Calum has over 25 years’ financial services experience where he has previously held senior roles at Julius Baer, Barclays, Lloyds Banking Group and Scottish Widows. He previously held a voluntary role as Chairperson of the Private Client Investment Managers Group for Scottish Enterprise, helping to develop talent, skills and opportunities across the profession in Scotland. He has an MBA from Edinburgh business school, Heriot-Watt University.
Phone: 020 7282 3249
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Chris Allen serves as Group CEO at Quintet Private Bank. Allen previously served as Head of Global Private Banking, EMEA, at HSBC. Over 15 years at that firm, he held a series of roles of increasing responsibility, including CEO, Alternative Investments, and CEO, HSBC Private Bank UK. Earlier in his career, he served as Executive Director at Colliers Capital, where he focused on growing the firm’s fund management business, and as Head of Real Estate Fund Management at a major Middle East bank. Allen holds a degree and investment diploma from Sheffield, City and Cambridge universities.
Nicholas Harvey serves as Group CFO and member of the Authorized Management Committee at Quintet Private Bank. Most recently Deputy CEO of Precision Capital, Harvey earlier served as Chief Risk Officer and Member of the Management Board at Amlin Europe. He also advised banks and insurers across Europe for 10 years as a consultant with McKinsey. English by birth but raised in Belgium, Harvey graduated from Louvain University in Belgium and holds an MBA from Kellogg in the United States.
Robert joined Brown Shipley over 25 years ago and was appointed as Chief Operating Officer for the Bank in October 2012. As a member of the Brown Shipley Executive Committee he has day to day responsibility for the Operations, IT, Facilities Management and Transformation teams. For the five years prior to this, he had management responsibility for the firm’s client facing teams. He also has an extensive background in Credit and has headed the firm’s Risk Management and Internal Audit functions.
Phone: 0207 282 3362
Gordon is Head of Client Solutions and responsible for overseeing the delivery of our Wealth Planning, Lending and Investment capabilities. Gordon brings over 25 years experience dealing with High Net Worth Private Clients and their families including senior roles with Julius Baer, Barclays and Kleinwort Benson. He is a Trustee for Right Track (Scotland) Ltd A Charity established to support young people who, as a result of many social and economic reasons, need support to engage in Training, Education or Employment.
Phone: 07418923544
Head of Legal Rehana is responsible for managing the Brown Shipley legal team and a permanent attendee at the UK Executive Committee and Board meetings. Rehana previously spent 8 years at Tilney, where she played a significant role in the company, including recently advising on its merger with Smith & Williamson. Rehana further advised on 12 acquisitions and disposals in her time at Tilney. Previously, she was Group General Counsel at Towry, prior to its merger with Tilney. Before this, she held legal roles at WorldSpreads and at Duke Street Private Equity.
Ian is Chief of Staff and works closely with the CEO to drive strategic planning and design, and supports the BSCO Leadership Team in delivery of key strategic initiatives across the business. Ian joined Brown Shipley in March 2021 and has over 18 years’ experience delivering and overseeing transformation and change within financial services. He has held senior change roles in Barclays and Standard Life.
Phone: 07418 923 661
Louise Gray is Head of Marketing at Brown Shipley, responsible for all marketing and communications to support our clients. Louise has over 20 years' of marketing experience, predominantly in Financial Services, leading marketing teams at companies such as Citibank and The Co-operative Bank.
Phone: 0161 214 6507
Maria is a corporate communications professional with a background in media relations and internal communications. Throughout her career, she has focused on financial services and has more than 15 years’ experience in this sector. Prior to Brown Shipley, Maria led internal communications at Coutts and was also seconded to oversee communications on the bank ring-fencing project and before this was part of the media team. Maria has an agency background and has worked for FTI and for HeadLand.
Phone: 0161 214 6601
Martin has more than 30 years’ experience working in financial services and wealth management, and focuses on leading Brown Shipley’s strategic growth plans in Manchester. At Julius Baer he was Head of Relationship Management, with overall management responsibility for growing the regional businesses in Yorkshire and the North East. Prior to this, Martin was a Regional Director at Barclays Wealth holding roles as Head of the Yorkshire Office and subsequently Head of the North East team.
Phone: 0161 214 6610
Mark joined Brown Shipley in June 2022 to lead and develop the firm’s business across Scotland and Northern Ireland. He previously spent 14 years with Barclays, where he was latterly head of the private bank business in Scotland. Mark oversaw ultra high net worth client activity as well as charities and universities, with a particular emphasis on sustainable investing. Prior to Barclays, Mark had senior roles with Adam & Company and Clydesdale Bank. He has an honours degree in financial services from Edinburgh’s Napier University and is both a Chartered Banker and Chartered Fellow of the CISI.
James is an experienced advisor and has spent many years providing relationship based financial planning to private clients, businesses, charities and trusts. At Brown Shipley, James established a service dedicated to planning for retirement for clients wishing to understand how best to utilise the pensions, investments and other assets. He is also a Chartered Financial Planner and an elected Fellow of the Personal Finance Society.
Phone: 0115 945 7553
Philipp is responsible for establishing a FIM desk in the UK, as part of a wider Quintet offering, led by Stephan Matti, FIM Group Head. Philipp and his team aim to best serve EAMs and other intermediaries in the UK. Philipp brings 11 years' of wealth management experience and joins Brown Shipley from Julius Baer International, where he was a Director.
Matt’s career began 20 years ago in the US, with a Midwest-based firm, who stressed the importance of building strong, personal relationships and always doing what is right for their clients. This ethos is still very much part of Matt’s business as a Client Director and the Head of the Edinburgh Office. Along with Gerard Wilson, they seek to understand what is important to families and advise them on the management of their multi-generational wealth. Matt is a Chartered Fellow with the CISI and a Chartered Financial Planner. He is married with two sons. When not in the office, he enjoys travelling, food & drink, and the occasional game of golf.
Phone: 0131 524 1275
Email: jack.egan@brownshipley.co.uk
