Drawing upon his 13 years of experience, Lee will be responsible for developing new client relationships, building upon Brown Shipley’s well-established client base in the North West.
Lee joins from Barclays Wealth, where he was a Private Banker and Wealth Planner for over six years assisting a number of High Net Worth individuals. Lee’s experience includes managing a client portfolio of over £250m and he brings a range of key skills covering investment strategies, wealth structuring and complex planning structures.
Prior to Barclays, Lee also held the roles of Senior Wealth Planning Manager at Lloyds Bank and Wealth Advisor at Towry over a six year period.
Commenting on the appointment, Jonathan Sherlock, Head of Manchester Office at Brown Shipley, said: “We are delighted to welcome Lee to our Manchester office. Lee is an experienced and proven wealth management professional with a wide range of skills. I look forward to working with him as he seeks to develop new client relationships and further expand our client base across the North West.”
Lee Ramsden added: “I am excited to be joining Brown Shipley at the beginning of what looks to be an exciting year of continued growth for the business. I look forward to working with the rest of the team and continuing to provide an excellent, fully integrated wealth management service to clients.”
Brown Shipley has a significant and long-standing presence in the North West via its Manchester office and its substantial resources there.
Lee’s appointment also follows the recent announcement of Richard McGregor to the new role of National Head of Court of Protection.