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Artorious adds to Advisory Council

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Manchester-based wealth adviser Artorius has appointed four senior business and city leaders to its Advisory Council.

The appointment of Andrew Formica, James Leigh-Pemberton, Darren Carter and Bill Holroyd to the Advisory Council brings extensive financial services and commercial experience to Artorius that will help the executive leadership team in delivering the next phase of the company’s strategic plans.

Commenting on the appointments, Ian Marsh, CEO, says: “The newly appointed Advisory Council members are well-known to Artorius and have been highly supportive of our distinctive business model and approach to date. With their appointment we have access to invaluable board-level skills as well as an authoritative blend of continuity and fresh perspectives.”

With offices in Manchester, London and Zurich, Artorius was established in 2015. Artorius is backed by a significant number of shareholders, entrepreneurs and individuals from the financial services industry. 

The announcement comes after a third successful fund-raising, bringing to GBP17.5 million the equity and bond finance committed by the company’s tight network of shareholders. The proceeds have enabled Artorius to invest in leading systems and to hire experienced individuals whilst leaving a strong balance sheet to fund future growth.

Recent hires to Artorius include Jane Fowke as Senior Wealth Planning Partner who joined in July 2018 from SG Kleinwort Hambros; Tina Winder, as Group Compliance Office joining in July 2018 from Tilney and Phil Carroll, Alternative Investment Manager who joins in January 2019 from Shore Capital PLC.
 
“Artorius provides exceptional client service, driven by the needs of individual clients and their families, now and in the long term,” says Marsh. “We have no products for sale and we are owned by employees, clients and independent shareholders. We provide wealth advice, family governance and consolidated reporting. We work with third parties to deliver best in class financial solutions in addition to our leading discretionary investment services.”
 
“The transformative ‘key adviser’ model we are emphasising is the consolidation – under one roof – of a client’s often disparate investment holdings whether by geography, size, asset class or investments held with different managers or banks.”
 
“We are different from institutions which naturally have a bias to selling their products, as we are finding highly sophisticated entrepreneurs want personalisation and are tired of being sold to.”
 
“Relationship managers take full responsibility for coordinating, reporting to, and collaborating with, a client’s legal and accounting professional adviser in order to ease administrative burdens and allow clients the freedom to get on with their lives.”
 
“Our emphasis on financial planning, and high-levels of professionalism and attentive service have proved to be a major attraction to clients, as evidenced by the continuing increases to existing mandates and high levels of referrals from clients and professional advisers.”
 

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