Brooks Macdonald poaches from rivals in national hiring spree

Six appointments across Cardiff, Edinburgh, Hampshire, London and Taunton offices

Brooks Macdonald
2 minutes

Brooks Macdonald has poached from rivals as part of its hiring spree, with the appointment of six senior specialists to expand its investment teams in Cardiff, Edinburgh, Hampshire, London and Taunton.

Liam Pryce-Jones joins as a senior investment director and head of Hampshire from Raymond James where he was a senior investment manager. Prior to this, he was a senior investment manager and branch manager with Charles Stanley.

Elsewhere, Paul Heath and Nick Dunn will join as portfolio director and investment director, based in the recently upgraded Edinburgh office.

Heath joins from Blackadders Wealth Management where he worked as an investment manager and prior to that as a portfolio manager and assistant branch director with Charles Stanley. Dunn joins from Barclays Wealth Management where he worked as a senior portfolio manager for 24 years.

Meanwhile, Martin Gierach joins the Cardiff team as a portfolio director, after a nine-year stint with Brewin Dolphin as an assistant director, while Josh Herson joins the London-based team as a portfolio manager, moving from Saunderson House where he was a portfolio manager.

Finally, Anthony Clark joins the Taunton office as an investment director having previously worked as an investment manager with Quilter Cheviot and most recently with Casterbridge Wealth Investments.

Significant hires

Earlier this week, Brooks announced it had expanded its sales team with three appointments, at a time when other asset and discretionary managers are trimming sales teams.

Willis Owen head of personal investing Adrian Lowcock said: “This follows on swiftly from their sales team hire and are client facing roles so they are clearly significant hires with plans to growth the business all over the country.

“There has been a growing demand for wealth managers over recent years as IFAs work with large groups to outsource their investment solutions.”

Brooks Macdonald co-head of UK investment management John Wallace (pictured) said: “Hiring the best individuals strengthens our ability to serve clients and support the advisers we work with.

“It is pleasing that our growth ambition and investment approach continue to attract highly experienced people from across the industry. We are delighted to welcome these talented individuals into the Brooks Macdonald family.”

In July, Brooks announced it was merging the workforces in its two existing London offices and relocating to one location in the City, as well as also announcing an office move in Edinburgh.