UK-based wealth manager Berry Asset Management has appointed David Lee as its business development manager.

Previously, Lee served as an IFA regional sales manager at Fidelity International, who was responsible for promoting Fidelity funds and building relationships with IFAs, according to Fundweb.

Access deeper industry intelligence

Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.

Find out more

He took up his new role with Berry on 7 October.

Jamie MacLeod, CEO of Berry, said: "The firm has developed its broader investment offerings over the past year, such as the launch of a selection of model portfolios to give options to more modest investors to use Berry.

"That, in the face of the retail distribution review, was a critical development and is an important plank for Lee as he works to build on the firm bedrock of our existing intermediary relationships," MacLeod added.

GlobalData Strategic Intelligence

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