Company
Position
Head of department
Index
HNW Wealth Managers
Location
Birmingham
Advice type
Investment strategy
Wealth management
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
David Price
Spear’s Review
David Price serves as the head of the Midlands region for Cazenove Capital. Here he provides advice to wealthy families on all areas of investment management and lending. ‘My real passion is working with my clients to ensure they get the best experience, performance and satisfaction,’ he says.
Price’s role involves identifying investment opportunities for his HNW clients and ensuring that their portfolios are advantageously structured so as to meet both their short-term and long-term goals.
Prior to his role at Cazenove, Price held the position of Midlands regional head at UBS and assistant vice president at Credit Suisse. This has resulted in a loyal clientele pool, many of whom praise Price’s ability to ‘always deliver results regardless of internal or external change’.
Recommended 2025, HNW Wealth Managers