Brown Shipley Expands its Lending Expertise With Client Manager Hire

We are pleased to announce the addition of a new Client Manager to our lending team.

Daniel Porteous joins the Manchester office as we continues to bolster our lending expertise as part of our fully integrated wealth management strategy. Alongside Client Director, Paul Spann, he will also offer support to the Leeds team as part of his new role.

With over 10 years’ of private banking experience, Daniel specialises in providing clients with tailored lending solutions looking at their specific circumstances to assess complex financial arrangements.

He joins directly from Handelsbanken where he was an Individual Banking Manager overseeing a portfolio of high net worth clients. Prior to this he was a Private Banker at Coutts, as well as spending time as a Business Banking Assistant at NatWest and RBS.

Daniel joins the business following the appointment of Richard Stubbs, Head of Lending, in March last year.

Commenting on the appointment, Richard Stubbs, Head of Lending at Brown Shipley, said: “I am delighted to welcome Daniel to our lending team. The lending arm of the business is an integral part of Brown Shipley’s fully integrated wealth management proposition and his experience will continue to bolster our expertise in this area.”

Commenting on his appointment, Daniel Porteous added: “I am excited to be joining Brown Shipley particularly at this exciting time of growth for the business. I look forward to working with the team to continue to offer a comprehensive service to clients providing them with tailored, personalised and flexible lending solutions to suit their widespread needs.”

Our lending services include short term credit facilities, including Lombard loans, bridging loans and overdraft facilities, as well as longer term credit arrangements, including residential and buy-to-let mortgages.

Our lending services are available to clients who already have wealth management accounts with us or are in the process of opening one. The minimum wealth management account to be eligible for lending is £500,000 invested.

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