Investec Wealth & Investment (IW&I) is adding to its Reigate office with the appointment of Lucy Grier as Business Development Director.
Lucy’s primary responsibility will be to grow IW&I’s discretionary fund management (DFM) business through independent financial advisers in the region.
Lucy has more than a decade of experience including nearly five years as CEO of IFA Sales and Acquisitions, which specialised in advising independent financial advisers on buying and selling businesses. Other roles include working for two years as an IFA for SRFM. Previous to this Lucy worked as an IFA and has also been a para-planner for Lloyds Bank.
Lucy Grier, IW&I Business Development Director, says: “I am delighted to be joining IW&I as it looks to expand its relationships with advisers in Reigate and the wider region. The firm has developed a market-leading DFM proposition, helping IFAs keep abreast of the latest investment products as they face an ever-changing regulatory burden.”
Mark Stevens, IW&I’s Head of Intermediary Services, says: “We are delighted to welcome someone with Lucy’s calibre into our team in Reigate. We are seeing strong demand for our DFM proposition from advisers and her career as an IFA means she has an in-depth understanding and appreciation of what IFAs need at this time.”