The latest moves in global wealth management.

Gunner & Co 
Financial advisor brokerage and consultancy Gunner & Co has added a new senior broker, Joshua Lee. Prior to this, Lee led the acquisition strategy for Attivo, the chartered financial planning firm.

Lee has the Certificate in Corporate Finance, awarded by CISI.

Gunner & Co advises owners of financial firms on how to buy and sell businesses in their space. 

“This hire results from Gunner & Co’s continued growth. Joshua’s credentials align to our primary focus on educating financial planning business owners in the complexities of M&A, alongside our core competency of bringing buyers and sellers together and our proven track record of completing deals that bring value to both sides,” Louise Jefferys, managing director at Gunner & Co, said.

WestBridge
Private equity house WestBridge has appointed Rebecca Sinclair as investment executive.

Sinclair, after leaving university, joined the HSBC Corporate Banking Graduate Scheme, securing a Diploma in Banking Practice and Finance. Over a period of three years, she contributed to more than 40 transactions and became the youngest person to be promoted to senior associate in its leveraged finance team.

At WestBridge, Sinclair will support the investment team with deal origination, deal execution and portfolio management, specifically in London and the Midlands.

The firm has offices in London, Manchester and Cardiff.  It typically invests between £10 and £20 million into UK small- and medium-sized enterprises with enterprise values of between £15 million and £40 million.