Thursday, 11 October 2018 09:04

Tilney assembles HNW team to offer ‘bespoke’ service

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Stewart Richardson, David Man, Joanna Hunt, Tracy Browne and Stephen Bristow Stewart Richardson, David Man, Joanna Hunt, Tracy Browne and Stephen Bristow


Financial Planning and wealth management group Tilney has recruited a team of five highly-experienced wealth managers to focus on supporting ultra-high net worth clients.  

The team, which on average have more than 25 years’ experience in wealth management and private banking, will be based in Tilney’s office in New Street Square, London.



It comprises Joanna Hunt, Stephen Bristow, David Man, Stewart Richardson and Tracy Browne, who have joined Tilney as directors of investment management from a number of private banks and wealth managers, but previously worked together at Citi Private Bank and Coutts.



The team will be headed up by Joanna Hunt who joined Tilney from LGT Vestra where she has worked in the private office since 2015.

Before that she spent eight years at Citi Private Bank and five years at Coutts & Co. 

Stephen Bristow joined 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 joined from Salisbury House Wealth, where she has worked as wealth management consultant.

Prior to that 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, said: “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.”

He added: “At Tilney they will be wholly focused on delivering an outstanding and completely personalised service to small number of very wealthy clients.”

 

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