Date office opened: 2016
Number in team: 11
Top three fund picks:
T Rowe Global Technology
Schroder Asian Alpha Plus
Lyxor US TIPS ETF
Q&A with Bob Hair, wealth planning director and head of office, Cazenove Capital, Edinburgh (pictured below):
What is your typical client demographic?
Successful entrepreneurs, business owners or professionals.
What differentiates your region?
Scotland has produced many of the world’s greatest innovations, inventions and inspirational people – like Alexander Graham Bell’s first practical telephone and John Logie Baird’s television. Today, Scotland still aims to become the most entrepreneurial society in the world.
What challenges are facing your area?
Differential tax rates from the rest of the UK are an obstacle, but the economic challenges that lie ahead are enormous for Scotland.
What’s the best thing about living in your area?
The warmth, humour and humility of the people.
What’s a typical regional saying?
‘Mony a mickle maks a muckle’.
Are you bullish or bearish?
With synchronised global growth and earnings growth, we are still bullish for equities, but believe it is ‘best to dance near the door’.
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The wealth manager is relocating its Bournemouth office to Winchester as part of its southern expansion strategy.
- Close Bros sees £1bn inflow as acquisitions bear fruit
- AFH Financial offers 600 Beaufort Securities clients a home
- Milburn: the Fed will be done when everyone's screaming
- Guy Monson: the global cost of Trumponomics is now clear
- Scott lauds 'evolving partnership' as LGT Vestra profits climb
- GAM: Haywood probe was launched by whistleblowing colleague
Liam Halligan: the eurozone is about to implode
The economist and broadcaster told the Citywire Private Office Retreat he believes a potential implosion of the eurozone is the biggest threat markets face today.
James Anderson: my great fear and hope for the next 10 years
Co-manager of Scottish Mortgage Trust says the financial world has not changed since the banking crisis but predicts the next decade will bring unprecedented upheaval in all areas of the market.
What wealth managers told clients the day Lehmans went bust
We asked wealth managers to go back in time at Citywire North as the 10-year anniversary of the Lehmans collapse approached.
Profile: UBS' new UK boss on her plans to win wealth
UBS’s wealth arm might be the fourth biggest in the UK, but it still has only 4% of the market share, says incoming boss Eva Lindholm
Pub Club with Stephen Jacques, Tilney
MPS Investment Committee: Will Dickson, P1 Investment Management
Breakfast Edition: At Dishoom with Parmenion’s Andrew Gilbert
Private Banking Insight: Liz Bottomley, Arbuthnot Latham
MPS Investment Committee: Christopher Aldous, Charles Stanley
On The Road Challenge: tackling an escape room with MCM's Nick Welsh
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
A round of golf with Mary Coughlan, Redmayne Bentley
Pub Club: At the Vintry with WHIreland's Lawrence Cotton & Mark Burtenshaw
MPS Investment Committee: James Penny, TAM Asset Management
Office Spotlight: UBS Wealth Management, Edinburgh
Pub Club with Andrew Davies, LGT Vestra
On The Road Diary - Postcards from Leeds....
Office Spotlight: SG Kleinwort Hambros Bank
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club with James Horniman, James Hambro & Partners
Investment Trust Forum 2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey