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Who's Moving Where In Wealth Management? - AHR Private Clients, Close Brothers
Editorial Staff
26 July 2021
AHR Private Clients Lee is a former director in the high net worth team at UBS, with more than 20 years’ experience in the private banking space. Halliday has more than 30 years' experience in risk management across the investment, corporate and retail banking sectors, both in the UK and internationally. She began her career at NatWest, followed by senior credit risk roles at Barclays Capital and then Deutsche Bank, including as head of leveraged and structured finance and commercial real estate, and chair of the underwriting committee, covering the UK, European and US markets. Most recently, Halliday was chief risk officer of Santander UK, responsible for risk management and oversight across retail and commercial banking. Prior to Santander, Halliday was CRO of GE Capital International Holdings Limited, where she gained international non-executive experience at several European subsidiaries.
, which is based in Surrey in the UK, has appointed Adam Edwards, Philip Lee, and Luke Turner as private client directors.
Edwards is joining AHR after more than 14 years at Credit Suisse in London. He brings extensive experience in the investment, asset allocation and wealth planning advisory services to UK resident high net worth individuals, corporates and family offices.
Turner has come from W1 Investment Group to manage a portfolio of HNW clients. Boasting thorough experience with British expatriates and a knowledge of the market across the EU, Asia and the Middle East, Turner will also lead the repatriation team for clients returning to the UK.
AHR, which was launched in May this year, intends to secure around £500 million ($688 million) in assets under management within its first 12 months of operation. It expects to employ around 50 advisors with £2 billion in assets under management within its first 36 months of operation.
Close Brothers
has appointed Patricia Halliday as an independent non-executive director with effect from 1 August. Halliday will become a member of the board's risk and audit committees, as well as becoming a director of the company's banking subsidiary, Close Brothers Limited.