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Brown Shipley promotes client director to head of wealth planning Rebecca Williams has been with the wealth manager since 2015 Brown Shipley has promoted Rebecca Williams to head of wealth planning, effective immediately. Williams (pictured) joined the Quintet private bank in 2015, where she was most recently client director. She is a chartered and certified financial planner, chartered fellow of the securities institute and STEP member Roger Clark, group head of wealth planning at Quintet, said: “Rebecca has played a key role in the development of the wealth planning team and the overall wealth planning proposition at Brown Shipley. She has supported me in the management and leadership of the UK wealth planning business over the last couple of years whilst also leading the wealth planning team in London.” ....
Brown Shipley taps Julius Baer for new intermediary role Philipp Iarmaltchouk joins as head of FIM UK Philipp Iarmaltchouk recently served as a Julius Baer director responsible for business development Brown Shipley has hired Philipp Iarmaltchouk to establish a financial intermediaries market (FIM) desk in the UK, expanding its offering to external asset managers. Iarmaltchouk, who joins from Julius Baer International, will serve in the newly-created role of head of FIM UK and will report to parent group Quintet s FIM head Stephan Matti and Brown Shipley CEO Alan. To continue reading. Tel: +44 (0)1858 438 427 Register Now Investment Week helps enlightened investment professionals to grow revenues and manage risk by reading the market more astutely via this industry leading title. ....