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Who’s Moving Where In Wealth Management? – Close Brothers AM, Charles Russell Speechlys, Others

Editorial Staff

3 May 2023

Close Brothers Asset Management
UK-based has announced that Ed Mawle (pictured) has joined as senior investment director, to help grow the business. 

Based in CBAM’s new office in Cheltenham, he will provide a discretionary investment management service, and manage direct client relationships across the region, the firm said in a statement.

Mawle has 25 years of experience in the asset and wealth management industry, and spent almost 20 years at Brewin Dolphin, before moving to Investec Wealth & Investment in 2017. Giles Marshall, head of bespoke at CBAM, said: “Ed’s appointment will help grow our expanding bespoke business, whilst building our increasingly wide regional presence in the UK.”

Charles Russell Speechlys
International law firm, has recruited partner Richard Jordan to join its private wealth team in London.

Jordan specialises in advising international and UK based ultra-high net worth individuals and families on all aspects of UK tax, succession and family governance. A significant part of his practice relates to legal work for trustees, private bankers, family offices and others within the private wealth management sector. 

Before this role, Jordan worked for four years at Gateley where he served as both head of international private wealth and head of Gateley's London office.