People Moves
Discretionary Wealth Manager Adds Former Coutts Man To Team
This publication brings latest news of moves and appointments in the global wealth management sector.
Creechurch
Capital, the Isle of Man-headquartered discretionary fund
manager, has appointed Paul Warburton, formerly a wealth manager
at Coutts, in a new
role as its head of investments.
During his stint with Coutts, Warburton provided investment
advice to a portfolio of wealthy private clients while
collaborating with their professional advisors.
In his new role, Warburton will focus on working with private
individuals and their own networks of advisors, as well as
building a network of trust companies, pension providers and
other intermediaries.
The business holds a fifth of its portfolios in options ranging
from wine to fine art and diamonds, and has recently moved into
niche care property. It is looking to remain a boutique wealth
management firm, with an asset target of £1 billion ($1.22
billion), and is expanding into international markets, targeting
the growing middle classes in locations such as Africa and Latin
America, Creechurch Capital said in a statement.
“The pace of regulatory, technological and political change has
never been faster and for clients this can be overwhelming. Our
priorities will be to focus on our client service to cement our
position in the Manx market,” said Mario Ricciardi, managing
director of Creechurch Capital.