|
Brown, previously wealth management assistant at Coutts, will be responsible for developing links with intermediaries and professionals, and continuing to develop long term affiliations with existing and new private clients.
The Cheltenham office, which opened in October 2012, is the firm’s sixth office and is managed by former Coutts investment adviser David Smith.
Rowan Dartington won three Portfolio Adviser Wealth Manager Awards at the inaugural event in January.
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
While three strategies entered the Square Mile Academy of Funds in October
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate
Investment manager says the trust’s opportunity set is ‘less attractive’ than it has been in the past
Bonds balloon by £631m while money markets increase £402m
