HNW Wealth Managers
Bristol
Wealth management
Wealth preservation
Wealth planning
Business owners
Charities
Family offices
HNW
Trusts
Financial Services
Wealth Management & Private Banking
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
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