investment bankers. The records are especially strong for financial records (including partners' and staff ledgers), and the company's late 20th century history, particularly the period around "Big Bang" in the 1980s, and leading up to incorporation in 2001. As well as partnership deeds, minutes, accounts and financial records, they include the papers of a number of partners, including Mark Loveday who was Senior Partner 1994-2001 and retired on the point of incorporation, and a significant amount of material gathered in the course of research for the company's history. The archives include copy material dating from 1823.
The archives are subject to a 30 year closure rule and are on 24 hours call. Access to some of the correspondence is subject to special conditions. For further details about access, please enquire with staff.
Évaluation, élimination et calendrier de conservation
Accroissements
Mode de classement
The archive has been arranged as follows: corporate records, including partnership deeds and minutes, Ms 39301-19; records of internal administration, Ms 39320-3; financial records, Ms 39324-40; operational records, Ms 39341, 43-62, including overseas operations, Ms 39363-8, and partners' and staff papers Ms 39369-426 (for Anthony Hornby, David Barnett, Peter J. Smith, Jimmy Young, David Mayhew, Mark Loveday, Rae Lyster, Henry de Lerisson Cazenove, Peter Brown and Anthony Forbes); notes compiled in connection with the history of the company, Ms 39427-72; papers concerning archives, artefacts, paintings and memorabilia, Ms 39473-4; printed items, Ms 39475; Greenwood and Company, Ms 39342-42A ; PAT Syndicate Limited, Ms 39340A.
Zone des conditions d'accès et d'utilisation
Conditions d'accès
These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 2018
Conditions de reproduction
Copyright to this collection rests with the City of London.
Langue des documents
- anglais
Écriture des documents
- latin
Notes de langue et graphie
English
Caractéristiques matérielle et contraintes techniques
Two items were retained by The Cazenove Charitable Trust: presentation book to Antony Hornby, Senior Partner, 30 April 1970; Antony Hornby, My Life at Cazenove's (privately published, 1971) (draft text and notes in Ms 39454).
Instruments de recherche
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
Zone des sources complémentaires
Existence et lieu de conservation des originaux
Existence et lieu de conservation des copies
Unités de description associées
Zone des notes
Identifiant(s) alternatif(s)
Mots-clés
Mots-clés - Sujets
Mots-clés - Lieux
Mots-clés - Noms
Mots-clés - Genre
Zone du contrôle de la description
Identifiant de la description
Identifiant du service d'archives
Règles et/ou conventions utilisées
Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.
Statut
Niveau de détail
Dates de production, de révision, de suppression
Langue(s)
- anglais