People Moves

Barclays Wealth Management Hires Senior Managers for Major Push into Scotland

Contributing Editor February 28, 2006

Barclays Wealth Management Hires Senior Managers for Major Push into Scotland

Gerrard Investment Management, the private client stockbrokerage subsidiary of Barclays Wealth Management, has made a number of senior hires...

Gerrard Investment Management, the private client stockbrokerage subsidiary of Barclays Wealth Management, has made a number of senior hires in Scotland in a major push for regional growth.

Most prominently, Gerrard has hired Mark Little as regional director for Scotland. Mr Little was most recently head of global autos research at Deutsche Bank, where he worked for seven years. According to a statement from Barclays, Mr Little and his team at Deutsche Bank consistently ranked top three in all major surveys during his time there.

Mr Little is joined by Jacqui Ewing, a top-rated fund manager from Scottish Mutual. James Humphries has joined us as a portfolio manager from a small independent wealth management operation in London, Douglas Deaking Young.

Safter Sarwar is joining Gerrard's Edinburgh office as a portfolio manager from Lindsays Wealth Management and also worked for five years as a fund manager at Baillie Gifford.

David Moore also joins Gerrard from another area of Barclays as a trainee portfolio manager.

These appointments follow on from nine recruited by Gerrard before Christmas for its Glasgow office. Nick Lanzl joins from Macquarie Bank as a portfolio manager on the large funds and charities team.

Other new hires include Fraser Ford who has joined from BWD stockbrokers in Liverpool to work as a portfolio manager, Kerry Hepburn from Berry Birch and Noble, and Jen Marshall from Hymans Robertson. Chris Burke, Mark Paul, Alison Mackinnon and Collette Milliken have been recently recruited to administration roles.

“Gerrard is already strong in Scotland and these key hires boost the already highly experienced management teams in both Glasgow and Edinburgh serving clients in Scotland and beyond,” Barclays said in a statement.

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