Introducing our most important asset: Our people.

Marco Mazzucchelli, who is the Chair of the Board of Directors of both Brown Shipley and Quintet Private Bank, also chairs Quintet Private Bank's Board Risk & Compliance Committee. He has been active in the financial services industry for nearly 40 years, including in senior executive roles at firms such as Morgan Stanley, Credit Suisse (First Boston), Royal Bank of Scotland and Bank Julius Baer. He has also served in senior advisory positions at the European Commission and the European Banking Authority.

Non-Executive Director

Non-Executive Director

Robert joined Brown Shipley over 40 years ago and has held a wide range of senior leadership roles across the bank. He was appointed Chief Executive Officer in January 2025, having previously served as Chief Operating Officer for 12 years and Head of Commercial Operations for five years. Earlier in his career, Robert led the Risk Management and Internal Audit functions and also held positions within Corporate Banking. His extensive experience gives him a deep understanding of the firm’s operations, people and clients, underpinning his leadership of the organisation.

Chief Operating Officer

Chief Financial Officer

Group Head of BRM

Head of Private Bank (South)

Head of Private Bank (North)

Cara brings more than two decades of HR experience in the UK and Asia, including in senior leadership roles.

She was most recently London-based Head of HR Business Partners & Head of HR Operations at Charles Stanley, supporting 900 colleagues across 22 UK offices. Earlier, she was Singapore-based Head of HR, Asia, at Coutts, where she focused on employee engagement and business change programmes.

Cara began her career in 2002 as an HR Business Partner at Deutsche Bank, then served in HR roles of increasing responsibility at firms such as Morgan Stanley, MF Global and AIG. She holds a degree in German from University College London.

Chief Risk & Compliance Officer

Head of Legal

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.

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.

Head of Operations 

Head of Credit Risk

Strategy and Governance Director

Teresa Obi is Business Development Director at Brown Shipley, with over 25 years of experience across private banking & wealth management and professional services. From her senior leadership roles at EY, and prior experience at Coutts, Kleinwort Benson and RBS, she brings deep expertise in commercial strategy, client engagement, business development and organisational transformation. Teresa holds an MBA from Bayes Business School and is passionate about helping firms deliver sustainable growth and exceptional client outcomes.

Finance Business Partner

HR Regulatory and Governance Manager 

Senior HR Business Partner

James Garman is a Managing Director and Head of Brown Shipley’s Nottingham office, leading a team of financial services professionals providing private banking, wealth planning, investment management and lending solutions to clients across the Midlands and beyond. With more than 14 years at Brown Shipley and extensive experience advising individuals, businesses, charities and trusts, he specialises in developing tax-efficient, long-term wealth management strategies. James is a Chartered Financial Planner, holds the FPFS Advanced Diploma in Financial Planning, and is a Fellow of the Personal Finance Society. 

Philipp is responsible for establishing a FIM desk in the UK. 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.

FIM Business Developer 

James Blashfield is a senior wealth management professional and Team Leader at Brown Shipley, a Quintet Private Bank. With a career spanning more than two decades in financial services, he has extensive experience in wealth planning, client relationship management, and leadership. James leads Brown Shipley's London team of Client Advisors and Wealth Planners while also managing a portfolio of private clients, helping individuals and families navigate complex financial decisions and achieve their long-term objectives. Known for his client-focused approach and strategic insight, he combines technical expertise with strong leadership to deliver exceptional outcomes and lasting client relationships

Managing Director – Client Advisor

Jeremy Croysdill is an Executive Director and Wealth Planner at Brown Shipley, with 40 years’ experience in the UK financial services industry. He advises successful individuals, families and business owners on integrated wealth planning solutions, drawing on expertise gained across professional practice, private banking and investment management. Prior to joining Brown Shipley, Jeremy held senior roles at Barclays Wealth, Heartwood Wealth and Kleinwort Benson, including Head of Wealth Structuring and Head of Tax Services. A Chartered Tax Adviser (CTA) and FCA-regulated professional, Jeremy specialises in helping clients preserve, grow and transfer wealth through tailored, long-term planning strategies.

Head of Wealth Planning Support

Executive Director, Client Advisor

Gerry Maguire is a Director and Client Advisor at Brown Shipley, a Quintet Private Bank, where he advises high-net-worth individuals, families and professionals on their investment, wealth management and lending needs. With more than 35 years of experience in financial services, he has held senior investment relationship management, private banking and lending roles across Brown Shipley, Adam & Company, Allied Irish Bank (GB) and Lloyds Bank. Gerry is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered MCISI), holds PCIAM and CeMAP qualifications, and combines deep expertise in banking, lending and wealth management with a strong focus on delivering exceptional client outcomes

Dan Barnes is a Client Director at Brown Shipley, a Quintet Private Bank, advising clients and their families on investment management, wealth planning and broader financial matters. He has over 13 years’ experience with Brown Shipley, having progressed through a variety of client-facing and operational roles before becoming Client Director in 2024. Dan has particular expertise in working with private clients and entrepreneurs, including advising business owners before and after the sale of their companies. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and holds the CISI Level 7 Diploma in Wealth Management.

Director, Client Advisor

Wealth Management professional with over 20 years of experience advising high-net-worth individuals, families, and business owners. Currently a Client Advisor at Brown Shipley, a Quintet Private Bank, providing tailored wealth management and investment solutions. Previously spent almost two decades at UBS, progressing from Business Analyst to Director and Client Advisor, advising clients across London, Edinburgh, and the Thames Valley, with expertise in investment management and building long-term client relationships. Graduated with a First Class degree in Psychology and Management from Aston Business School and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Also a member of the Salisbury District Hospital Stars Appeal Fundraising Committee, supporting initiatives that enhance healthcare services within the local community.

Sam Jennings MCSI CeMAP is a Chartered Client Advisor and Senior Associate at Brown Shipley, a Quintet Private Bank, bringing more than 10 years of experience across banking, lending and wealth management. He advises clients on a wide range of wealth planning considerations, helping them align their financial arrangements with their long-term objectives. Prior to joining Brown Shipley in 2019, Sam held advisory positions with Lloyds Banking Group and Santander, developing extensive experience in client relationship management and financial guidance. A Member of the Chartered Institute for Securities & Investment (CISI), Sam also holds the CeMAP qualification and is committed to delivering a highly personal and client-focused service, building long-term relationships founded on trust, understanding and tailored advice.

Managing Director – Client Advisor, Team Leader

Managing Director – Client Advisor, Team Leader

Director, Client Advisor

Director, Client Advisor

Director, Client Advisor

Director, Client Advisor

Sophie is a Director and Client Advisor at Brown Shipley, delivering tailored investment advice to a diverse range of high-net-worth clients. A Chartered Wealth Manager and member of the Chartered Institute for Securities and Investment, Sophie combines technical expertise with a thoughtful, client-focused approach to help clients navigate complexity and achieve long-term financial confidence.

Director, Wealth Planner

Head of Support - North Region

Consultant

Consultant

Mark Turner FCSI is an Executive Director and Chartered Client Adviser at Brown Shipley, a Quintet Private Bank. With over 25 years of experience in wealth and investment management, he advises high-net-worth individuals, families and business owners on investment management, wealth planning, banking and credit solutions. A Chartered Fellow of the CISI, Mark is known for building long-term client relationships and delivering personalised advice designed to help clients achieve their financial ambitions

Executive Director, Client Advisor

Executive Director, Client Advisor

Executive Director, Client Advisor

Director, Client Advisor

David is a Client Director in the Cambridge office of Brown Shipley, a Quintet Private Bank. As a Chartered Wealth Manager with more than 25 years of experience advising private clients, families and business owners on their wealth management needs, David is known for building trusted relationships and delivering personalised advice across investment planning, wealth structuring and broader financial matters. Working closely with clients to develop tailored financial strategies, helping them preserve, grow and transfer wealth in line with their long-term objectives, David combines his extensive industry experience with a client-focused approach to support individuals and families through every stage of their financial journey.

Mark is a Client Director in the Cambridge office of Brown Shipley, a Quintet Private Bank, where he leads relationships for a select group of high net worth clients and their families. With over three decades of experience, Mark specialises in wealth management, financial planning and helping clients simplify the complexities of managing and preserving wealth across generations. He is a Chartered Wealth Manager, a Fellow of the CISI and holds Advanced Financial Planning qualifications with Chartered status through the Personal Finance Society and Chartered Insurance Institute. Known for his approachable style and commitment to exceptional client service, Mark combines technical expertise with a deep understanding of clients' personal ambitions and long-term goals.

Director, Client Advisor

Executive Director – Wealth Planner

Kevin is Managing Director in the Norwich office of Brown Shipley and manages relationships for a select group of high-net-worth clients and their families, taking care of both long-term planning, and advising on the most suitable underlying discretionary or advisory investments, including monies held within personal, pension, investment company and trust portfolios. Kevin is a Chartered Wealth Manager, a Fellow of the CISI and holds Advanced Financial Planning qualifications with Chartered status through the Personal Finance Society and Chartered Insurance Institute. Kevin works closely with accountants, solicitors and corporate finance teams across East Anglia.

Robert is a Senior Associate Client Advisor with over eight years' experience in financial services, including six years specialising in private client wealth management. Based in East Anglia, Robert works closely with high-net-worth individuals, families and business owners, helping them navigate complex financial decisions with confidence. His areas of expertise include investment and portfolio management, tax-efficient wealth structuring, estate planning and retirement strategies. Before moving into private banking, Robert gained valuable experience with a respected independent financial planning firm in Bury St Edmunds. Holding both DipPFS and CertPFS qualifications, he is committed to delivering personalised, long-term wealth management solutions tailored to clients' objectives.

Director, Client Advisor

Director, Client Advisor

Senior Associate, Client Advisor

Melissa Buray is a Client Advisor with over 10 years in banking. She has built her career at leading global institutions including Citi Private Bank, Credit Agricole, State Street and HSBC. She specialises in supporting high net worth individuals, offering tailored advice to help manage and enhance their financial affairs. With a client-focused approach and deep industry knowledge, she is committed to delivering insightful financial guidance and long-term partnership to her clients.

Matthew Hoyne is an Executive Director and Client Advisor at Brown Shipley, based in Edinburgh. He has worked in wealth management and private banking for over 20 years and is a Certified Financial Planner™, Chartered Fellow of the Chartered Institute for Securities & Investment, and Chartered Financial Planner. At Brown Shipley, Matthew and his team advise families, entrepreneurs and stewards of wealth, often supporting them through significant business, family and generational transitions. He helps clients make thoughtful, long-term decisions about the structure, management and transfer of wealth, with a focus on clarity and continuity. His approach reflects his belief that good financial advice should help families make confident decisions together and focus on the people and purposes that matter most.

Gerard Wilson is an Executive Director and Client Advisor at Brown Shipley, based in Edinburgh, with more than 20 years’ experience in private banking and wealth management. He has held senior roles at UBS Wealth Management, Adam & Company and Royal Bank of Scotland Private Banking. Gerard advises entrepreneurs, business owners, families and private clients, helping them navigate the opportunities and responsibilities that can accompany significant wealth. At Brown Shipley, he works closely with clients to develop tailored investment and wealth-planning strategies, including planning across generations. His approach combines an understanding of each client’s circumstances with a long-term perspective, helping families make informed decisions that reflect their wider objectives, priorities and plans for the future.

Kenny Cummings is a Director and Client Advisor at Brown Shipley in Edinburgh, with more than 10 years’ experience in investment management and wealth planning. He advises entrepreneurs, business owners, families and charities, drawing on experience across wealth management, financial planning and business ownership. Having built and successfully exited his own business, Kenny has first-hand understanding of the opportunities, challenges and decisions entrepreneurs can face throughout their business and personal wealth journeys. He combines this perspective with technical expertise to help clients make informed, long-term decisions about their wealth. Kenny holds a First Class Master’s degree from Heriot-Watt University and takes an approach centred on each client’s personal, family and business objectives.

Wealth Planner

Amir Bayram is an Executive Director and Team Leader at Brown Shipley, with over 15 years’ experience in wealth management. He has held roles at leading institutions including RBC and Lloyds Bank, advising high-net-worth individuals and families on their financial affairs. Amir specialises in delivering tailored strategies across investment management and long-term planning, helping clients preserve and grow their wealth. He brings a practical, client-focused approach, combining strong technical expertise with a clear understanding of complex financial needs.

Lisa Morrison is a Client Advisor at Brown Shipley in Leeds, with over 15 years’ experience in wealth management. Lisa begun her career in financial services in 2002. She has held roles across retail banking, corporate banking and real estate finance before specialising in private wealth at firms including UBS and Brown Shipley. Lisa advises affluent families and entrepreneurs on multi-generational wealth planning, investment strategy, tax-efficient structures, lending solutions and liquidity management, delivering tailored advice to support long-term financial goals.

Elizabeth Pindar is a Director and Client Advisor at Brown Shipley, with over nine years’ experience in financial services. She has previously worked at Redmayne Bentley and LGT Wealth Management, building a strong track record in supporting clients with their investment needs.
Elizabeth is particularly passionate about financial education, working closely with younger family members and schools to improve financial literacy and confidence around investing. She is committed to empowering the next generation - particularly women - to make informed financial decisions and build long-term financial wellbeing.

Senior Associate, Wealth Planner

Julian Federici is an Executive Director and Client Adviser at Brown Shipley with over 35 years of experience in wealth management and financial planning. He began advising clients in 1991 and, in 2001, co-founded an independent financial advisory firm that was successfully sold to Brown Shipley in 2015. Julian works closely with wealthy individuals, families, business owners, trusts and charities, providing strategic advice on investments, retirement planning, estate planning and wealth preservation. Highly regarded for his pragmatic approach and commitment to long-term client relationships, he helps clients make informed financial decisions with confidence across multiple generations.

Heather Waters is a Chartered Financial Planner with more than 30 years of experience in financial services, having begun her career in 1992. She spent 18 years with Roger Harris & Company before joining Hampton Dean in 2012 and subsequently transitioned to Brown Shipley following its acquisition of the firm in 2015. Heather specialises in developing bespoke wealth management and financial planning strategies for high net worth individuals, helping clients achieve their long-term financial goals with confidence. She holds the Chartered Financial Planner designation, reflecting her commitment to professional excellence and client-focused advice.

Director, Client Advisor

Liam Chung is a Director and Client Adviser at Brown Shipley. Having worked in financial services since 2013, Liam specialises in helping individuals, families, trustees and business owners achieve their long-term financial objectives through integrated wealth planning and investment management. He has extensive experience in retirement planning, tax-efficient investing, estate planning and intergenerational wealth preservation. Liam holds the Advanced Diploma in Financial Planning and is an Associate of the Personal Finance Society (APFS). He is known for building lasting client relationships and delivering tailored advice that reflects each client's unique circumstances and goals.

Christopher Jones is a Client Adviser at Brown Shipley with over five years' experience supporting individuals and families with their wealth management needs. He is recognised for his personable approach, strong client relationships and commitment to delivering an exceptional client experience. Christopher combines efficient service delivery with a genuine focus on understanding each client's unique circumstances, helping them navigate financial decisions with confidence. By providing clear communication and practical guidance, he ensures clients feel supported at every stage, building trusted relationships that are founded on accessibility, reliability and long-term engagement.

Thomas Clarke is a Senior Associate and Client Advisor at Brown Shipley, a Quintet Private Bank, where he advises high-net-worth individuals and families on complex wealth planning, investment strategy, estate planning, and intergenerational wealth transfer.  Thomas specialises in helping clients align their investments, pensions, and broader financial affairs with their long-term objectives. Thomas holds the Diploma in Regulated Financial Planning (DipPFS) and several Chartered Insurance Institute qualifications, reflecting his expertise in financial planning, investment management, retirement planning, tax-efficient wealth strategies, and succession planning.

Head of Investment & Chief Strategist

Executive Director, Head of Client Investment Specialists

Executive Director, Head of ESG & Sustainable Investing

Director, Client Investment Specialist

Director, Client Investment Specialist

Client Investment Specialist

Client Investment Specialist

Client Investment Specialist

Director, Senior Equity Analyst

Fund Solutions Specialist

Senior Equity Analyst

Nish Patel, Executive Director, is the UK Head of Lending at Brown Shipley. He oversees a diverse portfolio of lending solutions for high and ultra-high-net-worth individuals, families, entrepreneurs, trusts, and corporate structures. He leads a team of lending specialists focused on advising, structuring, pricing, and executing complex, high-value lending transactions including Lombard lending, residential and investment property finance, bespoke liquidity solutions, and corporate borrowing facilities. Nish previously served as a Senior Credit Specialist at HSBC Private Bank, providing complex credit and bespoke solutions for internationally mobile and entrepreneurial clients.  He also held client facing roles at Metro Bank, supporting both commercial and private banking clients’ borrowing needs.

Lending Advisor

Director, Lending Advisor

Wesley is a senior financial services professional with over 18 years’ experience in private banking, specialising in operations, credit risk, lending, and property finance. With more than 14 years in leadership roles at Brown Shipley and Coutts & Co, he brings deep expertise in credit risk management, complex lending, regulatory compliance, and operational leadership. He has a proven track record of supporting high-net-worth clients through tailored lending solutions while upholding strong governance standards, alongside experience in credit analysis, portfolio oversight, policy implementation, and team leadership. Recognised for delivering operational improvements and digital transformation initiatives, he combines strong commercial awareness with a disciplined risk mindset and a collaborative leadership style.