People Moves

Who's Moving Where In Wealth Management? - Tilney, Brewin Dolphin

Editorial Staff, 2 November 2017

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Here is a round-up of the latest personnel moves in the European, Middle East and African wealth management sector.

Tilney
Tilney has appointed Andrew Kirk as a financial planner to focus on the Cornwall region, the latest in a chain of hires made by the UK investment manager. 

In this role, he will deliver advice as part of the firm’s so-called “two expert” approach, which sees financial planners paired with investment managers to provide a “high-quality, integrated wealth management service”.

Kirk joins Tilney’s Exter team from HSBC, where he had worked for five years as a relationship manager. Prior to that, he worked with Halifax, most recently as a senior financial advisor. 

Brewin Dolphin
Wealth management firm Brewin Dolphin has promoted financial planner Lee Clark as head of the company’s office in Reigate, the firm said in a statement.  

Lee joined Brewin Dolphin in 2015 and has over 20 years’ experience in financial services. He previously worked at Arbuthnot Latham and the independent arm of the Royal Bank of Scotland after starting his career with Aviva. 

He specialises in advising ultra- and high net worth clients on a variety of complex planning needs, including portfolio construction, pension transfer, estate planning and later life planning. Lee will be supported by Paul Cannons and Nigel Steers to run the office. 

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