Charles Stanley, a UK-based provider of securities brokerage services, has named Simon Davis as new director of wealth management in its Financial Services Division.
Prior to this appointment, Davis has worked as senior partner, private clients and a Board director of Broadstone Pensions & Investments Limited – formerly BDO Investment Management, the UK member firm of BDO Global and fifth largest global accountancy firm.
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He was also responsible for the launch of the Broadstone Life Planning service, Broadstone Business Protection service.
Davis is a specialist adviser of financial and wealth structuring to high-net-worth-individuals (HNWIs), their families, trusts and businesses.
Charles Stanley director Mike Lilwall said, "Simon is exactly the quality of individual that we are looking for in the Wealth Management Division here at Charles Stanley and I firmly believe that he will be a key person in taking our significant offering to a broader audience of existing clients and new business.
"I wish him well and look forward to working closely with him as we take our proposition to the next level."
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