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EXCLUSIVE: Credit Suisse UK Names Wealth Planning Head
Tom Burroughes
1 March 2019
UK has appointed Dan Barnes as head of wealth planning, this publication can exclusively report today. Barnes will concentrate on developing and positioning the CSUK wealth planning service for its client base of UK and international high net worth and ultra-high net worth clients. He takes over from John Williams, who will now focus on client coverage and engagement. With more than 20 years' industry experience, Barnes previously worked at Barclays Wealth. He led the development of wealth planning divisions in London and across the UK at several specialist firms.