AWD Chase De Vere’s high net worth boutique The Private Office has appointed two partners as the practice marks an impressive first year in business.
Joe O'Shea joins as partner and chartered financial planner and Alistair Callander, who specialises in providing long-term family wealth planning solutions, also becomes partner. In addition, a paraplanner and two support staff have been hired.
The Private Office was established as a high net worth boutique in November 2008. Based in Leeds, the company runs around £650m in assets under advice.
The Private Office managing partner Robert Morse says: "The past 12 months have been an extremely successful and exciting time for The Private Office. This can be seen in the expansion of our client base which has increased in the past year.
"We believe the business will continue to grow at a significant rate in 2010 and have plans to recruit further during the course of the year."
| Share | |
| Comment | AWD The Private Office appoints two partners |
More better business news
Email alerts
Recommended reading
Categories
Topics
Comments
Related articles
Most Read
This year we have 14 awards designed to mark out the very best products in a highly competitive and innovative market. This includes three new awards for 2011 to reflect the developments in this rapidly growing market: Best Dual/Multi-Index Product, Best Structured (Oeic) Fund and Best Structured Product Provider.
Events
Poll
|
|
Job search
Ifaonlinejobs will open the right investment career path for you. Search hundreds of vacancies on www.ifaonlinejobs.co.uk now
In Focus
Viewpoints
About 2.66 million people are looking to increase the amount of money...
There are no comments submitted yet. Do you have an interesting opinion? Then be the first to post a comment