He believes the key to this is building long term relationships and to provide an ongoing service. In 2010, Chartwell was wholly acquired by Close Brothers Plc. Ian joined Close Brothers Asset Management in 2003 initially heading up the operations team before moving to the front office as an Investment Manager. Ian is a member of the Chartered Institute for Securities & Investment (CISI) and is a holder of the CISI Diploma. Chris is a Chartered Member of the Securities Institute and holds a BA in Economics from the University of Durham. Martin joined Close Brothers in 2005 and has been CEO of the Asset Management division since 2008. Prior to joining Close Brothers, Harry worked primarily as a client-facing bespoke investment manager in London, helping high net worth families, trusts and charities to protect and growth their wealth and investments. He works with a diverse client base encompassing both private investment and corporate financial planning. Oliver Harvey joined Close Brothers in 2018 as a Managing Director. He previously covered the East and West Midlands as a Regional Sales Manager at Premier Asset Management, as well as working at Old Mutual Wealth as the Investment Specialist supporting the Midlands region, focused on discretionary and multi-asset solutions. In his new role, Rowe will be responsible for overseeing the client-facing advice teams for 7IM, including the private client managers and financial planners. He is a CAIA Charterholder. He is an associate of the Chartered Institute of Securities and Investments (CISI) and is studying for further personal qualifications. He has a First Class degree in Economics from Leicester University and an MBA from Harvard Business School. Rowe joins following four years at Close, where he was responsible for building the company’s midlands hub, as well as driving its national acquisition strategy. He has worked in intermediary-facing roles for over 25 years. Over 30 years’ experience providing financial planning advice. He was the son of a milkman and was amazed to find out he was a wizard who could attend Hogwarts. Over 15 years' experience within financial services. He also holds the Investment Management Certificate and the CISI Diploma. Prior to this, Lucy worked as an assistant director at Brewin Dolphin, and spent three years at UBS Wealth Management. Last week, the firm announced that former Aegon UK chief executive Adrian Grace would become chair of its board, replacing Ian Owen. Rowe also spent three years as head of private wealth at Kleinwort Benson, following a 16-year stint at HSBC, most recently as divisional director for commercial investments and insurance. He subsequently moved to Close Brothers Asset Management in July 2019 as an Investment Manager to assist in growing the business. from the University of Helsinki and an MBA in International Finance from the Helsinki School of Economics and Business Administration. He joined Close Brothers Asset Management in September 2013. Mark is a graduate of Oriel College, Oxford. He has passed various investment and financial planning exams and is a CFA charter holder. Francis Clarke is Managing Director at Close Brothers Asset Management. Part of our Telephone Advice Service, Stephen has the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives. Alan is one of a select few advisers qualified as a Pension Transfer Specialist within Close Brothers. He left Standard Life after nearly 20 years of service in 2008, the latter stage of his career as part of the Sales Investment Team. Andy has held the position of Head of Advice since July 2014. Martin's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. James has over 15 years of experience within the financial services industry, providing wealth management advice to entrepreneurial and high net worth clients. She joined Close Brothers Asset Management in April 2014, as a global equity analyst covering the consumer sector in the Research Team. The latest fund facts, reports, accounts and price information for our range of onshore unit trusts and OEICs here. George joined Close Brothers in 2019 from a boutique IFA background. - Duration: 7 minutes, 13 seconds. He now heads up ETF research at Close Brothers Asset Management while managing the Close Tactical Select Conservative, Balanced and Growth Portfolio Funds as well as the Close techMARK fund. He is a Fellow of the Chartered Institute of Securities and Investment. Riitta joined Close Brothers Asset Management as Investment Director in July 2012, and was appointed manager of the Close Discretionary Portfolio Balanced Fund 1 April 2013 and of the Growth and Conservative Funds on 24 April 2013. Adam has been with Close Brothers Asset Management for nearly ten years having been involved in the investment world for almost thirty years, managing money for institutions and private individuals across a broad spread of mandates. Colin has 4 jobs listed on their profile. Andrew's clients range from young professionals toretirees, helping them to reach their financial planning objectives. Iain previously worked at Heartwood Wealth Management, part of the Handelsbanken Group, as their Head of Risk and Compliance for over 3 years. He has been managing private client portfolios for 7 years. Seton began his career in the City at Sheppards & Chase in 1983. Stephen graduated from Loughborough University with a First Class Honours Degree in Banking and Finance and is a CFA charterholder. Chris' clients range from the age of 18 to 85, helping them to reach their financial planning objectives. He joined Close Brothers Asset Management (graduate scheme) in September 2015 after graduating from the University of Warwick with a BSc in Economics. Over 14 years’ experience providing comprehensive financial planning advice. Over 25 years’ experience providing comprehensive financial planning advice. Tim was also responsible for research in listed private equity and small company funds, as well as representing Rathbones on the Wealth Management Association Indices Committee, chairing it when he resigned. Prior to this position, he worked at Fidelity Investments. Richard is an Investment Manager, co-managing the Close Sustainable Balanced Portfolio Fund. UK unemployment hit its highest level in four years but UK equities managed to stay in the black thanks to a slew of optimistic news from pharmaceutical companies. Sarah's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Richard Hollowood is a Managing Director having joined the organisation in 2006. Tim is a Chartered Wealth Manager, a member of the Chartered Institute for Securities & Investment and has a First Class degree in Business from UWE in Bristol. Enrico joined Close Brothers Asset Management in 2016 from Arbuthnot Latham as a Chartered Financial Planner. To change your settings please, 'She's that good, she's waiting to apply for Chartered status', FCA spots pin of light at end of dark DB transfer tunnel, From vineyards to investing, advice gives me riesling to be cheerful, British Steel: MPs call on FCA to 'hold bad advisers to account', Aegon default pension funds to invest £1.7bn in low-carbon trackers, ESG goes mainstream in US: Citywire’s 2021 view around the globe, ESG? Simon is a Chartered Financial Planner, beginning his career in Financial Services in 2006 at Hargreaves Lansdown, before joining St James’s Place. Andrew Mackintosh-Walker joined Close Brothers in 2018 as a Managing Director of their discretionary investment management division in Scotland. Alex joined the graduate programme at Close Brothers Asset Management in September 2017 having received an BA in Classical Civilisation from Leeds and completed a Masters in Investment Management at Cass Business School. People.com Health Today's Craig Melvin Opens Up About His Brother's Colon Cancer Battle: 'It Was a Punch in the Gut' Matthew joined Close Brothers in 2019 as Head of Business Development and Marketing. Justina joined Close Brothers Asset Management as a Business Development Director in August 2016 having previously worked for Close Brothers Treasury building a successful client base in the North West of England. 1825 CEO exits for Royal London as SLA shakes up exec team, Private equity swoop on AFH in £225m takeover bid, Standard Life Aberdeen puts bonuses on the back burner, Excl: James Hay's PE owner Epiris closes in on Nucleus deal, Scottish IFA makes first foray into acquisition market, Editor’s snap: Why a US private equity firm is handing AFH £225m, Quilter CEO Feeney: ‘Finishing line in sight’ for replatforming, Hargreaves to cut multi-manager fund fees after value assessment report, Gary Robinson: 3 reasons the market underestimates Tesla, Aviva to close offices as staff to work from home after Covid, Treasury signals self-employed tax equalisation ahead of March Budget, FTSE slides to three-week low as new-variant fears spread, Tuesday Papers: EU threatens to block exports of Pfizer Covid vaccine, Brewin Dolphin ordered to pay client’s £60,000 pension tax bill, FSCS levy to hit £1bn next year as IFAs to pay maximum. John has over 35 years of experience of which 29 years were with Rathbones and Albyn Investments Ltd, which was acquired by Rathbones in 1999. Recollections and Miscellan ; 2 Under Rowe, and over a twenty-five-year period (1963-1988), the graduate urban design studio at Cornell University took urban scale elements as the site of invention and of intervention. In 2001, after the takeover of Flemings by Chase/JP Morgan, Christopher moved to Rathbones as an Investment Director. Following a Commission in the Army, Christopher joined Fleming Private Asset Management, in London, where he managed portfolios on behalf of Private Clients, Trustees and Charities. Ed joined Close Brothers Asset Management in April 2020 as an Assistant Investment Manager for the Chester office. He then made the decision to focus on a career in asset management. Chris Boon is a Managing Director at Close Brothers Asset Management and has been with the Group since 1999. By building long-term client relationships, Danisha provides a structured ongoing service for clients who range from early stage tech startups to private clients wishing to pass on their wealth to future generations. Eran joined Close Brothers Asset Management in December 2018 as a Credit Analyst. Mark joined us from AEGON UK where he spent five years helping to establish the Partnerships Sales Team. Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Barry's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Richard graduated from Reading University in 2001 with an Honours degree in Geography and holds the CII Diploma in Financial Planning, progressing towards Chartered Financial Planner. Sam joined Close Brothers in the Spring of 2019, having previously spent five years at Smith & Williamson where he assisted in the management of a large book of private client assets. Prior to joining the Fidelity International graduate scheme and gaining experience on the sell-side, she read Classics at Cambridge University, graduating in 2010. He also started an education programme for young adults, which has been rolled out to over 3000 children and many schools. Alastair is a Fellow of the Chartered Institute for Securities, has an MBA from Strathclyde University Business School, a BA (Hons) from Strathclyde University, and a Post Graduate Diploma in Accountancy from the University of Glasgow. He subsequently joined Robert Fleming in 1990 and HSBC Investment Management in 2000. He then held senior asset management posts in DJT Group an actuarial practise specialising in self-administered pensions and Rea Brothers prior to its acquisition by Close Brothers, and has headed up the North West office since 1999. Sarah is responsible for our business development strategy with lawyers, accountants, trust companies and investment consultants. Alec’s clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Calls to any number may be recorded for training and monitoring purposes. Over 15 years’ experience providing comprehensive financial planning advice. Helen and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. Is passionate about providing holistic financial planning advice key works South West and South regions... 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