Cazenove Capital has announced the appointment of James Burley as a portfolio director in Edinburgh, with the firm also moving into new offices in the city.
He joins from Kleinwort Hambros in Edinburgh and has more than 14 years of experience in financial planning and investment management for entrepreneurs, business owners and wealthy families.
Burley's appointment brings the team of wealth management professionals led by Bob Hair to 12.
Having been in Edinburgh for 29 years, the new office is at 24-25 Charlotte Square. The larger space has new informal meeting areas for use by clients on a drop-in basis, along with the infrastructure for blended video and in-person meetings, and various sustainability measures.
Bob Hair, wealth planning director and head of the Edinburgh office, said: “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."
Mary-Anne Daly, chief executive at Cazenove Capital, said: “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.”
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