Bringing you live news and features since 2006 

Bringing you news, views and analysis since 2013
Incorporating Wealth Adviser from 2023

Jonathan Fry makes changes to senior management

RELATED TOPICS​

Wealth manager and independent financial adviser Jonathan Fry has made changes to its management structure and is opening an office in Primrose Hill, London.

Long term Jonathan Fry client David Carr, the founder and chief executive of financial services outsourcers Hazell Carr, has joined the firm as chief executive officer.

Ex-Hazell Carr senior executive Adam Galache-Brown has become deputy chief executive officer.
 
In the senior management tier, Carr and Galache-Brown will be supported by Angelica Carr, responsible for marketing and human resources; Antonia Simpson, responsible for operations and compliance; and Jonathan Fry (pictured), responsible for advisers, financial planning and governance.
 
Other recent appointments are Robert Hupe, ex-7IM and Coutts with responsibility for discretionary asset management; and James Scott, ex-Citigroup who is tasked with developing the company’s expertise in the structured product market.
 
“David Carr’s coming on board as chief executive officer, with Adam Galache-Brown as deputy chief executive officer, is a major coup for the company and will help to drive our ambition to revolutionise UK wealth management,” says Fry.
 
“We have established a second to none reputation for a highly professional bespoke service which is relationship rather than product-driven. We now want to develop these services in an efficient and scalable way.”
 
The company will be formally unveiling its Primrose Hill, London offices on 3 March and will be announcing a range of new services over the coming year.

Latest News

September figures from iShares by BlackRock reveal that USD269.1 billion was added to global ETPs in September, the fourth-highest inflow..
Morningstar has published its latest report on the European active ETF market, showing active ETFs gathered EUR28.9 billion in net..
Invesco’s latest European ETF Snapshot is published, and the firm writes that it shows investors added USD41.7 billion of net..
WealthTech platform Stratiphy is launching WisdomTree model portfolios within its retail investment app...

Related Articles

Pedro Palandrani, Global X
Active ETFs are grabbing the headlines, but sophisticated indexes can make bigger portfolio bets—and add more genuinely different exposure—than some...
Jay Hatfield, Infrastructure Capital Partners
A fundamental strategy for Infrastructure Capital Advisors is to produce income, says Jay Hatfield, CEO and CIO of the firm...
Mara Dobrescu, Morningstar
Europe’s ETF savings-plan boom has never faced a sustained bear market at its current scale. Recent buy-the-dip behaviour offers encouragement,...
Survey
Q2 data show advisers adding ETFs at a faster pace even as new launches face hurdles to win shelf space....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by