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Regional Stars: 8 of our best Yorkshire wealth profiles

In almost a decade of profiling wealth managers we have crossed and recrossed all the major regions of the UK

In almost a decade of profiling wealth managers - from stand-out practitioners, to executives at national and international firms, to those at the forefront of tech and entrepreneurship, and all stops in between - we have crossed and re-crossed all the major regions of the UK.

Here we present a selection of our stand-out stars in Yorkshire

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In almost a decade of profiling wealth managers - from stand-out practitioners, to executives at national and international firms, to those at the forefront of tech and entrepreneurship, and all stops in between - we have crossed and re-crossed all the major regions of the UK.

Here we present a selection of our stand-out stars in Yorkshire

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Please sign in or register to comment. It is free to register and only takes a minute or two.

Mark Smith, Andrews Gwynne

Now one of three partners at the Leeds manager, even just three years into his career at the firm Smith had already begun to make his mark locally, convening and chairing the Yorkshire Investment Club, a regional wealth body of managers pooling their clout to tempt fund stars up from London.

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David Cowell, Myddleton Croft

At the time of our 2014 interview Cowell was already deep into a multi-year succession plan but even after 32 years as an owner-manager his enthusiasm was undimmed and his interest in the market sharp, accurately predicting a swathe of mid-market wealth firms would soon be bought.

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Keith Loudon & David Loudon, Redmayne Bentley

Keith Loudon was 82 when we visited the Leeds-based broker in 2015 and celebrating his 52nd anniversary at the family firm. While his son David took the rein as chief executive in 2006 Loudon senior remains active in the firm as chair and senior partner

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Patrick Toes & Julie Jones, Myddleton Croft

Within 18 months of our chat with David Cowell we were back in Leeds to meet his successors at the head of Myddleton Croft, managing director Julie Jones and investment director Patrick Toes, to talk about how they were recruiting to support a plan to double client assets.   

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Chris Metcalfe, iBoss

Celebrating his 10th anniversary at the helm of iBoss this year, Metcalfe in 2016 explained how he was an early adopter of the investment outsourcing model which flourished after RDR, and how he is looking to sustain that level of success in the years ahead

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Stuart Phillips, The Private Office

Launched in 2008 Stuart Phillip’s Leeds-headquartered The Private Office had built a solid reputation locally but made a national splash in 2016 when it purchased former coverstar PQR to create a £1 billion financial group employing – at the time – 56 staff in London and 10 in Yorkshire  

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Rowena Houston, Investec W&I

Investec’s Leeds base is tight-lipped about the scale of its local assets but well-informed rivals have no hesitation about naming Rowena Houston’s office as the one to beat. She explained how the business has succeeded where others failed, and how she plans to maintain its current market lead

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Rupert Forrest, Raymond James Leeds

Three years into his career as independent franchisee, Forest is acutely aware that his £75 million in client funds place him in the foothills of the local wealth sector, but equally is aware that he is making an investment in the future. He explains why Leeds was the right place to take that risk

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