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Two new appointments in the distribution team

We are pleased to announce the appointment of Richard Kelly as Head of Strategic Partnerships and Laura Mathison as Intermediary Sales Manager.

| 1 min read

We are pleased to announce the appointment of Richard Kelly as Head of Strategic Partnerships.

Richard joins from Brooks MacDonald where he was also Head of Strategic Partnerships. Prior to this, Richard held roles at a number of asset managers, including most recently at Premier Asset Management and Vanguard.

Richard will focus on the development and management of strong relationships with strategic partners including national advice firms, networks, service providers and platforms. He will promote our suite of investment solutions and model portfolios, which leverage the wider firm’s expertise in asset management, research, and wealth management. The solutions aim to deliver client outcomes, such as inheritance planning, capital growth, income and building tax-efficient portfolios.

Richard will be based in London and report directly to Sean Osborne, Group Head of Sales.

Also joining the team to help drive growth in the intermediary market is Laura Mathison as Intermediary Sales Manager. Laura joins from Brooks Macdonald and previously held roles at Nucleus and Standard Life. Laura is based in Edinburgh, and both Laura and Richard joined the firm in January 2022.

We have exceptional asset management capabilities at Charles Stanley and a strong suite of solutions. We continue to work closely with intermediaries across the UK to help meet their client’s investment needs. Richard and Laura bring a wealth of experience that will help us forge more long-standing relationships and deliver the high levels of service that we are recognised for, as we continue to grow our presence in the intermediary market

Sean Osborne, Group Head of Sales

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Two new appointments in the distribution team

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