Close Brothers attracts two from Rathbones to cover North’s wealthy

UK-based Close Brothers Asset Management has appointed two former Rathbones investment specialists to cover wealthy clients in the north west of England.

Helen Gerrard and Nick Jackson take up new roles as managing directors to work closely with financial planners, professional intermediaries and other private client advisers.

Both Gerrard and Jackson join from investment firm Rathbones, where they worked in investment management services in the same region.

Gerrard joined Rathbones in 1987, originally as a dealer before moving into investments. Jackson has been at Rathbones since 2002, specialising in managing portfolios for private individuals, trusts and others. 

© 2020 funds europe

HAVE YOU READ?

THOUGHT LEADERSHIP

The tension between urgency and inaction will continue to influence sustainability discussions in 2024, as reflected in the trends report from S&P Global.
FIND OUT MORE
This white paper outlines key challenges impeding the growth of private markets and explores how technological innovation can provide solutions to unlock access to private market funds for a growing…
DOWNLOAD NOW

LATEST SURVEY

Visit our dedicated Ireland channel for all the latest news and analysis on the country's investment industry.
READ MORE

PRIVATE MARKETS FUND ADMIN REPORT

Private_Markets_Fund_Admin_Report

LATEST PODCAST