British wealth manager Charles Stanley has hired Adam Martell as the new investment advisor and chartered wealth manager for its Leeds office.
Martell most recently served at Brewin Dolphin’s Newcastle office, where was responsible for managing investment portfolios for charities, private clients and institutions.
Go deeper with GlobalData
Charles Stanley Leeds office branch manager Jonathan Baker said: “As the office continues to go from strength to strength, it is important to bring in additional expertise.
Adam brings with him a proven track record in discretionary and advisory investment management and he will play a key role in maintaining our commitment to providing a first rate client service.”
“With its emphasis on client outcomes, Charles Stanley is well placed to be the wealth manager of choice and I am looking forward to contributing to the firm’s continued success, particularly from my base in Yorkshire,” Martell said.
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.
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
