Schroders Personal Wealth has tapped a Barclays Wealth man to lead business development and partnerships in Yorkshire and the North East.
Mark Shay (pictured left with regional director Chris Lomas) will be responsible for brand and marketing activities. In addition to Barclays Wealth, he was part of the team that launched Metro’s high street bank. Before that he headed up Citigold Wealth Management with Citibank in London, where he worked for 12 years.
SPW regional director for Yorkshire and the North East Chris Lomas said Shay’s appointment was part of the wealth manager’s continued commitment to Yorkshire and the North East. “Mark has a vast amount of experience and an extensive network across many business organisations in the area. He is therefore ideally placed to support SPW’s mission of providing more advice to more people,” Lomas said in a press release.
SPW recently announced the opening of its Leeds office, located in City Square, to act as the regional hub to serve its Yorkshire and the North East client base.
Triple appointment in Schroders Personal Wealth’s Oxford office
Additionally, SPW has made a triple appointment in its Oxford office.
Benjamin Beck, Sophie Haslehurst and Katie Nutting all join as financial advisers.
Haslehurst and Nutting are both chartered financial planners. Haslehurst started her career in financial services in 2007 and specialises in tax efficient investments, and planning for business owners. She has worked in Surrey, London, Bristol and most recently Cheltenham.
Nutting has worked in financial planning since 2010 and is an associate member of Resolution, specialising in financial planning for divorcees.
