Wealth Manager - the site for professional investment managers

Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Sanlam PI hires ex-Brewin Dolphin quartet for new North office

Sanlam PI hires ex-Brewin Dolphin quartet for new North office

Sanlam Private Investments has hired four ex-Brewin Dolphin investment managers for a new Teesside office.

This will be in addition to existing northern offices in Newcastle, Harrogate and Kirkby Lonsdale.

The new hub will be fronted by Jonty Warneken, head of intermediary services North - who is based in the Harrogate office - along with the four investment managers and two administrative staff.

The quartet worked for Brewin Dolphin until a rationalisation of the firm's regional operation resulted in the closure of the Teesside office in September.    

The hires include Sheila Tindle, who was a divisional director and head of  Brewin Dolphin's Teesside office. Prior to this she was a director of Wise Speke’s Middlesbrough office and an assistant director of Allied Provincial Stockbrokers.

She will be joined by Steve Richardson, who has over 30 years in the financial services industry, most recently as a divisional director at Brewin Dolphin. 

Richardson began his career at Sun Alliance Insurance Group, and has also worked for Stancliffe Todd and Hodgson, where he headed up their financial planning subsidiary and also at Allied Provincial Stockbrokers, Greig Middleton, Gerrard and Barclays Wealth.

John Pearson, who has worked for Allied Provincial Stockbrokers, Gerrard, Barclays Wealth is also joining from Brewin Dolphin where he was a divisional director in Teesside.

Mark McMullan who has worked for over 15 years as an investment manager, first with Lloyds Private Banking and then with Brewin Dolphin, completes the hires.

In a separate appointment, Sanlam has recruited Helen Johnson, who is joining the Newcastle office from the Chartered Institute of Securities and Investments, where she worked as a consultant to their regulatory and investment panels.

Prior to this, she was an investment manager at Brewin Dolphin and a branch manager and investment manager at James Brearley and Sons and Gerrard.

Craig Massey (pictured), CEO of Sanlam Private Investments said in a statement: 'The opening of a new office in Teesside strengthens our already burgeoning presence and  footprint in the North of England, which is all part of our continuing expansion regional plan in the UK.

'The recruitment of talented investment professionals is a key element in this process, providing a superior service for our clients as well as being a driver of our growth both nationally and internationally.'

This follows the launch of Sanlam's Eastbourne office, which was exclusively revealed by Wealth Manager.

The branch is headed by Lee Clark, who has joined from Arbuthnot Latham, where he was a chartered financial planner.

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 Investment Pulse: the highs and lows of 2014

Investment Pulse: the highs and lows of 2014

This week's Investment Pulse looks back at some of the biggest stories of the year as well as looking forward to 2015.

Play Inside ETFs: Why the US bull-run still has legs

Inside ETFs: Why the US bull-run still has legs

Global equities suffered a sharp sell-off in the third quarter but exchange traded fund investors are continuing to back the US to outperform in 2015

Play Paul Niven: I won't rip up the Foreign & Colonial Trust history book

Paul Niven: I won't rip up the Foreign & Colonial Trust history book

The newly appointed manager of the Foreign & Colonial trust talks about his plans for UK's oldest investment company.

Your Business: Cover Star Club

Manchester wealth firm hires Coutts director for London launch

Manchester wealth firm hires Coutts director for London launch

Former Coutts director Tony Robinson has joined Chartered Wealth Management to head the company’s newly opened London office.

Wealth Manager on Twitter