Brown Shipley, experts in wealth planning, investment management and lending, today announces the appointments of Mike Davis and Daniel Cordery in the London office. Both will be responsible for developing new client relationships.
Mike Davis has 40 years’ experience in financial services, most recently as Executive Director, and Relationship Manager at Julius Baer International, with a remit advising high net worth clients and working with UK intermediaries. Prior to this, Mike worked for Kleinwort Benson in Guernsey as a Director in Business Development. Mike has worked for a number of financial institutions with roles in Credit, Treasury and Foreign Exchange in Guernsey including Bank of Bermuda, Lazard Brothers and Co and at Barclays.
Daniel Cordery joins from Kleinwort Hambros where he was a Private Banker, principally focussing on the generation of new business through a network of entrepreneurs and intermediaries that he established. In his seven years at the bank Daniel managed high net worth clients, both UK domestic and resident non-domiciled, advising on assets in the UK and offshore. In addition, Daniel has a wealth of experience in lending to clients.
Commenting on the appointments, Guy Healey, Head of Private Banking said: “We are delighted to welcome Mike and Daniel to Brown Shipley. These appointments are aligned to our strategic growth plans, which include the hiring of high calibre Client Advisers to complement the existing strength of our team to help us further grow in London and the South.”
Mike Davis said: “I am thrilled to be joining Brown Shipley at an exciting time of business growth and I look forward to working with the team in London to provide fully integrated wealth management to clients.”
Daniel Cordery added: “Brown Shipley has everything a high or ultra-high net worth client would need and our size puts us at an advantage. We are able to offer swift advice and services leaving us incredibly well placed to deliver on our promises and provide value to clients. I’m very happy to be part of the team.”