Bringing you live news and features since 2006 

Broad Street Asset Management founder takes senior exec roles at Vintage group

RELATED TOPICS​

UK independent financial advisory and wealth management business The Vintage group has appointed John Morton as CEO of Vintage Wealth Management and as Executive Director of Vintage Asset Management, Vintage Corporate and Vintage Health. 

Morton’s principal remit is to help oversee the continuing significant growth and development of the individual businesses within the group.
 
Last year Morton established Broad Street Asset Management and will be integrating the fledgling business into Vintage with a number of those currently working there joining the group. In 2009 John established European Wealth which in five years acquired six businesses in five different countries and was floated on the AIM market of the London Stock Exchange when funds under management reached GBP1.8 billion.
 
Prior to that, Morton’s successful and varied City career encompassed Abtrust (subsequently Aberdeen Asset Management), latterly as a Director of Abtrust Fund Managers and establishing an investment management and financial planning business for a firm of solicitors which demerged to become Ashcourt Holdings. Over the following four years, six acquisitions were completed, and the business was floated on AIM. On its subsequent acquisition, Morton remained as Group CEO and continued to build the business with a further 11 acquisitions in three years.
 
Geoffrey Hartnell and Robert Stein, co-founders and senior executive directors across the Vintage group of companies, says: “The Vintage group has grown significantly over the last few years and the time had come to make some critical decisions to ensure we can continue to develop the individual businesses, whilst also maintaining high quality client service in an ever-evolving industry.
 
“Apart from the recent additional office space acquired in Central and North London to help accommodate physical growth, the diversity of the group made it a challenge defining the senior executive support that was required to take us forward over the medium term. It was clear that we needed to appoint a CEO with an exceptional pedigree, combined with a successful track record of overseeing significant change and managing a rapidly growing suite of businesses. In John we have found that expertise and commitment, allowing him to take full advantage of the firm foundation that has been built.
 
“We welcome John and are confident that, together with our existing team and new colleagues from Broad Street, we are now well positioned to deliver what we do best – adding value to our clients, professional introducers and long-standing joint venture partnerships, whilst positioning the group for an outstanding future”.
 
Both Hartnell and Stein remain as Directors and Shareholders of Vintage and will continue to be actively engaged in all aspects of the business.
 
Morton adds: “This is an exceptional opportunity for myself and everyone involved across the four core businesses of the Vintage group of companies to build on the results that have been achieved over the last 15 years, delivering  highly respected work for our clients, both individuals and institutional.
 
“My initial focus will be to assess the systems, procedures and protocols observed by the business and then to improve the efficiency and profitability of the group together with growing it to the next level. It is never easy to pass on the baton of leading a personally established enterprise such as this, but I very much look forward to delivering on the high expectations and trust placed in me by Geoff and Robert.”
 

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
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