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Charles Stanley Hires Wealth Manager From Brewin Dolphin

Amisha Mehta

19 August 2016

has appointed Adam Martell as an investment advisor and wealth manager within its Leeds office.

Martell joins from Brewin Dolphin in Newcastle, where he worked in a team managing investment portfolios for a range of charities, organisations and private clients.

 “Adam brings with him a proven track record in discretionary and advisory investment management and he will play a key role in maintaining our commitment to providing a first rate client service,” said Jonathan Baker, branch manager of Charles Stanley’s Leeds office.

Charles Stanley serves private, corporate and institutional clients from its network of 28 offices across England and Scotland. The company had funds under management and administration of £20.9 billion ($27.5 billion) as at the end of June 2016.