Close Brothers Asset Management has named James Mallinson as its first director of family business.
The role of director has been newly created by the firm as part of its Family Business Club initiative, announced in January of last year.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
CBAM head of private client services Penny Lovell remarked, "This new role will ensure we continue to equip family businesses with the sound financial planning advice they need to overcome the challenges they must address, such as managing growth and legacy."
Mallinson holds 10 years of experience in multiple aspects of financial planning such as pensions, insurance, mortgages and wealth management.
Mallinson most recently served as a financial planner at CBAM. He earlier worked at In Partnership for three years in the role of an independent financial adviser.
Prior to that, Mallinson served as an associate partner at St. James’s Place for two years.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
