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Who's Moving Where In Wealth Management? - M&G Investments, ZEDRA, Others
1 September 2021
M&G Investments Craig Jones and Omar Iqbal will be based in Birmingham, and Rhys Twomey in Bristol.
In a series of moves at , the UK investment services group with £7.75 billion ($9.03 billion) of assets under administration for private clients and institutional clients, has appointed Sophie Yabsley to join its board.
Yabsley joined the firm in 2008 as a portfolio manager and is a member of the discretionary investment committee. In 2018, she was promoted to head of client services and is now joining the board to oversee client service and client experience.
“Clients are at the core of Ravenscroft’s business and it is absolutely key that they are represented at a board level. We have clients who have been with us since our beginning because of the service they receive and we want to ensure that remains a focus as our client numbers, and office locations, increase,” Mark Bousfield, group managing director of Ravenscroft, said. ‘Sophie’s investment experience and expertise and her focus on client service will be invaluable to the board. She knows the business intimately and has a passion for customer satisfaction and the other directors look forward to working closely with her.”
Yabsley, who is a chartered fellow of the Chartered Institute for Securities & Investment, has completed the CISI Diploma; she is also a Chartered Wealth Manager.
group, has recruited a further three experienced advisors, adding to its growing regional presence.
Jones joins the Birmingham office as a portfolio director and brings more than 30 years’ experience of managing high net worth clients at HSBC Private Bank where he advised entrepreneurs, business owners and their families on strategic planning and investment management. He is a fellow of the CISI.
Iqbal joins the Birmingham team as a wealth planning director. He has 10 years’ experience of advising high net worth clients and their families on various areas of their finances, including retirement planning, estate planning and tax restructuring. Iqbal was previously at Barclays Wealth, and before that he worked at Duncan Lawrie Private Banking and BDO. He is a fellow of the Personal Finance Society and a Chartered Financial Planner.
Both men will report to David Price, head of the Birmingham office, servicing clients in The Midlands.
Twomey joined the Bristol team in July as a portfolio director and brings more than 15 years’ experience to the role. He was previously at Coutts, where he looked after entrepreneurs and business owners, with a particular focus on succession planning.
Craig Jones and Omar Iqbal will be based in Birmingham, and Rhys Twomey in Bristol.