People Moves
Who's Moving Where in Wealth Management: Arbuthnot Latham, Raymond James
The latest moves and appointments in the UK, the rest of Europe and select international locations.
Arbuthnot Latham
UK private and commercial bank Arbuthnot Latham
has appointed two wealth managers to join its office in
Manchester as it capitalises on record growth in the North
West.
Lydia Brook is moving from the firm’s London office to be the
first locally-based investment manager, while Rachel Wyatt,
joining as wealth planner, will bolster Arbuthnot’s wealth
management offering in the region, it said.
Brook is joining Arbuthnot from
LGT Vestra, following a stint at Barclays.
As well as advising clients on their investments and managing
discretionary portfolios, she will also lead the sustainable
investment proposition and European equity research for the
business as a whole.
Wyatt, who is bringing 10 years' experience as a wealth planner
to Arbuthnot Latham, specialises in asset protection, estate, and
retirement planning.
“As a full-service banking and wealth management business, our
clients expect us to be able to serve their needs using experts
based locally, working alongside our team of regional bankers,
and so I am delighted to further support the growth of Arbuthnot
Latham with wealth management and investment capabilities
permanently based in our Manchester office,” Andy Broughton,
director and head of the North West office, said.
“Both Rachel and Lydia have a track record of putting clients at
the heart of what they do, and I have no doubt they will fit in
well with our team as we all strive to support our clients
throughout their business and personal lives,” he added.
Earlier this year Arbuthnot’s Manchester office celebrated its
fifth anniversary with record growth, taking its regional balance
sheet to £325 million ($430 million). Since the office
opened in 2016, the team has grown from a small satellite private
banking office to offering a full private and commercial banking
service with a team of more than 30.
Among recent developments, Arbuthnot Latham shut
down its Dubai office in May, although in June, it
stepped up its digital game by engaging MediaVision to expand
its digital profile through a range of channels.
Raymond James
Raymond James
has appointed Edward Hagger as an investment manager at Raymond
James, CityPoint – its business in the UK. He is being reunited
with former colleagues at the branch, including Harry Burnham,
Jonathan Mack, Luke Brampton and James Brooks, all of whom he
previously worked with at Brewin Dolphin and JM Finn.
After graduating from the University of Oxford, Hagger joined
stockbrokers Montagu Loebl Stanley & Co in 1985, gaining
experience in discretionary portfolio management. He then moved
on to the high net worth desk following the company's acquisition
by Robert Fleming & Co.
Following two years of further academic study at the University
of Cambridge, Hagger joined Wise Speke in 1996, which was
subsequently acquired by Brewin Dolphin, where he was a
divisional director from 1998. He joined JM Finn in March 2016 to
manage portfolios for private clients, trusts, charities and
self-invested personal pensions (SIPPs).
Raymond James, CityPoint is based in Moorgate and specialises in
running client portfolios for high net worth individuals around
the UK and further afield.