Wealth manager hires ex-Citi and Coutts private bankers to provide highly bespoke support to ultra-high net worth clients.
Leading wealth management group Tilney, which looks after more than £24 billion for private clients, families, charities and professionals, has recruited a team of five highly-experienced wealth managers to focus on supporting Ultra-High Net Worth clients and their families.
The team, who on average have over 25 years’ experience in wealth management and private banking, will be based in Tilney’s office in New Street Square, London.
The team, comprising Joanna Hunt, Stephen Bristow, David Man, Stewart Richardson and Tracy Browne, have joined Tilney as Directors of Investment Management from a variety of private banks and wealth managers, but previously worked together at Citi Private Bank and Coutts.
The team is headed up by Joanna Hunt who has joined Tilney from LGT Vestra where she has worked in the private office since 2015. Before this 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 managing portfolios for wealthy investors, family offices and institutional clients on an absolute return basis. At RMG Stewart Richardson was also Chief Investment Officer. David Man previously worked at Citi Private Bank, Royal Bank of Canada and Merrill Lynch International and Stewart 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, prior to which she was a Director at Citi Private Bank and spent 20 years at Coutts where she was a Senior Private Banker.
Miles Robinson, Tilney’s Head of Investment Management in London, commented: “We are delighted to have reassembled what is undoubtedly one of the UK’s most highly-experienced teams focused on supporting wealthy individuals and their families.
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. 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.”