Tilney has announced a trio of appointments within its Belfast office as its upcoming £625m merger with Smith & Williamson is set to make one of the leading wealth managers in Northern Ireland.
The £25bn business has hired Chris McVeigh (pictured centre) to become managing director and Alison Dean (pictured left) to become a financial planner.
Simon Martin (pictured right), who has been a financial planner with Tilney for three years, has been promoted to director of financial planning.
McVeigh joins from Ulster Bank, where he had spent 22 years, where he was most recently director of business banking.
Dean joins from Davy Private Clients and has experience working with charities, pensions and high net worth clients. She previously worked as an adviser for Danske.
Before Tilney, Martin also worked for Dankse Bank, as well as UBS and Lloyds Private Banking.
Paul Frame, head of region for Scotland and Northern Ireland, said: “Our new office opened in December last year to meet the needs of our growing client base in the region. These new appointments are a further indication of our commitment to providing expert financial planning and investment management services for the people of Northern Ireland.”
In a press release, Tilney said the group was set to become one of the leading players in Northern Ireland when its merger with Smith & Williamson completes in 2020. The merged business, Tilney Smith & Williamson, will manage £45bn across jurisdictions making it a large competitor to Brewin and Rathbones.
The firm opened an office at Imperial House in Belfast’s business district at the start of the year.
