Tilney has formed a team focused on serving ultra high net worth clients, by reuniting five professionals that have previously worked together at Coutts and Citi.
The five hires, who join from a variety of institutions, all join as directors of investment management and will be based in Tilney’s New Street Square, London office.
“Successful entrepreneurs, senior business leaders and wealthy families typically have complex financial affairs and require a completely tailored approach to managing their investments, often working alongside their other professional advisers,” said Miles Robinson, Tilney’s head of investment management in London. “Our new team have been totally immersed in advising some of wealthiest individuals and families in the UK for decades and each of them has a deep understanding of the requirements of high value clients. At Tilney they will be wholly focused on delivering an outstanding and completely personalised service to small number of very wealthy clients.”
Joanna Hunt will head the team and joins from LGT Vestra where since 2015 and she has worked in the private office. Prior to that she spent eight years at Citi Private Bank and five years at Coutts & Co.
Stephen Bristow joins from Credit Suisse in London where he was director & franchise head for ultra high net worth clients, prior to which he spent nine years at Citi Private as a senior private banker and 19 years at Coutts.
David Man and Stewart Richardson are founding partners of RMG Wealth Management where they have worked since 2009. Mr Richardson was also chief investment officer at the firm. Mr Man previously worked at Citi Private Bank, Royal Bank of Canada and Merrill Lynch International and Mr Richardson at Royal Bank of Canada, Merrill Lynch International and Coutts.
Tracy Browne joins from Salisbury House Wealth where she has worked as wealth management consultant. Previously she was a director at Citi Private Bank and spent 20 years at Coutts where she was a senior private banker.
Tilney Group employs over 1,000 staff across our network of 30 offices. It has assets under management of over £24 billion.