David is an experienced wealth management professional and joins Charles Stanley from Brown Shipley where he was Head of International Office and led the international team in developing both domestic and international client relationships. In a previous role, Dave was at Lloyds Banking Group where he ran multiple branches as Local Director of the North region.
Reporting into Ian Sackfield, Managing Director of Investment Management Services, David will be based in Manchester and will play a key role in leading the regional network of branches, with a strong focus on growth and developing new and existing professional and private client relationships to further build Charles Stanley’s presence in the respective regions.
Ian Sackfield, Managing Director of Investment Management Services at Charles Stanley comments: “David is a fantastic addition to our team and his commercial focus, alongside his broader operational and enterprise risk experience will be valuable assets to Charles Stanley. His impressive track record of leading teams to develop and build strong client relationships, alongside his experience delivering several transformation programmes, will be instrumental to the team as IMS focuses on driving business development, productivity, and growth.”
David Pederson, Director of IMS – Branches at Charles Stanley comments: “Charles Stanley has an excellent reputation and is highly-regarded by clients for the highly personal service it provides, often across multiple generations. I look forward to working with the wider team to continue the strategic growth of Charles Stanley’s regional network to help bring our services to more clients across the UK.”
Nothing on this website should be construed as personal advice based on your circumstances. No news or research item is a personal recommendation to deal.