Position

Director

Index

UHNW Wealth Managers

Wealth & Investing

Location

Edinburgh

Advice type

Investment strategy

Tax planning

Wealth management

Wealth preservation

Client Types

Business owners

Entrepreneurs

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Bob Hair

Spear’s Review

For Cazenove Capital’s Scottish regional head, Bob Hair, his ‘main purpose is to help entrepreneurs, business owners, professionals and wealthy families continually ensure that their financial and investment affairs are optimal and sustainable in an ever-evolving world’. 

He notes that his ability to predict, comprehend and manage the needs of his clients has been cultivated through diverse work experiences at multiple advisory firms. This includes his positions as a director at PwC, executive director at Turcan Connell and area manager at Barclays

Hair is an advocate for bolstering Scotland's entrepreneurial spirit and has stated that the firm is well positioned to support the needs of local entrepreneurs, particularly when their families' wealth have been looked after by the Cazenove team. 'It’s a bit like being a guide on a mountain,' he once said. 'We know all of the paths, not just those well travelled.' 

Rank: Top Recommended

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