Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jersey moves: S&W senior duo exit, Quilter Cheviot adds one

Jersey moves: S&W senior duo exit, Quilter Cheviot adds one

Smith & Williamson has seen its chief investment strategist and a senior director at its Jersey office depart.

Philip Lawlor (pictured), who has more than 30 years’ investment experience and was previously head of international equities and asset allocation at Royal London Asset Management, has left the firm. He had been Smith & Williamson’s investment strategy head for four years.

Elsewhere, Quilter Cheviot has poached Lee Morris from the wealth management firm to bolster its £1.6 billion Jersey office.

Morris has joined the branch as an investment director and will focus on the fixed interest markets as well as on the firm’s international activities.

The office, headed by Tim Childe, has about 1,400 clients across the Channel Islands, the UK and Dubai. The branch, located on The Parade in St Helier, houses a 25-strong team.

Morris was previously a director of investment management at Smith & Williamson. Prior to that he was a senior investment manager at Canaccord Genuity Wealth Management.

Commenting on the hire, Childe said: ‘The appointment of Lee will help strengthen what is an already an exceptionally robust team here in Jersey and help us to grow our client base. I am delighted to welcome him on board.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: how career burnout led to a family office launch

Profile: how career burnout led to a family office launch

I was burnt-out from a career in finance and had no desire to come back, says the founder of Blu Family Office

Wealth Manager on Twitter