People Moves

Discretionary Wealth Manager Adds Former Coutts Man To Team

Harry Keir Hughes, London, 10 January 2017

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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.
 

 

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