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.

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.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Last 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.