People Moves

EXCLUSIVE: Credit Suisse UK Names Wealth Planning Head

Tom Burroughes Group Editor 1 March 2019

EXCLUSIVE: Credit Suisse UK Names Wealth Planning Head

This publication can exclusively report on a senior hire by the Swiss bank in its UK operations.

Credit Suisse UK has appointed Dan Barnes as head of wealth planning, this publication can exclusively report today.

Barnes will concentrate on developing and positioning the CSUK wealth planning service for its client base of UK and international high net worth and ultra-high net worth clients.  He takes over from John Williams, who will now focus on client coverage and engagement.

With more than 20 years' industry experience, Barnes previously worked at Barclays Wealth. He led the development of wealth planning divisions in London and across the UK at several specialist firms.

 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes