Brown Shipley bolster wealth planning expertise

12 March 2018

London Appointment

We are pleased to announce the addition of two new appointments to our London office.

The appointments see both Jeremy Croysdill and David Kay join as Client Directors, adding to the business’ existing wealth planning expertise.

Jeremy, who has over 30 years’ industry experience, will work closely with clients to advise them across the wealth planning spectrum. His previous roles include Wealth Planner at Barclays Wealth and Client Director at Heartwood Wealth Management.

David brings over 35 years’ wealth planning experience to Brown Shipley, following roles at Deutsche Bank Wealth Management, Coutts and Kleinwort Benson. His expertise covers core elements of wealth planning, including pensions, estate management and tax planning.

The appointments are in line with the business’ strategy to continue building its wealth planning expertise nationally, as well as expand its presence in London and the South East.

Commenting on the appointments, Guy Healey, Head of Private Banking, said: “I am delighted that Jeremy and David will be joining our established private client wealth management team in London. The London office has undergone significant development and transformation over the last 12 months, and these appointments are another important milestone in furthering the business’ presence in the South East.

“We began the process of enhancing our London office with the hiring of Richard Stubbs as Head of Lending in March of last year, followed by Michael Pos as Head of Product and Proposition and more recently the appointment of Andrew Butler-Cassar to the role of Head of London. We have a team with considerable experience and expertise that is ready to support the growth of the wider business.”

Commenting on the appointments, Roger Clark, Head of Wealth Management, added: “I am delighted to welcome Jeremy and David to our existing wealth planning team. Their skills and experience perfectly match our planning-led approach and enhance our ability to offer clients a full service wealth management proposition.”

The announcement also follows the integration of the London branch of Insinger de Beaufort (IdB), following the acquisition of the Netherlands based private bank by KBL European Private Bankers (KBL epb), our parent company. This was announced in December of last year.