Heartwood, part of the Handlesbanken Group, has hired Kleinwort Benson Private Bank’s head of wealth structuring, Jeremy Croysdill as client director in its private wealth management team.
In his new role, Croysdill will be based in the firm’s London office and report to Heartwood head of private wealth management Simon Dixon.
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Croysdill will work on Heartwood’s private wealth management clients as well as working closely with Handlesbanken’s UK branch teams and their customers.
Croysdill, a chartered tax adviser, joins Heartwood with over 27 years’ experience specialising in tax, financial planning and wealth management for private clients.
He was most recently head of wealth structuring at Kleinwort Benson Private Bank, spending eight years with the company.
Previously Croysdill worked for Freshfields Bruckhaus Deringer as an in-house tax accountant and spent 15 years at BDO LLP, providing UK and international high net worth clients with tax advice.
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By GlobalDataSimon Dixon, head of private wealth management at Heartwood said: "We are tremendously pleased to have attracted such an experienced and well regarded candidate as Jeremy to our team – he has a long and distinguished track record in providing tax and financial planning advice to private clients.
"He will play an important role in helping to build our fast growing client base, managing portfolios for clients who come to Heartwood direct and for Handelsbanken customers who require wealth management services," Dixon added.
