Paul joins LGT Vestra from Brooks Macdonald International where he was Head of Adviser Solutions. Paul worked closely with Rohit Ahluwalia at DPZ Capital (which was acquired by Brooks Macdonald International in 2014), who joined LGT Vestra (Jersey) Limited in 2014 as Head of International Solutions.
At Brooks Macdonald International, Paul implemented the international Model Portfolio Service offering for Financial Advisers, growing the business to provide solutions in Jersey, Guernsey, Cyprus and South Africa. At DPZ Capital Paul worked closely with Rohit to deliver an efficient solution, implementing the Financial Adviser specific document suite, streamlining the application forms, and managing an overhaul of the CRM system and software to trade the Model Portfolio Service offering.
At LGT Vestra, Paul will be using his extensive experience to work with both local and international Financial Advisers. Working closely with Rohit, Paul will further develop the firm’s successful offshore proposition for Advisers.
Richard Harwood, Managing Director of LGT Vestra (Jersey) Limited, said: “We are delighted to have recruited Paul who has an exceptional track record of working with Financial Advisers internationally. His experience and understanding of the offshore market will further strengthen our offering.