03/04/2021
Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.
03/04/2021
Karl Sternberg, the Company’s Senior Independent Director, will stand down from the Board on 30 June 2021.
03/03/2021
With a wealth of venture debt experience, principally advising US funds, Anna will also work closely with the firm’s national venture capital team to support their start-up and fast-growth tech company clients with their venture debt needs.
03/02/2021
Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.
03/02/2021
Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.
03/01/2021
He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.