Jeremy Croysdill and David Kay join Brown Shipley to continue building its national wealth planning expertise, as well as expand its presence in London and the South East.
Croysdill, who has more than 30 years’ industry experience, will advise clients across the wealth planning spectrum. His previous roles include wealth planner at Barclays Wealth and client director at Heartwood Wealth Management.
Kay joins with more than 35 years’ experience, having held roles at Deutsche Bank Wealth Management, Coutts and Kleinwort Benson. His expertise covers wealth planning, including pensions, estate management and tax planning.
Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Jeremy and David to our existing wealth planning team.
“Their skills and experience perfectly match our planning-led approach and enhance our ability to offer clients a full-service wealth management proposition.”
The announcement follows Brown Shipley’s acquisition of the UK branch of private bank Insinger de Beaufort’s (IdB) and its integration into its London office.
Brown Shipley said its London expansion started with the appointment of Richard Stubbs as head of lending in March last year, followed by Michael Pos as head of product and proposition and more recently, Andrew Butler-Cassar to the role of head of London.
Guy Healey, head of private banking, added: “I am delighted that Jeremy and David will be joining our established private client wealth management team in London.
“The London office has undergone significant development and transformation over the last 12 months, and these appointments are another important milestone in furthering the business’ presence in the South East.”
