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View the article online at http://citywire.co.uk/wealth-manager/article/a728069

Sanlam nabs Coutts Manchester director to boost regional hub

by Elsa Buchanan on Jan 20, 2014 at 12:25

Sanlam nabs Coutts Manchester director to boost regional hub

Sanlam Private Investments (SPI) has hired Coutts’ James Bardner as a senior investment manager in its Kirkby Lonsdale office as part of the firm’s continuing programme to increase its regional presence.

Bardner, who has over 25 years of client portfolio management experience, joins from Coutts’ Manchester branch where he was a director and wealth manager.

His remit at Coutts involved advising high net worth clients, but he also drove the external marketing and business development of a number of companies he worked for.

Previously, he was a vice president of wealth management at Barclays Wealth in Manchester, where he managed an affluent client base of 335 accounts and played a key role in developing new business from both internal and external sources.

Before this, he was regional centre head and divisional director for Gerrard Investment Management’s Manchester office, where he managed a team of 25. He has also previously worked at Hill Samuel Investment Management, ICI Investment Management and Henry Cooke Lumsden.

Bardner will join Paul Surguy (pictured), head of managed funds at SPI, who recently featured in Wealth Manager’s Top 100 UK fund buyers.

Sanlam manages £2.2 billion in assets in the UK, with around £1 billion of that invested in collectives. 

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