Sedulo Wealth, uma divisão do Sedulo Group com escritórios em Manchester, Londres e Leeds, tem o prazer de anunciar os compromissos de Christy Morrison como diretora de gerenciamento de riqueza, Zoltan Molnar como planejador de riqueza e Angela Wise Planner Independent Wealth. Christy, Zoltan e Angela trabalham em equipe há mais de 15 anos, juntando-se recentemente da WH Ireland. bem como planejamento de negócios para clientes corporativos em todos os aspectos de sua jornada financeira. It aims to have £250m of Funds Under Management by the end of 2020.
These new hires come immediately after the recent recruitment of Jon Fisher as Head of Wealth and Jamie Barrington as Senior Paraplanner, who also joined the firm in June from Grant Thornton.
Sedulo Wealth Management provides advice and investment strategies to high-net-worth individuals, their families, as well as business planning to corporate clients on all aspects of their financial journey.
The Group, with almost 150 employees, continues to have growth of almost 50% across accountancy, tax planning, corporate finance, banking and wealth divisions. It aims to have £250m of Funds Under Management by the end of 2020.
Newly appointed Wealth Management Director, Christy Morrison commented on her teams’ arrival,
“We are delighted to have joined a company where we can continue to provide a fully independent tailored service. Sedulo aims to deliver the best professional service and ensure the needs of the client are at the heart of the business; Esse ethos focado no cliente tomou a decisão de ingressar em uma de fácil. ”
Gerente parceiro em Sedulo, Paul Cheetham-Karcz, disse: Para nossos clientes. Downtown in Business
“Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service. Zoltan, Angela and Christy’s extensive experience in providing wealth planning advice will be hugely beneficial to our clients. Our group continues to expand, with several further key hires also planned, not least in Liverpool, where we expect to launch our 4th office in late 2020.”
