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Who's Moving Where In Wealth Management? - Tilney Smith & Williamson, Quilter Cheviot
Editorial Staff
10 August 2021
Tilney Smith & Williamson The services team has more than doubled in the region in the last 12 months and the new space will allow it to “keep pace with ambitious regional expansion plans,” the group said. Teams from the legacy firms which merged last year, currently based elsewhere in Birmingham, are expected to co-locate to the finished building early next year. Quilter Cheviot Nick Lumb has been appointed to Quilter's new Leeds office. He will be joining from Franklin Templeton, where he was responsible for discretionary and advisory relationships across the North of England and Scotland. They will both report to managing director Michelle Andrews and will focus on building long-term relationships with financial advisors and their clients. Their responsibilities will also entail providing support for regulatory and business challenges and working with the investment management team.
Reports of the demise of the office may have been overstated, Tilney Smith & Williamson is moving staff into Birmingham’s landmark 103 Colmore Row, the tallest UK office building under construction outside London. The group is taking the 14th floor to accommodate around 150 people from the merged operations of Tilney and Smith & Williamson, and will use the events space on the 18th floor for seminars, presentations and an outdoor terrace for events.
Quilter Cheviot has hired two business development managers for two of its regional offices. Marshall Docherty is joining Quilter Cheviot’s Edinburgh office from Aberdeen Standard Investments, where he was an investment sales team manager, responsible for regional distribution across multiple channels.