Sanlam adds to wealth division

by | May 4, 2017

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Brown Shipley

Sanlam UK has made a number of senior appointments within its wealth division.

Charlie Parker, Paula Eddery and Katrina Usher are the newcomers.

Parker joins in November and will work closely with John White, the firm’s Head of Wealth. He will help grow the business and strategically position the division in a bid to maximise its global connections and new client segment opportunities.

Eddery and Usher both joined in May. Eddery serves as portfolio manager in the London team and the regional manager of the firm’s South Eastern Offices. She was previously been Head of Investments at Thomas Miller and prior to that, served as CIO of Broadstone.

Usher joined the Financial Planning team as a regional manager in the north of England. She was previously at A J Gallgaher and Baker Tilly.

CEO Sanlam Wealth John White said: “I am focussed on delivering the best outcomes to our growing client base and bringing the highest quality individuals into our Wealth Division to broaden our reach and appeal to allow us to meet the exacting targets that we have in the business. Charlie, Paula and Katrina are huge additions to my leadership team and I look forward to working with them to meet our ambitions.”

Group CEO Sanlam UK Jonathan Polin said: “I am delighted we have been able to attract the highest quality individuals to assist John in delivering a full service Wealth Division. These appointments come at an exciting time for the Group as we have just completed our strongest quarter with our Financial Planning business writing the highest ever new business. We are developing innovative solutions and adopting new technologies to enhance our existing business and ready our Partnership Programme to be relevant and attractive to quality advisers.”

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