Brown Shipley, a subsidiary of Quintet Private Bank, has promoted Rebecca Williams to head of wealth planning, with immediate effect.
She joined Brown Shipley in 2015 as a financial planner and client director, having previously worked as a senior financial planner at C. Hoare & Co, as well as a paraplanner at Cavanagh Wealth Management.
Williams is a chartered and certified financial planner, chartered fellow of the securities institute, and STEP member.
Commenting on the appointment, Roger Clark, group head of wealth planning at Quintet, said: “Rebecca has played a key role in the development of the wealth planning team and the overall wealth planning proposition at Brown Shipley.
“She has supported me in the management and leadership of the UK Wealth Planning business over the last couple of years whilst also leading the wealth planning team in London.
“Rebecca’s promotion recognises these achievements and also demonstrates our focus on growing talent within the business. We will continue to work closely together in the coming months as she transitions to her new role.”
Last month, the firm appointed Calum Brewster as managing director, head of private banking & client solutions, based at its Edinburgh office.
In January, Brown Shipley’s pension administration and professional trustee company was acquired by Dentons Pension Management for an undisclosed fee.
Tom Higgins is a freelance writer at FTAdviser
