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He has been a member of the Citywire Wealth Manager Top 100 and is listed as a Spears’ Distinguished Individual High Net Worth wealth manager. He has raised £2m for various cancer and sight charities and has recently raised £500,000 to build a school in his local village, which is now being constructed. Our consultants are highly experienced within the industry and offer a wealth of market knowledge and contacts, combined with a proven track record in delivering results to both clients seeking to hire staff, and candidates seeking a new position. Before joining Close Brothers, Jo was a senior manager at a Global Bank leading a customer-focused team of Financial Advisers, providing financial solutions to high net worth clients. Sam is a member of the Chartered Institute for Securities and Investment, as well as a holder of the Chartered Financial Analyst designation. He was also an equity analyst, covering a range of stocks and funds. A Chartered Financial Planner and fellow of the personal finance society, providing comprehensive financial planning advice. Over 25 years’ experience providing comprehensive financial planning advice. Rory joined the Risk & Performance team in 2017, before transitioning into HNW Investment Management as an Assistant Investment Manager. As a Chartered Financial Planner, Jon is highly qualified and well versed in all aspects of financial planning with particular expertise in Investment, Retirement, Protection and Legacy Planning. Martin's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. He works with a varied client base, ranging from young professionals to retirees and business owners; providing them with comprehensive financial planning solutions to help them achieve their goals and objectives. Sam has over 6 years' experience in the financial services industry, specialising in financial protection and wealth management, Sam dedicates his time to providing holistic financial advice to both private and corporate clients, and being part of our Telephone Advice Servicer has given him the ability to speak with clients from all over the UK. He specialises in personal investment and retirement planning understanding and anticipating changing requirements through life. We recruit professionals for executive jobs in a number of areas including asset management, wealth management, private equity, trust, family office, tax, accountancy (permanent and contract), company administration, captive insurance, fund administration, investment management and legal. Falcon Private Ltd. Pelikanstrasse 37 P.O. He manages some of our key relationships in the South West and promotes the full range of the Close Investment Proposition. He has over 18 years’ experience in managing UK smaller companies funds and manages the Close Inheritance Tax Service. Before joining Close Brothers, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Barry's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. He holds the IMC and is a member of the Personal Finance Society, holding the Diploma qualification. Hugh lives in Hampshire with three teenage daughters, occasionally seeking solace on the golf course! Senior Investment Business Development Director. Over 28 years’ experience providing comprehensive personal financial planning advice. James has worked in financial services for over 7 years, most recently providing comprehensive financial planning advice. As a Financial Planner within our Telephone Advice Service, Chris has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals. Over 8 years’ experience providing comprehensive financial planning advice. Richard is a CFA® charterholder as of 2018 and also has the CFA Certificate in ESG Investing. His clients range from young professionals, to retirees and trusts. © Copyright 2021 Close Brothers Group plc. He originally joined Mercury Asset Management in 1999, shortly before the takeover by Merrill Lynch. Mark is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a Diploma from the Securities Institute. Helen is a qualified Chartered Accountant and holds a Geography degree from the University of Birmingham. Over 30 years’ experience providing financial planning advice. Prior to joining Close at the beginning of 2013, Amy was a founding partner of a private client discretionary investment management business which she ran for 10 years before selling her 45% share to her co-founder. After stints travelling and working as a journalist, he spent 10 more years at UBS Jersey – first at the Investment Bank managing the Asset-Backed Security book, then in Wealth Management as a Client Adviser where he specialised in advising UK resident-non-domiciled clients in discretionary, advisory and execution-only services, including credit and FX. Jon has often been involved in presenting and supporting Financial Wellbeing seminars and believes a good financial education is important in developing successful personal financial plans. Jeanette is passionate about creating financial education programmes that inspire employees to make a difference to their future; ensuring financial wellness is adopted within an organisation as part of a holistic wellness strategy to help improve employee engagement, retention and productivity. In addition to advising private mid and high net worth clients, Simon’s experience extends to Corporate advice for businesses big and small, which is aligned to his passion and belief in the importance of financial education for companies and their employees. An experienced Financial Planner providing comprehensive financial planning advice. Andrew Thompson is an Investment Director at Close Brothers Asset Management and is based in the Manchester office. Over 20 years’ experience providing comprehensive financial planning advice. He manages a mixture of private clients and pension portfolios. He holds a degree in Politics with American Studies from the University of Nottingham. Daniel has over 15 years’ experience in delivering financial advice and continues to advise clients, helping them to reach their financial objectives. GLOBAL EXECUTIVE SEARCH. With over 18 years' experience in the financial services industry, Alex is both a successful and diligent financial planner. Sam joined Close Brothers Asset Management in 2008 having began his career at Unicorn Asset Management. Most recently, John spent two years as a Consultant at RX Partners. Tom's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. He then moved to London to work for them on their UK product. Deer Jet. Ian Christie joined Close Brothers in January 2011 as Business Development Manager for the North, and is based in our Manchester office. During his long career with Singer & Friedlander Paul worked closely with all members of the team. Enrico joined Close Brothers Asset Management in 2016 from Arbuthnot Latham as a Chartered Financial Planner. Paul has over thirty four years of experience in the industry, having started his career at Coutts & Co back in 1985. Practice Director – Financial Education Service Advice Team. Ed's clients range from business owners to retirees, helping them to reach their financial planning objectives. leading financial services He holds an MA in Philosophy from Edinburgh University and an MBA from the Cranfield School of Management. Over 12 years’ experience of working in financial services, in positions such as technical support roles to providing comprehensive financial planning advice. Nick and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. Fraser's clients range from young professionals to retirees and business owners, helping them to reach their financial planning objectives. Whilst initially a wealth manager himself, Iain spent a number of years supervising wealth management and stockbroking businesses while at the Securities and Futures Authority and the Financial Services Authority, and worked in compliance within HSBC Investment Bank. He has also held positions looking after wholesale clients for both Scottish Widows and Verbatim Asset Management within the UK. c/o Online Asset Management Limited 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ E: info [at] propertyforum [dot] com About Us Our team of writers leverage the social commentary and real time news created by the community on the site’s forums to create and break unique news stories from the global property sector. He is a Chartered Member of the Securities Institute. She joined the Manchester team at the beginning of 2000. Calls to any number may be recorded for training and monitoring purposes. She came to Close Brothers as part of an acquisition in 2003 and is based in our Northwich office. Over 12 years’ experience providing comprehensive financial planning advice. He worked in the listings department of the Channel Islands Stock Exchange focusing on Open and Close-ended funds, as well as debt vehicles. Neil's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Leanne Hallworth is an Investment Director at Close Brothers Asset Management. Over 6 years’ experience providing mortgage and protection advice. Kurt also dealt directly with clients and advised on tax and Estate Planning with an advisory firm in the South East and worked with introducers on projects in Dubai and Italy as well as the UK. Matthew joined Close Brothers in 2019 as Head of Business Development and Marketing. Philip is a specialist in managing charity mandates with more than thirty years of experience in managing portfolios for both charities and private clients, and is a Fellow of the Chartered Institute for Securities & Investment. He is also a Trustee and Chair of the Cattanach Trust, a Scottish based charity that supports other charities in Scotland funding projects for children in the first 1000 days of their lives, who are living in difficult or deprived circumstances. Steve has also been an integral part of the Close Brothers Financial Education in the Workplace Programme since 1996, delivering over 40 seminars a year to some of the biggest and well-known companies in the UK. He is a trustee of Live Music Now charity and has spent time on sabbatical helping develop a micro finance organisation in Southern Sri Lanka, the Women’s Development Federation of Hambantota. An experienced Financial Planner providing comprehensive financial planning advice. An experienced Financial Planner providing comprehensive financial planning advice. Prior to this, Lucy worked as an assistant director at Brewin Dolphin, and spent three years at UBS Wealth Management. Tom joined Close Brothers Asset Management as an Investment Specialist in September 2017, providing investment expertise across all Close Brothers investment propositions.Tom has over 9 years of industry experience, advising high and ultra high net worth individuals in all facets of wealth management. Andrew has 19 years of experience of managing investments on behalf of private clients, trusts, pension funds and charities. Over 22 years’ experience providing comprehensive financial planning advice. Amy is an Investment Director at Close Brothers Asset Management, Head of Discretionary Management Service and a key member of the Multi Asset Class (MAC) Committee investment team deciding our house asset allocation. Keith's clients range from young professionals to retirees, helping them to reach their financial planning objectives. She joined Close Brothers Asset Management in April 2014, as a global equity analyst covering the consumer sector in the Research Team. Previously he headed PwC’s Investment Advisory team in Scotland working closely with their private client tax specialists. He has over 25 years of investment experience. My aim is to understand your true financial goals and help you achieve them today, and throughout your lifetime, whether that is saving for early retirement, taking profits tax efficiently from your business, or distributing assets to the next generation. He specialises in UK equities and equity derivatives. He is a Fellow of the Personal Finance Society and holds the Certificate in Discretionary Investment Management. A complete service combining our capabilities of financial planning, investment management and efficient administration. He left Standard Life after nearly 20 years of service in 2008, the latter stage of his career as part of the Sales Investment Team. He is married with two sons and, when not scouring the markets for investment opportunities, enjoys the great outdoors of North Wales and the Alps. Prior to that Alastair was an Executive Director of Adam & Co Investment Management Ltd, a subsidiary of RBS, from 1994 to 2009. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Institute of Directors and holds a Professional Banker Certificate with the Chartered Banker Institute. Sebastian graduated from Manchester University in 2011 with a degree in Economics and Politics. He has a First Class degree in Economics from Leicester University and an MBA from Harvard Business School. This can involve the provision of comprehensive and holistic plans, or can be tailored to suit more specific needs andrequirements. Prior to joining Close Brothers Asset Management, Matthew was a Retirement Specialist for AXA Life Invest focussing on the Decumulation stage of an adviser's advice proposition. KKR is headquartered in New York and has local offices across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. An experienced Financial Planner providing comprehensive financial planning advice. Bruce joined Close Brothers in June 2017 to develop our Wealth Structuring proposition. Amanda enjoys helping her clients to reach their financial planning goals. Paul is a Chartered Fellow of the Securities Institute and a holder of its Diploma. Edward has over 10 years’ experience in providing comprehensive mortgage and financial protection advice, and holds the Advanced Diploma in Mortgage Advice . He holds the IMC. John joined Close Brothers in January 2021 as an Investment Director in the Mayfair office. His responsibilities at Rathbones included founding and running their Edinburgh and Aberdeen offices and being a member of the Client Committee with responsibility for the group's direct private clients. Previously, he was a Divisional Director of Gerrard where he managed institutional and charity accounts. After completing his post-graduate studies and prior to working in investment management, he worked in the computer research and development industry. Prior to joining Close Brothers Asset Management, Richard was a Private Client Investment Manager at Singer and Friedlander for three years and gained over six years of institutional investment experience managing US and Global equities with Mercury Asset Management and AXA Investment Managers. Over 10 years’ experience providing comprehensive financial planning advice. Milan is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager, and has a MBA in general management. In 1985 he transferred into fund management, specialising in charities and private clients. By subscribing to AP Executive Job Alerts, you can receive email updates when relevant jobs become available. Over 20 years experience providing holistic financial planning advice. Paul began his career at Barclays Bank Trust Company Limited in 1982 before moving to Henry Cooke Lumsden in Manchester in 1987. Noel's clients range from young professionals to the elderly, helping them to reach their financial planning objectives. Over 15 years' experience within financial services. James has worked with private and business clients ensuring clients have trust and peace of mind. Over 15 years’ experience providing comprehensive financial planning advice. Being a desk based adviser has given Tony the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives. Throughout this time, he was an integral member of the Stock Selection committee and is genuinely passionate about investments. Nathanael joined Close Brothers in 2015 having relocated back to the UK from Australia. Matthew joined Close Brothers in September 2016 as Business Development Director. James is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds a degree in History from Oxford Brookes University. Supporting clients by regularly reviewing their plans with them and adapting them to reflect changes in their objectives over time. Milan has over 25 years’ Financial Services experience in Wealth Management and Financial Planning. Justina is currently studying for the Investment Management Certificate. Chris is a Chartered Member of the Securities Institute and holds a BA in Economics from the University of Durham. After spending a decade working for IFA businesses managing Model Portfolios and providing Investment Specialist support, Aidan joined Close Brothers Asset Management in 2016 through their acquisition of Eos Wealth. With fluency in five different languages, an exciting professional background in financial services and a Master’s Degree in Finance, George is now on his way to becoming a Chartered Financial Planner, further strengthening our Asset Management proposition. Helen joined Close Brothers in July 2020 as a Managing Director and Co-Head, with Nick Jackson, of a new North-West Office. Over 14 years’ experience providing comprehensive financial planning advice. Stephen's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Edward also works with a number of key introducers, and enjoys developing new relationships. James’ clients range from young professionals to retirees and business owners, helping them to meet their financial planning objectives. Over 15 years’ experience providing comprehensive financial planning advice. Over 5 years’ experience providing comprehensive financial planning advice. Edward deals with a wide range of clients including young professionals, high net-worth individuals, self-employed business owners and contractors. Eileen moved to the UK from the States in 1990, is married to Russell, and is a graduate of the University of Michigan. Fiona is a Chartered Financial Planner and joined Close Brothers in 2015 having worked with a small Edinburgh-based firm since the beginning of 2013 in a technical support role. Nick started his career in 1993 working in the City for James Capel before leaving to join Rathbones in 2002.

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