Nick started his career in 1993 working in the City for James Capel before leaving to join Rathbones in 2002. Over 28 years’ experience providing comprehensive financial planning advice. Iain joined Close Brothers Asset Management in November 2016 as Head of Compliance, taking responsibility for Compliance, Risk, Fund Governance and Legal within the division. Previously he was with Merrill Lynch Investment Managers (MLIM) where he worked in a range of roles in the US and the UK, including strategy, distribution and marketing culminating in leading MLIM’s European private client business. She has clients from the big four accountancy firms and also works with solicitors and accountants to provide bespoke holistic financial solutions for their clients, which includes cash flow modelling, pension planning and retirement, inheritance tax planning, high risk products and general investment advice. Rob studied economics at Cambridge University before joining Price Waterhouse and qualifying as a Chartered Accountant. Being part of our Telephone Advice Service has given Phil the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives. Financial Educations are not regulated by the Financial Conduct Authority. Jeanette joined Close Brothers in 2000 after 16 years working in professional services with Arthur Andersen and Ernst & Young. She feels this understanding is fundamental to having long lasting relationships with her clients. Michael joined Close Brothers in 2020 from Brooks Macdonald, where he spent six years as an Investment Manager and Investment Director. The architectural historian, critic and educator Colin Rowe, who has died aged 79, was tutor to the renowned architect Sir James Stirling, and won the … He has also worked at St James’s Place in the UK, offering holistic financial planning and wealth management. Nick has been with Close Brothers Asset Management since 2009 having previously served 10 years as an officer in the British Army. Over 10 years’ experience providing comprehensive financial planning advice. Valeria is a Chartered MCSI and she holds a CISI Level 4 Diploma in Investment Advice (Securities). Richard Hollowood is a Managing Director having joined the organisation in 2006. Matthew joined Close Brothers Asset Management in 2007 and heads up the Manager Research team which is responsible for the research, selection and monitoring of fund managers. Jon is passionate about truly understanding his client’s financial goals and needs in order to put in place appropriate plans to help grow, preserve and protect their wealth. Over 5 years’ experience within the industry focused on providing comprehensive financial planning advice as Technical Adviser and more recently as a Financial Planner. Over 25 years’ experience providing comprehensive financial planning advice. He has been a member of the Citywire Wealth Manager Top 100 and is listed as a Spears’ Distinguished Individual High Net Worth wealth manager. Over 25 years’ experience providing comprehensive financial planning advice. Click here to understand the risks associated with investing. 7IM had not responded to a request for comment at the time of publication. Chris received the accolade of being one of the 2016 Private Asset Manager (PAM) ‘Top 40 Under 40’. Prior to Arbuthnot Latham, Paul spent nearly eight years as a private banker in the London office of SG Hambros. National Account Manager & North East Business Development. He served as 37th Attorney-General of South Australia from 1955 to 1965.. History. New Model Adviser - For professional financial planners. UK unemployment hit its highest level in four years but UK equities managed to stay in the black thanks to a slew of optimistic news from pharmaceutical companies. Nick joined Close Brothers in July 2020 as a Managing Director and Co-Head, with Helen Gerrard, of a new North-West Office. He specialises in personal investment and retirement planning understanding and anticipating changing requirements through life. 7IM has hired former Close Brothers managing director for advice Colin Rowe to run its private client business. After stints travelling and working as a journalist, he spent 10 more years at UBS Jersey – first at the Investment Bank managing the Asset-Backed Security book, then in Wealth Management as a Client Adviser where he specialised in advising UK resident-non-domiciled clients in discretionary, advisory and execution-only services, including credit and FX. Jo has 19 years’ experience in Financial Services, providing comprehensive financial advice to a range of clients to help them achieve their financial planning objectives. He is a member of the Personal Finance Society and holds the Diploma in Financial Planning qualification. Richard also has considerable experience working with small and medium enterprises. Valeria has over 20 years of investment experience. He has maintained key relationships in London and the South East with extensive experience of the sales process at both face to face and business to business. Leaving the South Island of New Zealand the day after the 7.8 Eatherquake. Martin's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Citywire’s World of Professional Investors 2021 publication stitches together insight from our 11 editors dotted across the globe. Richard is a CFA® charterholder as of 2018 and also has the CFA Certificate in ESG Investing. In 2010, Chartwell was wholly acquired by Close Brothers Plc. Please sign in or register to comment. Andrew specialises in managing bespoke investment portfolios for a diverse range of clients including fund of funds, charities, private clients, associated family trusts, IFAs and company pension schemes. Edward has over 10 years’ experience in providing comprehensive mortgage and financial protection advice, and holds the Advanced Diploma in Mortgage Advice . Tom is a Chartered Wealth Manager and Member of the Chartered Institute for Securities and Investments. Head of Investment Acquisition and Integration. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Institute of Directors and holds a Professional Banker Certificate with the Chartered Banker Institute. Alejandro Velez has 7 years of investment experience. Sam is co-fund manager of the Close Managed Fund range. The risks in China and the promise of ecology investing. Andrew holds a Master’s degree in Finance from Durham University, and a Bachelor’s degree in Economics from Manchester University. He has over 10 years’ experience providing comprehensive financial planning advice including wealth accumulation, cash flow forecasting, retirement planning, and helping individuals to make the most of their financial potential both onshore and offshore. Close Brothers is to begin a search for a new chief executive after deciding to part company with Colin Keogh, who has held this position for the past six years. Paul has over thirty four years of experience in the industry, having started his career at Coutts & Co back in 1985. Ed's clients range from business owners to retirees, helping them to reach their financial planning objectives. In 2001, after the takeover of Flemings by Chase/JP Morgan, Christopher moved to Rathbones as an Investment Director. Sarah's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Registered office: 10 Crown Place, London EC2A 4FT. Sign in to like videos, comment, and subscribe. Neil's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Before joining Close Brothers, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Ian is responsible for promoting our Discretionary portfolio management services to IFAs. He subsequently joined Robert Fleming in 1990 and HSBC Investment Management in 2000. Jon has often been involved in presenting and supporting Financial Wellbeing seminars and believes a good financial education is important in developing successful personal financial plans. Archie joined Close Brothers Asset Management in July 2015 having received an MA in Ancient History from St Andrews University and studied for a Graduate Diploma in Law from BPP University. Prior to joining Merrill Lynch in 2002, he qualified as a Chartered Accountant. David's clients range from young professionals to high net-worth individuals, helping them to reach their financial planning objectives. 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