Tilney Smith & Williamson has hired a new investment manager for its Exeter office.
Will Matthewman will join the team from Charles Stanley, where he has worked for seven years.
He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.
He specialises in building bespoke investment portfolios for clients, and the majority of his work has revolved around servicing private client, trust and charity relationships, and his appointment adds a locally based investment management capability for the first time.
Mark Wilkins, managing partner of Tilney Smith & Williamson’s Exeter office, said: “I am delighted to welcome Will to the Exeter office. We have ambitious plans to continue to grow our presence in the South West and I know Will’s experience will be of considerable benefit to both new and current clients.”
Matthewman added: “As the financial services world moves towards providing clients with a more holistic wealth management experience, I was impressed to see how established and effective the dual-expert approach is at Tilney Smith & Williamson.
“Having the opportunity to work seamlessly alongside our highly experienced financial planners will provide clients with what I believe is a market leading service.
“It is also exciting to see the merger with Smith & Williamson opening up opportunities within the tax and accountancy space, further providing clients with leading advice in areas which can really benefit them.”
Tilney Smith & Williamson operates a network of 28 offices across the UK, the Republic of Ireland and the Channel Islands.
The company was formed in September 2020 through a merger of Tilney with Smith & Williamson. It has assets under management of £54.8bn.
sally.hickey@ft.com
