Emma Lundy (pictured above) joins from AAG Wealth Management, an affiliate of SJP, where she was an associate wealth manager. She will join the ‘1762′ team as a wealth executive.
Amy Pethers has joined the same team as a wealth adviser. She is the second hire from Kleinwort Hambros, after Brewin hired William Quantrill as wealth director in March.
At Kleinwort, Pethers was a private banker and previously worked at Societe Generale Private Banking as an associate private banker. Prior to this, she worked at Butterfield Private Bank as a private client officer.
The two hires are the sixth and seventh appointments to the ‘1762’ team, with the most recent hire of Coutts & Co’s Anthony Rawlinson in April. The team was setup last year with an office in Waterloo Place in the St James’s area of London to cater for clients with complex requirements.
Commenting on the appointments, 1762 operations director, Nick Hammond, said: “Amy and Emma hold a range of investment management, financial planning and credit qualifications and they impressed us not just with their knowledge and experience, but also by their commitment and desire to deliver the very highest levels of client service and outcomes.”
He added: “We have assembled an impressive team here at Waterloo Place over the last twelve months, drawing together long-serving Brewin Dolphin personnel and carefully selected individuals who have decided to join us from other prominent city firms. This diversity of skills, experience and backgrounds combine to create a formidable team and a progressive culture and we are all looking forward to working together, for the benefit of our clients, in the months and years ahead.”
A push from within
Elsewhere, Brewin has promoted Menna Cule to head of office for its Birmingham and Oxford offices. She replaces Adam Wilkins who is stepping down from the role to focus on managing investments for his clients. He will continue as a divisional director of investment management.
Cule, who joined Brewin in 2016 as a qualified financial planner, has been promoted from her role as head of regulated advice and performance. She recently led a company-wide client skills programme for all client-facing staff.
In her new role, she will manage a joint team of over 50 people across both offices that deliver comprehensive financial planning and investment management.
Charles Ferry, managing director – private clients at Brewin Dolphin, said: “We are very pleased that we have been able to appoint the head of office role from our internal talent with Menna’s promotion.
“Her dedication to looking after clients’ interests was shown through her recent work across the whole company on client relationship skills. We would like to thank Adam for all his hard work and commitment over the last five years leading the office and are delighted he is staying with us to continue with his excellent client work.”