Prior to Arbuthnot Latham, Paul spent nearly eight years as a private banker in the London office of SG Hambros. Rory has obtained his Investment Management Certificate (IMC) and is a Level III CFA Candidate. Chris is an Investment Director with over 17 years of financial services experience. Over 12 years’ experience providing comprehensive financial planning advice. He has also held positions looking after wholesale clients for both Scottish Widows and Verbatim Asset Management within the UK. As a Financial Planner within our Telephone Advice Service, Chris has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals. She feels this understanding is fundamental to having long lasting relationships with her clients. Andrew is also interested in corporate governance and SRI investing. Prior to this, Matthew was Managing Director - Head of Intermediaries, Multi Family Offices and Group Referrals at Deutsche Bank. I'd prefer my fund manager to have principles, Ratings Radar Podcast: The best managers in China and ecology funds, Liontrust warns Compass after Rashford's school meal criticism, 7IM poaches Close Brothers’ advice head to run private client arm, Close Brothers buys IFA to establish a Midlands presence, 7IM allows e-signatures in digital wealth upgrade, 7IM hires ex-Aegon UK boss Grace as chair, NMA Awards 2021 shortlists: The East of England, Citywire Chart of the Day: Tesla vs the oil giants, Covid chaos won’t end for another year, advisers say, Premier Miton to launch ESG fund for top-performing European team. CITY OF BITS: SPACE, PLACE AND THE INFOBAHN (1996) Eamonn Canniffe. A complete service combining our capabilities of financial planning, investment management and efficient administration. 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. Tom graduated from Edinburgh University in 1990 and started his career with Singer and Friedlander Investment Management where he worked for over fifteen years. Colin has 4 jobs listed on their profile. Director of Wealth Structuring | Chartered Financial Planner. During his long career with Singer & Friedlander Paul worked closely with all members of the team. Over 25 years’ experience providing comprehensive financial planning advice. Robert Simmons joined Close Brothers Asset Management in April 2019, as a National Account Manager and has over 20 years’ experience in Financial Services. Ian joined Close Brothers Asset Management in 2003 initially heading up the operations team before moving to the front office as an Investment Manager. South West and M4 Corridor | Business Development Director. Prior to this, Ian was North West Investment Sales Manager for Premier Asset Management promoting their Discretionary Management Services, Structured products and Retail Funds.Ian also spent 11 years at Standard Life as an IFA account manager developing and maintaining key relationships and gaining extensive knowledge of the SIPP and Investment markets. Andrew Mackintosh-Walker joined Close Brothers in 2018 as a Managing Director of their discretionary investment management division in Scotland. Prior to joining Merrill Lynch in 2002, he qualified as a Chartered Accountant. North West | Business Development Director. And when not training for the next event, he enjoys chasing his beagle around South West London. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Institute of Directors and holds a Professional Banker Certificate with the Chartered Banker Institute. Over 15 years’ experience providing comprehensive financial planning advice. Mark spent 21 of those years in field-based roles supporting IFAs and restricted intermediaries, but he has also worked as an adviser. Where this theory is challenged is in the political and social restructuring of the city on the basis of class or race. He also holds the Investment Management Certificate and the CISI Diploma. James is Chartered Financial Planner, Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Personal Finance Society, has Equity Release and Mortgage certification, the IMC and PCIAM investment management qualifications and a BSc (Hons) from University of Liverpool. Felix started his career as a trainee Private Client Fund Manager at Henderson Crosthwaite, then Carr Sheppards Crosthwaite, after graduating in Arab Studies from Exeter University. He began his career as a Research Analyst at Carnegie Fondkommission, Sweden. He looks after both onshore and offshore multi asset class portfolios for private clients, trusts, companies and charities. Carla graduated from Warwick University in 2011 with a degree in Accounting and Finance. Amy runs many different risk rated portfolios as well as some of the firm’s largest individual mandates, trusts, charities and socially responsible investment portfolios. Previously working at Standard Life Investments, he has held positions covering UK Wholesale, Global Financial Institutions, Pension Funds and Discretionary Managers both within the UK and laterally within the Nordics. A Chartered Financial Planner and fellow of the personal finance society, providing comprehensive financial planning advice. Sebastian previously worked at Quartet Capital Partners where he managed the distribution of the firm’s bespoke discretionary investment service in the UK. Chris' clients range from the age of 18 to 85, helping them to reach their financial planning objectives. Edward graduated from the University of Durham in 1998 with a Biological Sciences BSc. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Archie is an Investment Management Certificate Holder. Jeanette joined Close Brothers in 2000 after 16 years working in professional services with Arthur Andersen and Ernst & Young. Having worked in both the investment and financial planning teams, Harry has a deep understanding of the benefits that a fully integrated wealth management service can offer his clients. Francis is a graduate in History from Fitzwilliam College, Cambridge. Over 15 years’ experience providing comprehensive financial planning advice. Here, four advisers tell us their cheery 2021 stories of apprentice success. With fluency in five different languages, an exciting professional background in financial services and a Master’s Degree in Finance, George is now on his way to becoming a Chartered Financial Planner, further strengthening our Asset Management proposition. Sarah brings valuable experience creating and implementing business development strategies in the private wealth sector, enabling her to be a valuable resource in supporting and expanding our high net worth client proposition. URBAN ETHIC: DESIGN IN THE … Alan started his career in Financial Services with Eagle Star before moving onto L&G.His clients range from professional private clients to high-net worth individuals, helping each to reach their financial planning objectives. He graduated from Nottingham University with a First Class Honours Degree in Mathematics with Engineering. Tom's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Before MLIM Martin worked for McKinsey & Co in London. Over 12 years’ experience providing mortgage and protection advice. He manages some of our key relationships in the South West and promotes the full range of the Close Investment Proposition. I need a sitcom where Mike Rowe and Colin Ferguson are brothers or cousins or besties or something. Catherine is also a trustee of the Royal College of Art. Mark is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a Diploma from the Securities Institute. Over 5 years’ experience providing comprehensive financial planning advice. Edward has over 10 years’ experience in providing comprehensive mortgage and financial protection advice, and holds the Advanced Diploma in Mortgage Advice . Steve has been with Close Brothers for 24 years, with the last 21 years providing comprehensive financial planning advice. His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums. Dan Gollance graduated from the University of Birmingham in 1999 with a degree in Economics and Spanish. James has worked with private and business clients ensuring clients have trust and peace of mind. Edward is a UK Multi Asset Class Portfolio Manager with over fifteen years of financial services experience. Andy joined Close Brothers Asset Management in 2011 when Scott Moncrieff were acquired by Close Brothers and he initially held the position of Head of Advice in Scotland. David's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives. Charles is a graduate of the University of Bournemouth with a BA (Hons) degree in Financial Services and has worked at Close Asset Management (formerly Rea Brothers Investment Management) since 1995. Martin's clients range from young professionals to retirees, helping them to reach their financial planning objectives. From 2000 to 2006, Francis worked at Singer and Friedlander Investment Management. Keith's clients range from young professionals to retirees, helping them to reach their financial planning objectives. His clients range from young professionals, to retirees and trusts. Over 22 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to retired individuals, helping them to reach their financial planning objectives. Andy has held the position of Head of Advice since July 2014. A deal between platform Nucleus and James Hay's private equity owner Epiris is said to be imminent. Being a desk based adviser has given Tony the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives. Before joining Close Brothers, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Nathanael joined Close Brothers in 2015 having relocated back to the UK from Australia. edited by Alexander Caragonne. Chris received the accolade of being one of the 2016 Private Asset Manager (PAM) ‘Top 40 Under 40’. Prior to this, Lucy worked as an assistant director at Brewin Dolphin, and spent three years at UBS Wealth Management. He is a Fellow of the Securities Institute and holder of the Diploma. Valeria has over 20 years of investment experience. - Duration: 7 minutes, 13 seconds. Paul's clients range from mid career age to post retirement age, helping them to reach their financial planning objectives. He provides holistic wealth planning to enable his clients to protect, grow and maximise their wealth in the most tax-efficient manner and help them to achieve their financial aims. He subsequently moved to Close Brothers Asset Management in July 2019 as an Investment Manager to assist in growing the business. -- Katie I can't get over Colin Ferguson as the Maytag guy in all the new commercials... My Eureka Sheriff has clearly slipped a bit -- Liss LAKE PLACID 3 (2010) | Action, Horror, Thriller | Colin Ferguson, … Before joining Close, he was the Client Services Director of an IFA specialising in affluent and HNW clients directly providing regulated investment advice. She has been involved in numerous acquisitions, integrations and system migrations over the years whilst holding a variety of managerial roles spanning Operations, Servicing and Finance. He is also a portfolio manager for the Close Managed Fund range of multi-asset funds. An experienced Financial Planner providing comprehensive financial planning advice. Click here to find personal data about Colin Rowe including phone numbers, addresses, directorships, electoral roll information, related property prices and other useful information. Steve has also been an integral part of the Close Brothers Financial Education in the Workplace Programme since 1996, delivering over 40 seminars a year to some of the biggest and well-known companies in the UK. James has over 15 years of experience within the financial services industry, providing wealth management advice to entrepreneurial and high net worth clients. Richard Hollowood is a Managing Director having joined the organisation in 2006. Miroslav holds an Investment Management Certificate (IMC) and is currently studying for his Chartered Wealth Manager Qualification with the Chartered Institute of Securities and Investments (CISI), where he is already an associate. Over 6 years’ experience providing mortgage and protection advice. Glenn joined Close Brothers in July 2006 as an Investment Director. Chris joined Close Brothers Asset Management in May 2020 as a Business Development Director for the Midlands and has over 23 years of experience in financial services.Having started his career in 1997 at Standard Life, Chris then moved into a specialist role within unit-linked guarantees working at both market leaders in this space; Met Life and AXA Life Invest. He is a Fellow of the Chartered Institute of Securities and Investment. Weixu has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London. Initially based in London he moved to the Edinburgh office in 2005 where he continued to manage portfolios for Private Clients and Trustees but placed greater emphasis on Charity mandates, becoming the Rathbones Charity Team's principle representative in Scotland. Dean has provided financial advice to clients since 1992, with a primary focus of helping them achieve or maintain their desired lifestyleand financial goals. Over 30 years’ experience providing comprehensive financial planning advice. He joined Close Brothers Asset Management in 2014 and previously established a research team of analysts covering equity, fixed income and macro research. Catherine is a chartered accountant with nearly 20 years of experience in Finance and has delivered several finance transformation programs. Harry is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and has a degree in Geography from the University of Leeds. Tony joined Close Brothers Asset Management in May 2017 as a Director in the Investment Specialist team, providing regulated investment advice across our investment propositions. Paul joined Close Brothers from Arbuthnot Latham after a 14 year tenure, latterly as a director in the Private Banking business. Mark is a graduate of Oriel College, Oxford. He was born the eldest son Mr and Mrs. L. G. Rowe of "Rockleigh", Sandilands, about 6 miles (10 km) south-west of Ardrossan, and educated at Kadina High School and King's College, Adelaide, where he … Sign in to like videos, comment, and subscribe. Amanda enjoys helping her clients to reach their financial planning goals. Rory joined the Risk & Performance team in 2017, before transitioning into HNW Investment Management as an Assistant Investment Manager. He has been a member of the Citywire Wealth Manager Top 100 and is listed as a Spears’ Distinguished Individual High Net Worth wealth manager. from the University of Helsinki and an MBA in International Finance from the Helsinki School of Economics and Business Administration. Jeanette is passionate about creating financial education programmes that inspire employees to make a difference to their future; ensuring financial wellness is adopted within an organisation as part of a holistic wellness strategy to help improve employee engagement, retention and productivity. Andrew is also an active member of the Collectives Research Committee. ‘I am very excited to be joining the team at 7IM as MD for the private clients business in the UK. James was previously Head of Advisory at Moneyfarm, where he managed the Investment Advisory team and assisted in running the UK commercial operation. Paul's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Over 28 years’ experience providing comprehensive financial planning advice. She is highly qualified and experienced and has been advising for over 19 years, with clients ranging from young professionals, business owners, trusts and retired individuals. The solutions Paul delivers are built around enhancing our clients proposition to both its employees and executives and are personalised for each client to dovetail with their business plan and budget. James joined Close Brothers Asset Management in September 2020, as Practice Director of our London advice team. Paul is a Chartered Fellow of the Securities Institute and a holder of its Diploma. Dominic joined Close Brothers as an Equity analyst in 2014, and is responsible for covering companies within the Financial and Healthcare sectors.Prior to this position, Dominic was an investment manager at Sanlam Private Investors and subsequently Julius Baer Asset Management, managing multi-asset class portfolios for ultra-high net worth individuals. Stuart is also a qualified Financial Planner and Mortgage Adviser with over 12 years’ experience in helping clients achieve their financial goals and objectives. Andrew's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Over 21 years’ experience providing comprehensive financial planning advice. He manages a mixture of private clients and pension portfolios. In 2010, Chartwell was wholly acquired by Close Brothers Plc. Catherine joined as CFO in March 2019 and is responsible for Finance and Facilities. Andrew specialises in managing bespoke investment portfolios for a diverse range of clients including fund of funds, charities, private clients, associated family trusts, IFAs and company pension schemes. Chris's clients range from young professionals to retirees, helping them to reach their financial planning objectives. George joined Close Brothers in 2019 from a boutique IFA background. 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