Wealth manager Brown Shipley has hired Dan Morris as a client adviser for its Birmingham office from Smith & Williamson where he was a Chartered Financial Planner.
Mr Morris has 20 years of industry experience and was previously a Chartered Financial Planner at Broadstone (formerly BDO Investment Management).
The wealth manager has also hired Johnny McGrath as a client adviser for the same branch. He has 26 years of experience in private banking and joins from UBS. He is a Chartered Fellow of the CISI.
Brown Shipley is owned by Quintet Private Bank.
The new joiners are the latest in a number of new hires for the wealth management firm.
In May 2020 Brown Shipley reshuffled its senior executive team by appointing BNY Mellon veteran and CISI chairman Michael Cole-Fontayn as its new chairman in a move which will saw former chair Rory Tapner become chair of parent company, the Luxembourg-based Quintet Private Bank.
Anne Brookes, head of the Birmingham office, said: “Dan and Johnny join Brown Shipley at an exciting time for the business, given our strategic growth plans. Their extensive experience working with private clients in the Midlands will be invaluable in working together with the team to ensure we best meet our clients’ wealth management needs.”
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