Cazenove Capital strengthens Edinburgh operation

Cazenove Capital's Edinburgh HQ

Cazenove Capital said its Edinburgh team has moved to a new base in Charlotte Square and has announced the appointment of James Burley as a portfolio director.

Cazenove Capital is part of Schroders Wealth Management, which manages £72 billion of assets globally.

Burley joins Cazenove Capital with over 14 years’ experience of providing strategic planning and investment management advice to entrepreneurs, business owners and wealthy families.

He joins from Kleinwort Hambros in Edinburgh, bringing the number of  wealth management professionals in the team to 12, led by Bob Hair.

Burley’s appointment, follows five strategic hires across the Midlands and North West announced in January 2021.

Cazenove Capital said the Edinburgh team has moved to a new office, at 24-25 Charlotte Square.

“This investment builds on Cazenove’s heritage in the city where it has been present for 29 years, with entrepreneurs and business owners accounting for the most significant proportion of its Scottish client base,” said the company.

Cazenove Capital’s Bob Hair, Wealth Planning Director and Head of Edinburgh Office, said: “Scotland is home to a vibrant and diverse group of individuals, families, entrepreneurs and businesses requiring wealth management support, who continue to seek out our investment insight and personalised approach to wealth management.

“Each of our clients has unique individual requirements, so working with people they trust and who share their long-term goals and visions is a common ambition.

“Our team has a strong track record of servicing clients in Edinburgh for almost three decades, and I’m delighted to welcome James as we continue to grow and attract top industry talent.

“We look forward to working closely with him and to drawing on his experience in our drive to preserve, grow and protect wealth for more individuals, entrepreneurs, business owners and families across Scotland.”

Karan Sejpal, Cazenove Capital’s team head responsible for business owners and entrepreneurs, said: “The UK is home to a growing number of successful business owners and entrepreneurs.

“Scotland in particular hosts a great number of exciting businesses, across many different sectors.

“Over the past three years, Scotland has seen the founding of c. 30,000 new businesses.

“Initiatives such as the Scottish National Investment Bank; talent born from local universities and rich tech and life sciences sectors attracting private equity and venture capital to the region, all make Scotland a compelling location for new and established businesses.

“There is a clear opportunity to help local business owners meet their ambitions and to support them with holistic planning.

“Cazenove Capital, through its experience of supporting  business owners, is well placed to meet their needs.”

Cazenove Capital CEO Mary-Anne Daly said: “The expansion of the Edinburgh office is central to our UK regional growth strategy, to combine deep global investment expertise with local understanding.

“Attracting high-calibre talented professionals is central to this strategy and is a testament to the culture and reputation of the firm”.