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Berry expands business development team

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Boutique private client wealth management firm Berry Asset Management has appointed David Lee as business development manager.

Lee joins the Pall Mall based outfit from Fidelity International, where he was an IFA regional sales manager. In this role Lee was responsible for promoting Fidelity funds and building long-term relationships with IFAs. 
 
Lee, who has been responsible for promoting Fidelity’s outsourced offering to the intermediary market, led the London and South East team for the launch of the firm’s Managed Solutions product, and has a strong background in training and client seminars.
 
Jamie MacLeod, chief executive at Berry and a member of Bordier & Cie’s group management board, says: "Over the course of the last year, we have made great strides in developing the firm’s broader investment proposition.  We launched a suite of Model Portfolios, creating an opportunity for those with more modest sums to invest to tap into our investment expertise; that, in the face of the Retail Distribution Review, was a critical development, and is an important plank for David as he works to build on the firm bedrock of our existing intermediary relationships.  We achieved the maximum ‘5 Star’ Rating from Defaqto, for both our bespoke and model portfolio services earlier this year, and an award for Best Industry Innovation too, so David has some good tools available to him as we look to extend our distribution.”
 
Lee started his new role on 7 October 2013.

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