Cardiff-based wealth management firm Bartholomew Hawkins has made two key appointments to its new Discretionary Fund Management division.
Adam Sketchley and Iwan Price have joined Bartholomew Hawkins Asset Management to head up the new arm of the business.
Mr Sketchley, an experienced investment professional with specific expertise in multi-asset portfolio management and analysis, joins from Arjent as Head of Investment Management.
Mr Price joins from Brewin Dolphin, where he held the post of Investment Manager for over seven years, and will take on the role of Chartered Wealth Manager.
Speaking of the appointments, Managing Director Richard Lord said: “This is a hugely exciting period in our firms’ history. The appointment of both Adam and Iwan demonstrate our vision to be the leading financial force in South Wales across the next three years. We are aggressively ambitious, and want to build a business that can take on the larger firms in London. We have the infrastructure, we have the clients; and with Adam and Iwan on board; we now have the people.”
Bartholomew Hawkins Asset Management provides a high quality bespoke investment management service for private clients, trusts and charities. Through a strategic partnership we are working with a plethora of elite athletes, this is a market we are looking to increasingly engage with. Bartholomew Hawkins is a privately owned firm with no ties to any bank or financial institution.
“These appointments will help the business evolve internally as we work towards Investor in People as well as industry accreditations for all staff.” continued Mr Lord. “We have a very clear and methodical plan to make our business a leading financial force not just in South Wales, but across the whole of the UK.”
Established as a wealth management firm in 2005, Bartholomew Hawkins has offices in Cardiff, Bridgend, Bristol and Chepstow.
The senior management team has come from some of the UK’s most trusted brands such as Scottish Widows, KPMG, Aviva, Clerical Medical and Friends Life.