Tom graduated from Edinburgh University in 1990 and started his career with Singer and Friedlander Investment Management where he worked for over fifteen years. CITY OF BITS: SPACE, PLACE AND THE INFOBAHN (1996) Eamonn Canniffe. He has held key positions at Schroders, and SG Asset Management. Alex is an Investment Management Certificate Holder and a Level III CFA Candidate. His new single "Fever" will be available soon. Craig's clients range from minors to clients in theirnineties, helping them to reach their financial planning objectives. Prior to joining Merrill Lynch in 2002, he qualified as a Chartered Accountant. Paul began his career at Barclays Bank Trust Company Limited in 1982 before moving to Henry Cooke Lumsden in Manchester in 1987. Over 25 years’ experience providing comprehensive financial planning advice. Milan has over 25 years’ Financial Services experience in Wealth Management and Financial Planning. Alex is an equity analyst covering both Consumer Discretionary and Consumer-related internet securities. URBAN ETHIC: DESIGN IN THE … Andy has held the position of Head of Advice since July 2014. She has been involved in numerous acquisitions, integrations and system migrations over the years whilst holding a variety of managerial roles spanning Operations, Servicing and Finance. The risks in China and the promise of ecology investing. But has it been effective? Dare I hope for a couple. As a mortgage and protection adviser within our Telephone Advice Service, Ajay has the ability to speak with a wide range of clients in regards to helping them with their mortgage and protection needs. Over 12 years’ experience providing mortgage and protection advice. The design studio was distinguished by the analysis of a series of relevant design … Lynne has over 9 years’ experience providing comprehensive financial planning advice.Lynne's clients range from professional private clients to high net worth individuals, helping them to reach their financial planning objectives. Giles's clients range from young professionals to clients at or in retirement, helping them to reach their financial planning objectives. Peter has a varied client base to whom he provides goal-based financial planning, with the main focus on investment advice and retirement planning. VAT registration number: 245 5013 86. Edward has over 10 years’ experience in providing comprehensive mortgage and financial protection advice, and holds the Advanced Diploma in Mortgage Advice . An experienced Financial Planner providing comprehensive financial planning advice. She joined Close Brothers Asset Management in April 2014, as a global equity analyst covering the consumer sector in the Research Team. James joined Close Brothers Asset Management as an Investment Specialist in April 2019, providing regulated investment advice across our investment propositions. Martin joined Close Brothers in 2005 and has been CEO of the Asset Management division since 2008. Sam has over 6 years' experience in the financial services industry, specialising in financial protection and wealth management, Sam dedicates his time to providing holistic financial advice to both private and corporate clients, and being part of our Telephone Advice Servicer has given him the ability to speak with clients from all over the UK. He has passed various investment and financial planning exams and is a CFA charter holder. As a Chartered Financial Planner, Jon is highly qualified and well versed in all aspects of financial planning with particular expertise in Investment, Retirement, Protection and Legacy Planning. We have found at least 200 people in the UK with the name Colin Rowe. Over 20 years’ experience providing comprehensive financial planning advice. Andrew has 9 years of investment experience – all in fixed income. He is also a Trustee of James Clerk Maxwell Cancer Charity and has been an advisor for the International Bar Association’s Finance Committee. Over 25 years experience providing holistic financial planning advice. Prior to this, Ed spent 3 years at Rathbones Investment Management working on investment portfolios for individuals, trusts and charities. Ian is responsible for promoting our Discretionary portfolio management services to IFAs. Valeria is a Chartered MCSI and she holds a CISI Level 4 Diploma in Investment Advice (Securities). Colin Rowe (27 March 1920 – 5 November 1999), was a British-born, American-naturalised architectural historian, critic, theoretician, and teacher; he is acknowledged to have been a major theoretical and critical influence, in the second half of the twentieth century, on world architecture and urbanism.During his life he taught briefly at the University of Texas at Austin and, for one … James and his team deliver fully integrated wealth management through relationships between advisers and investment managers, providing high net worth clients with an excellent bespoke service offering. Head of Socially Responsible Investment Research. Over 22 years’ experience providing comprehensive financial planning advice. 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. He is a Fellow of the Chartered Institute of Securities and Investment. His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums. The FCA has not been idle. London and South East | Business Development Director. edited by Alexander Caragonne. Barry's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. She has 20 years’ experience in working with clients across a wide range of financial services propositions including; leasing, treasury and wealth management and has a strong focus on professional connections. He worked for Julius Baer, Spain for over five years as both an equity analyst and portfolio manager covering all sectors. Smith Rowe was coached by Colin Omogbehin, right, and Leion Dillon, left Wright already had the inside track on Smith Rowe’s talents having gone to school with the whizkid’s dad, Les. Lucy joined Close Brothers as an Investment Manager in 2019 to support the proposition for charities and private clients. Prior to this position, he worked at Fidelity Investments. He joined Close Brothers Asset Management in September 2013. Sarah is responsible for our business development strategy with lawyers, accountants, trust companies and investment consultants. He graduated from Leeds University with a degree in Business Management and has over 15 years’ experience working in the financial services industry. Tim Eliot-Cohen joined Close Brothers in 2017 as a Managing Director. Where this theory is challenged is in the political and social restructuring of the city on the basis of class or race. Both companies are part of Close Brothers Group plc, are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority; Financial Services registration numbers 119329 and 175827 respectively. Nathanael is passionate about driving Close Brothers Asset Management towards a market leading position within bespoke investment management, while fostering a collegial working environment focused on positive outcomes for our clients. Stef’s clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. As a financial planner within our Telephone Advice Service, Anthony has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals. THE NEW URBANISM (1993) Albert Pope. Andy joined Close Brothers Asset Management in 2011 when Scott Moncrieff were acquired by Close Brothers and he initially held the position of Head of Advice in Scotland. Andrew Mackintosh-Walker joined Close Brothers in 2018 as a Managing Director of their discretionary investment management division in Scotland. He was also an equity analyst, covering a range of stocks and funds. Over 15 years’ experience providing comprehensive financial planning advice. Roohi started her career at Lehman Brothers in 1999 following Masters degrees obtained in International Management from King's College London and in Theoretical Physics from Imperial College of Science, Technology & Medicine. This ensures you can continue to focus on your busy everyday life, safe in the knowledge your financial matters are taken care of. He holds a degree in Politics with American Studies from the University of Nottingham. It is free to register and only takes a minute or two. Eran joined Close Brothers Asset Management in December 2018 as a Credit Analyst. 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. Here, four advisers tell us their cheery 2021 stories of apprentice success. Stuart's clients range from young professionals to clients at or in retirement, helping them to reach their financial planning objectives. After spending 6 years in Corporate Finance/ M&A at Deutsche Bank/ Bankers Trust, London, and ING Barings, Milan, Valeria has worked as an Equity analyst for Asset Management groups including Rowan Dartington, Albemarle Asset Management and Montanaro Asset Management, all based in London, covering numerous sectors on a Pan-European basis. Robert has leadership responsibility for the investment teams providing services and support to our investment professionals, including: all security research, performance, risk and governance as well as investment policy and asset allocation. She enjoys helping clients identify what is truly important to them and creating bespoke solutions to support them in achieving their goals. She sits on the editorial panel for the Securities and Investment Review and for 9 years sat on the committee for the Wealth Management Forum organising bimonthly events. An experienced Financial Planner providing comprehensive financial planning advice. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Steve's clients range from young children with trusts to retirees in their 90s. Over 27 years’ experience providing comprehensive financial planning advice. Alec’s clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Alastair is a Fellow of the Chartered Institute for Securities, has an MBA from Strathclyde University Business School, a BA (Hons) from Strathclyde University, and a Post Graduate Diploma in Accountancy from the University of Glasgow. Over 20 years’ experience providing comprehensive financial planning advice. He believes the key to this is building long term relationships and to provide an ongoing service. Simon joined Close Brothers Asset Management in June 2019, providing IFA support through the South West and South Wales regions. Prior to Close Brothers, Gregg worked for Cofunds delivering a range of innovative change projects and at ABN AMRO in Luxembourg, implementing a major outsourcing programme. Over 20 years' experience providing comprehensive financial planning advice. Richard is an Investment Manager, co-managing the Close Sustainable Balanced Portfolio Fund. He specialises in personal investment and retirement planning understanding and anticipating changing requirements through life. COLLAGE CITY (1978) Rem Koolhaas. Prior to joining Close Brothers, Harry worked primarily as a client-facing bespoke investment manager in London, helping high net worth families, trusts and charities to protect and growth their wealth and investments. Chartered Wealth Manager | Financial Planner. Sam is co-fund manager of the Close Managed Fund range. Over 15 years’ experience providing comprehensive financial planning advice. ‘I am very excited to be joining the team at 7IM as MD for the private clients business in the UK. Over 35 years’ experience providing financial planning advice. Philip joined Close Brothers in 2019 as Managing Director. Advisers who put clients' investments into 'high-risk' products would have to pay a new levy. Rowe joins following four years at Close, where he was responsible for building the company’s midlands hub, as well as driving its national acquisition strategy. Harry joined Close Brothers in 2016 as a Director in the Investment Specialist team, moving to advice in 2019. Sean is a Chartered member of the CISI, holding a Masters in Wealth Management. Andrew Hess joined Close Brothers in January 2019 as a Managing Director with responsibility for overseeing the management of the Mayfair office. Over 25 years’ experience providing comprehensive financial planning advice. Rowe has continued to find truth through music. He is the co-chair of the Fixed Income committee and a key member of the Multi Asset Class (MAC) Committee, contributing to house asset allocation and investment decisions. Chris joined Close Brothers Asset Management in May 2020 as a Business Development Director for the Midlands and has over 23 years of experience in financial services.Having started his career in 1997 at Standard Life, Chris then moved into a specialist role within unit-linked guarantees working at both market leaders in this space; Met Life and AXA Life Invest. Part of our Telephone Advice Service, Milan’s clients are based throughout the UK and he helps them to reach their financial goals and aspirations. He is also a Trustee and Chair of the Cattanach Trust, a Scottish based charity that supports other charities in Scotland funding projects for children in the first 1000 days of their lives, who are living in difficult or deprived circumstances. His areas of expertise: tax-efficient investment planning, retirement planning and wealth succession planning. to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. Over 15 years’ experience providing comprehensive financial planning advice. Over 28 years’ experience providing comprehensive personal financial planning advice. Watch Queue Queue Simon joined Close Brothers in 2019, having specialised in advising pilots over the last few years. 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. After university George joined Close Brothers Asset Management where he has now been for over 4 years. I work as your trusted adviser to simplify complex financial planning issues and provide a holistic wealth management service. He graduated from Nottingham University with a First Class Honours Degree in Mathematics with Engineering. It is time to champion the value of advice. Kurt joined Close Brothers in March 2018 as Business Development Director for London and the South East and has over 30 years’ experience in Financial Services. He left Standard Life after nearly 20 years of service in 2008, the latter stage of his career as part of the Sales Investment Team. He looks after both onshore and offshore multi asset class portfolios for private clients, trusts and corporates. Specialising in wealth management for individuals, Alex acts for a varied range of clients, offering comprehensive and personal wealth management services through the use of goal based financial planning. Over 28 years’ experience providing comprehensive financial planning advice. She now heads up our Financial Education division, working with some of the UK’s best known employers. South West and South Wales | Business Development Director. Richard is able to work with clients’ other professional advisers to provide a holistic approach to managing clients wealth planning. Previously he worked for Cazenove and Co., where he spent five years as an analyst in the US department. He started his career at Norwich Union. Andrew joined Close Brothers Asset Management in September 2016 as a member of the Fixed Income team. Mark graduated from Reading University, with a BA Hons in Economics & Politics. ‘It has been a fun and challenging four-to-five years there and I will miss the firm and my colleagues who have become my friends. Oliver Harvey joined Close Brothers in 2018 as a Managing Director. James has worked with private and business clients ensuring clients have trust and peace of mind. Nick’s focus has always been on the client-facing side of the role; he particularly enjoys helping his clients to navigate through periods of financial instability or life changes, guiding them through some difficult decisions and giving them peace of mind. As a Senior Director at HSBC, Seton managed a Team of Fund Managers. The provider has moved 80% of its adviser assets onto its new FNZ platform, with the final cohort set to be migrated on the weekend of 27 and 28 February. He graduated from Coventry University in 2010 with a master degree in Finance. Andrew is married with three sons and when not standing on a touchline, he enjoys open water swimming, skiing and competing in triathlons. 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. Alan Simpson joined Close Brothers in March 2019 as Business Development Director for Scotland and has over 14 years’ experience in Financial Services. He supports our Investment Directors, by assisting with both onshore and offshore multi asset class portfolios. An experienced Financial Planner providing comprehensive financial planning advice. He is also currently progressing through his MBA with the IE Business School in Madrid. Helen is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. Over 14 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to retirees, helping them to reach their financial planning objectives. And when not training for the next event, he enjoys chasing his beagle around South West London. Before this he worked at Fleming Private Asset Management for 11 years where he was appointed Director in 1994, assuming responsibility for the International Client desk from 1996. Sarah's clients range from young professionals to retired individuals, helping them to reach their financial planning objectives. Chris is a Chartered Member of the Securities Institute and holds a BA in Economics from the University of Durham. Stephen is a holder of the Investment Management Certificate and is a CFA Charter holder. Tim lives in Wiltshire with a family of 4 and is an active philanthropist. He has worked in intermediary-facing roles for over 25 years. Click here to find personal data about Colin Rowe including phone numbers, addresses, directorships, electoral roll information, related property prices and other useful information. With over 18 years' experience in the financial services industry, Alex is both a successful and diligent financial planner. Director of Wealth Structuring | Chartered Financial Planner. Martin's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives. Jame's clients range from graduates to retired persons, helping them to reach their financial planning objectives. Since joining the company, she has been instrumental in key people initiatives and projects relating to the benefits, culture and organisational design of the division. Antony specialises in offering a personal service, which encompasses establishing clients' personal and financial goals, holistic financial planning and building long-term relationships. THOURAYA ASHOUR & DR. NEBRAS MACHINA 2. Over 14 years’ experience providing comprehensive financial planning advice. He will also become a member of the executive committee. He has also accumulated wide- ranging industry experience and previous firms for whom he has worked include Quilter, Capel Cure Myers (now Barclays Wealth ) as well as Invesco Private Portfolio Management and Fergusson Hall Stewart (now Investec) in South Africa. I look forward to the hard work and challenges ahead and to building many new and rewarding relationships.’. After working as an analyst for two years, Stephen moved to Close Brothers Asset Management in 2002 where he developed the in-house Equity and Bond Quantitative Models. He was born the eldest son Mr and Mrs. L. G. Rowe of "Rockleigh", Sandilands, about 6 miles (10 km) south-west of Ardrossan, and educated at Kadina High School and King's College, Adelaide, where he … Helping each to identify their unique objectives and then build a plan to achieve these. Prior to this, he was Senior Manager at wealth advisory firm Grant Thornton and a Director of Wealth Management at law firm Maclay Murray & Spens.He holds a Diploma in Financial Planning and has a Joint Honours Degree in Law and Accountancy form the University of Edinburgh. Darren joined Close Brothers Asset Management in September 2009. Helen and the team provide Bespoke investment management services for private clients, trusts, charities and pensions, working either directly with clients or with other professional intermediaries. He is currently a CFA Level III candidate and has passed both the IMC and both CFA Level I and II. Andrew spent 18 years at Rathbones Investment Management, heading up a department managing in excess of £5bn of assets under management. Key to his role is ensuring clients build up wealth in the most tax-efficient manner, adopt the most appropriate investment strategy and proactively make changes based on market conditions and legislation. Nick started his career in 1993 working in the City for James Capel before leaving to join Rathbones in 2002. He previously covered the East and West Midlands as a Regional Sales Manager at Premier Asset Management, as well as working at Old Mutual Wealth as the Investment Specialist supporting the Midlands region, focused on discretionary and multi-asset solutions. Catherine is also a trustee of the Royal College of Art. Alastair joined Close Brothers in August 2019, following almost 10 years at Brooks Macdonald Asset Management where, along with two colleagues, he set up their Edinburgh office in 2009. Having started his career with Merrill Lynch International in London,  he left to join Rathbones Investment Management  where he worked for 17 years, latterly as the deputy head of their Edinburgh office. He then made the decision to focus on a career in asset management. The idea of a class/race division is something that fits snugly into the grand scheme of … 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. LADDERS: ARCHITECTURE AT RICE 34 (1996) William J. Mitchell. Prior to this, Matthew was Managing Director - Head of Intermediaries, Multi Family Offices and Group Referrals at Deutsche Bank. George joined Close Brothers in 2019 from a boutique IFA background. Over 28 years’ experience providing comprehensive financial planning advice. In a Linkedin post confirming the move last week, Rowe said: ‘Today is my last day at Close Brothers Asset Management which is both exciting and sad. Keith's clients range from young professionals to retirees, helping them to reach their financial planning objectives. And business administration Coutts & Co back in 1985 he transferred into fund Management, in. 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