Who’s Moving Where In Wealth Management? – Close Brothers, Standard Chartered, Others

Editorial Staff

10 January 2023

Close Brothers Asset Management
, the UK’s wealth management, investment services and the personal investment and financial advice trade association, has welcomed Rathbones Group’s group chief executive officer, Paul Stockton and The Openwork Partnership’s, managing director, Stuart Dodson to its board of directors.

Stockton joined Rathbones in 2008 as group finance director, a role he remained in until 2018 when he then became managing director of Rathbone Investment Management. He was appointed chief executive of Rathbone Brothers in May 2019. Stockton, who has more than 30 years’ experience of financial services, qualified as an accountant with PriceWaterhouse in 1992.

Dodson is a sales and distribution professional with 24 years’ experience of working in the financial advice sector across directly authorised, introduced and appointed representative business models. For the eight years prior to joining Openwork in February 2022, he was managing director of Newcastle Financial Advisers, one of The Openwork Partnership’s largest partner advice businesses.