Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Jonathanfry poaches Coutts banker for south west push

Jonathanfry poaches Coutts banker for south west push

Boutique jonathanfry is the latest wealth manager to push into the South West, after poaching a senior private banker from Coutts’ Dorset office.

Henrietta Winstanley, who joins the firm as a private wealth director, will work from her base in Lymington with the aim of extending jonathanfry’s reach along the South Coast.

A number of wealth management firms have sought a foothold in the region over the past few years, seeking to attract retirement money.

Last week, Wealth Manager revealed Rathbone Investment Management is planning to open a Lymington branch before the end of the year, following the hire of two managers from rival Brewin Dolphin, which has a wide network in the region.

Jonathanfry, which has £350 million in assets across its discretionary and cash management services, has been actively working to grow its discretionary business in recent months. Over the summer the firm appointed two senior private wealth directors from Kleinwort Benson and Morgan Stanley.

Winstanley has 20 years’ experience in wealth management, including stints at some of the biggest names in the business. She worked as a fund manager at Kleinwort Benson and as a wealth management associate at Lloyds before joining Coutts in 2010.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Play Europe bulls, a retail boost and why a little inequality can be a good thing

Europe bulls, a retail boost and why a little inequality can be a good thing

This week’s Investment Pulse looks at whether investors should be bullish on Europe, the surprise rise in UK retail sales and if a little inequality is a good thing.

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter