Close Brothers Asset Management (CBAM), a UK-based financial planning firm, has named Sarah Keltie as its new senior investment business development director.
Keltie most recently worked at law firm Taylor Wessing. She had an eight-year stint at the firm, latterly as its senior international private wealth business development manager.
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She formerly served at FTI Consulting. At CBAM, Keltie’s priority will be to expand the HNW client offering.
In the new role, she will operate out of London and work alongside lawyers, accountants, trust as well as investment consultants.
She will report to the head of business development and marketing Matthew Spencer.
Commenting on Keltie, Spencer stated: “Her experience of implementing a streamlined and coherent business approach, coupled with delivering successful profile-raising initiatives, will be invaluable in maintaining the excellent service that we provide, as well as building capacity to attract new clients.”
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By GlobalDataLast January, CBAM hired Andrew Hess from Rathbones to serve as the managing director of its HNW bespoke investment management service.
Later in 2019, the firm strengthened its HNW investment management capability with the appointment of Alastair Wilson as the managing director for its Edinburgh office.
It also appointed Philip Young and Lucy Katzarova to expand its HNW investment management service.
