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Brown Shipley hires Chartered Planner from S&W

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.

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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. 

Earlier this month the firm recruited Calum Brewster from Julius Baer to be its new managing director, head of private banking & client solutions. He will head the growth of Brown Shipley and lead the bank’s team of client advisers across the UK. He has worked in financial services for 25 years and was managing director and head of regions, UK at Julius Baer. 

In November, the wealth manager appointed another former Julius Baer executive Gordon Scott as head of strategic partnerships and entrepreneurs’ network.  The firm also looked to Julius Baer for the new head of its Manchester office in the same month. 

In September Brown Shipley recruited two experienced wealth managers from UBS Wealth Management to boost its growth plans in Scotland

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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