Index

HNW Wealth Managers

Location

Bristol

Advice type

Wealth management

Wealth preservation

Wealth planning

Client Types

Business owners

Charities

Family offices

HNW

Trusts

Sector Focus

Financial Services

Wealth Management & Private Banking

Robert Nye

Spear’s Review

Bristol-based Robert Nye leads Cazenove Capital’s South West & Wales team, where he provides strategic wealth management advice to a variety of private clients including individuals, family offices, trusts, business owners and charities. 

The firm is highly regarded for its client-first approach and considers itself a long-term investor ‘with a focus on preserving and growing clients’ wealth’ with strategies that are ‘driven by [the client’s] priorities, aspirations and personal values’.

This is led, first and foremost, by sound investment advice. When Spear’s sits down with Nye, he says: ‘There's an art and a science to investment — there’s a science to understanding interest rates and fluctuations, and there’s an art to making your investments flexible by continually questioning the core values and objectives you have.’ 

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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