UK-based wealth management business Cazenove Capital has appointed James Burley as a portfolio director in Edinburgh.

James has over 14 years’ experience in strategic planning and investment management advice. He joins from Kleinwort Hambros in Edinburgh. His appointment, follows other strategic hires in the Midlands and North West as part of Cazenove Capital’s strategy to better service clients in those regions.
Bob Hair, wealth planning director and head of the Edinburgh office said he was ‘delighted’ to have James on board.

“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.”

As part of this regional strategy, Cazenove Capital has also announced a move to a new office in Charlotte Square for the Edinburgh team. The office will be larger, more sustainable and will be set up to allow for more blended in-person and video meetings, to reflect the post-pandemic shift towards flexible working.

Mary-Anne Daly, chief executive at Cazenove Capital, said the move was an important part of the company’s wider strategy.

“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,” said Daly.