Martell joins the group from Brewin Dolphin’s Newcastle office where he managed investment portfolios for charities, private clients and organisations.
Jonathan Baker, Charles Stanley Leeds branch manager remarked: “As the office continues to go from strength to strength, it is important to bring in additional expertise. Adam brings with him a proven track record in discretionary and advisory investment management and he will play a key role in maintaining our commitment to providing a first rate client service.”
Earlier this week it was reported that co-head of collectives research Stephen Peters is to leave the company after over a decade to join Barclays Wealth.
