The firm’s chief investment officer is succeeding his father as CEO and will lead the 50-year-old firm into the next stage of growth.

UK-based BRI Wealth Management has appointed Dan Boardman-Weston (pictured) as chief executive officer.

Effective from 1 April, Dan Boardman-Weston, who is currently chief investment officer, will take over from Simon Boardman-Weston who will become executive chairman. Dan Boardman-Weston, who will maintain his CIO responsibilities, will still be based in Meriden, Solihull, in the West Midlands.

The firm said that he has overseen the significant growth and development of BRI while at the same time implementing a strong and robust management team. “The board has promoted an inclusive and healthy culture, investing in skills and talent, and pursuing strategies that put clients and employees at the heart of all decisions. Long-term sustainable growth matters more to the company than short-term financial performance," it said in a statement.

“Dan has played an integral role on the board and management team, helping us to become the successful firm we are today. BRI’s management team is now one of the best I have had the privilege to work with, and through them the business is in excellent hands,” Simon Boardman-Weston, executive chairman at BRI Wealth Management, said. “I plan to remain involved in the day-to-day running of the business, taking on the role of executive chairman. For the last few years, that job has been done in an exemplary manner by Dean Wragg, who has combined it with his numerous other responsibilities and will continue to be an important part of the company’s future.”

“BRI is known for its professional, personal and friendly service and I am incredibly proud of BRI’s core values. It is therefore an honour to be appointed CEO at BRI,” Dan Boardman-Weston, CEO at BRI Wealth Management, said. “My father has led the business to where it is today and cemented the firm’s reputation as one of the best wealth management firms around. I am focussed and determined to lead the company through some very exciting years ahead.”

Simon Boardman-Weston acquired BRI in 1991. It now has 44 employees, more than a thousand clients and an annual turnover in excess of £5 million. The Coventry-based company plans to become the "leading independent regional wealth manager.”
 
BRI provides advice on a range of areas including investment management, financial planning, ISAs, pensions, inheritance tax planning and tax-relieved investments. The firm’s wealth managers and investment team work together to offer bespoke services typically to private clients, charities, trusts, intermediaries and corporations.