Financial Appointments: Investec Wealth & Investment; Rowan Dartington; Signature Private Finance
INVESTEC Wealth & Investment has appointed Terry Michael as an investment director in its Birmingham office, joining a seven-strong team.
As well as managing private client portfolios, Mr Michael will look to expand IW&I’s intermediary and financial adviser discretionary fund management business across the Midlands region – a section of the market in which the firm sees strong opportunities for growth.
Adrian Quin, executive director and head of the Birmingham office, said: “Terry is a great addition. By upholding the high level of integrity that Investec Wealth & Investment has built locally he will play a central role as we build on our established relationships with clients such as financial advisers.”
Prior to joining Mr Michael, who will report to senior investment director Gary Callow, spent seven years as an investment manager at Quilter Cheviot. He currently sits on the Birmingham Chartered Institute for Securities & Investment Committee.
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Rowan Dartington has hired investment manager Oliver Mustin to join Hitesh Mistry and Paul Smith in the firm’s Birmingham office.
Mr Mustin, a chartered wealth manager and chartered fellow of the Chartered Institute for Securities & Investment (CISI), joins the firm after nine years with BRI Wealth Management. As a private client manager at BRI, Mr Mustin provided both discretionary and advisory investment management services for private clients, family trusts, charities, and pensions. He will continue with these responsibilities along with offering DFM solutions to SJP Partners.
Commenting on the appointment, Rowan Dartington’s executive chairman Graham Coxell said: “With this new hire, we are responding to a growing demand for our wealth management services in the Birmingham region and across the UK.”
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Signature Private Finance, the privately-owned principal lender, has appointed Steve Sanderson as Sales Manager.
Mr Sanderson (left) is the latest in a series of appointments that have helped to strengthen the firm’s sales process in order to cope with a surge in short-term property finance enquiries.
With years of experience in short-term property finance, shaped by recent roles with Clever Lending and Brilliant Solutions, Mr Sanderson is a strategic appointment designed to help manage existing broker relationships and build new ones.
Signature CEO Tony Gilbertson said: “It’s as much Steve’s potential as his history that made him the ideal choice for Signature as Sales Manager, a role created for him.
“Steve has personal experience as a regulated mortgage broker and a property developer. His understanding of both sides of the relationship will stand him in good stead as he supports our BDMs in their efforts to sign more deals.”
In recent months, Signature has appointed, Bal Dhillon as Lending Associate, Trevor Melly as Lending Manager and Danny Power as Business Development Manager in the North, whilst confirming Tony Gilbertson as the firm’s CEO.
The firm has said there will be more appointments to follow as it looks to consolidate its position as a lender and build on what has been a good year to date.
