Brooks Macdonald has appointed Alex Charalambous to the newly-created role of head of wealth from 8 April.
He will lead the firm’s advice-led integrated wealth management offering for private clients.
Charalambous (pictured), who joins from Investec Wealth & Investment, has over 20 years of experience in advising high-net-worth individuals and families. He most recently served as co-head of private clients and global head of high-net-worth at Investec. Before this, he was managing director at Julius Baer Wealth Management, having spent his early career at JP Morgan.
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Based in London, Charalambous will report in to chief commercial officer, Robin Eggar.
The new role comes amid Brooks Macdonald’s increased focus on realigning its distribution and client-facing activities, according to the firm, as it focuses on outsourced investment management to IFAs and integrated wealth management for private clients.
Eggar said: “I am pleased to welcome Alex to Brooks Macdonald as head of wealth. His extensive experience and deep relationship network will bring a sharper commercial focus as we continue to grow our wealth business, centred on helping our clients meet their financial goals.”
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Charalambous added: “Brooks Macdonald is incredibly well-positioned to capture future growth opportunities in what is an exciting sector. I’m looking forward to joining the team to help take the firm’s already exceptional offering for private clients to the next level.”
This story originated on our sister title, PA Adviser
