Company
Position
Head of department
Index
UHNW Wealth Managers
Location
Edinburgh
Advice type
Investment strategy
Tax planning
Wealth management
Wealth preservation
Client type
Business owners
Entrepreneurs
HNW
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Bob Hair
Spear’s Review
For Bob Hair, Cazenove Capital’s Scottish regional head, 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 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 says. ‘We know all of the paths, not just those well travelled.’
Rank: Top Recommended

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