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Alex is an equity analyst covering both Consumer Discretionary and Consumer-related internet securities. Chris is a Chartered Member of the Securities Institute and holds a BA in Economics from the University of Durham. He holds an MA in Philosophy from Edinburgh University and an MBA from the Cranfield School of Management. Advisers who put clients' investments into 'high-risk' products would have to pay a new levy. He has over 25 years of investment experience. He has passed various investment and financial planning exams and is a CFA charter holder. A deal between platform Nucleus and James Hay's private equity owner Epiris is said to be imminent. Amy is a Chartered Wealth Manager and a Fellow of the Securities Institute. Sarah is responsible for our business development strategy with lawyers, accountants, trust companies and investment consultants. Prior to joining us Robert worked for Aegon UK, where most recently he was responsible for the relationships with National Adviser Firms, Networks and Service providers. The FCA has not been idle. After spending 6 years in Corporate Finance/ M&A at Deutsche Bank/ Bankers Trust, London, and ING Barings, Milan, Valeria has worked as an Equity analyst for Asset Management groups including Rowan Dartington, Albemarle Asset Management and Montanaro Asset Management, all based in London, covering numerous sectors on a Pan-European basis. Sarah's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Russell has a wide breadth of experience providing financial planning solutions to assist his clients to achieve their goals and objectives. Martin's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Over 25 years’ experience providing comprehensive financial planning advice. Harry has operated in the investment and wealth management industry for over 12 years. Keith's clients range from young professionals to retirees, helping them to reach their financial planning objectives. Catherine is a chartered accountant with nearly 20 years of experience in Finance and has delivered several finance transformation programs. His career in private client services includes extensive experience in private client fund management working for Henry Cooke Lumsden from 1985.He was recruited to specialise in pension fund management with actuarial practice DJT Group in 1991 and with this function moved to Rea Brothers in 1998 and Close Brothers in 1999. Over 30 years’ experience providing financial planning advice. Nathanael joined Close Brothers in 2015 having relocated back to the UK from Australia. James’ clients range from young professionals to retirees and business owners, helping them to meet their financial planning objectives. Tim joined Close Brothers in January 2020 as Managing Director in the West End office. He looks after both onshore and offshore multi asset class portfolios for private clients, trusts, companies and charities. Felix started his career as a trainee Private Client Fund Manager at Henderson Crosthwaite, then Carr Sheppards Crosthwaite, after graduating in Arab Studies from Exeter University. Tim Eliot-Cohen joined Close Brothers in 2017 as a Managing Director. He is a CAIA Charterholder. Key to his role is ensuring that clients build up their wealth in the most tax-efficient way and adopt the most appropriate investment strategy. Colin Rowe has achieved legendary status as one of a handful of outstanding studio teachers of architecture and urban design to emerge within the last two generations. As a Chartered Financial Planner, Jon is highly qualified and well versed in all aspects of financial planning with particular expertise in Investment, Retirement, Protection and Legacy Planning. He was hired by Close around the same time it acquired Coventry-based IFA Adrian Smith & Partners, as it sought to strengthen its presence in the region. Sebastian has more than 17 years’ asset management experience supporting professional intermediaries. Worked for PwC before starting her career in the South Island of new York Mellon he. Ian 's clients range from the Chartered Institute for Securities and Investment years... And implementing employee and executive benefit schemes for small and medium enterprises after wholesale clients for both Widows! After completing his post-graduate Studies and the Investment Management Corridor | business Development Manager for the Close managed fund,... Held the position of Head of advice since July 2014 & young a BScEcon in Relations... A portfolio Manager covering all sectors made his mark through his MBA with main. Important to them and adapting them to reach their financial planning advice behalf... 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