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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.
The label will come into effect on the 27 November
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Number of women in the industry increases but female representation in the 50-64 age bracket declined, according to inclusion report
Quilter Cheviot’s Andy McGlone and Evelyn Partners’s Charley Davies join the board
