Raymond James, Spinningfields is an independent business providing bespoke financial planning and investment management services to high & ultra high net worth individuals and families. The primary focus is delivering the highest quality personal service and building trusted long-term relationships.The business was established in 2020 in the heart of the financial district of Manchester.

Croft Housing Association provide accommodation and support to vulnerable people who are homeless or at risk of homelessness, and how low to medium support needs.

Brown Shipley is a UK authorised private bank and a member of KBL European Private Bankers. Together, we form a boutique of private banks and wealth managers operating across 50 European cities, which together manage over €72.6bn of assets (as at 31 December 2018).For over 200 years, we’ve been working with our clients to preserve and enhance their wealth.Our clients can experience an integrated wealth management service tailored to their needs and circumstances, capturing wealth planning, investment management and lending services.

Founded in 1833 Arbuthnot Latham is an independent ‘boutique’ private & commercial bank, focused on working in partnership with clients to help them achieve their financial goals and offering a truly tailored personal experience.Arbuthnot Latham’s North West office has been established to bring a unique offering with a dedicated team who have many years’ experience providing a personal service delivered to the highest possible standard.As Director, Private Banking, the position is primarily responsible for the leadership of the Private Banking team based in Manchester, providing the full breadth of services and solutions to meet private client needs

• Oakmore Investment Partners is a commercially independent investment boutique which provides bespoke wealth management services to ultra high net worth individuals and families• Oakmore offers the services of a traditional family office, providing a highly personal and private investment experience, with a core focus on tailored portfolio management• Our investment philosophy is based on identifying undervalued assets across and within different markets, based on fundamental analysiswww.oakmoreip.com

• Global responsibility in the Wealth division for leading portfolio construction, investment performance and risk management for the Tailored Portfolio Services proposition• Total assets under management of c.£7.5bn• Member of the Global Investment Strategy Committee, and chair of the Regional Investment Implementation Boards which set strategic and tactical asset allocation for tailored discretionary and advisory portfolios• Managed global, multi asset class portfolios for key UK and International client relationships at the Bank, investing in direct equities, fixed income, active and passive third party funds, and alternative investments

• Jointly accountable for all investment services in the Wealth division, encompassing asset allocation, global investment product and client investment propositions• Total assets under management and advice of c.£20bn• Jointly responsible for over 200 staff in all global locations of the Wealth division, covering the UK, Switzerland and Asia• Deputy Chair of the Global Investment Strategy Committee

• Responsible for the creation and launch of the Tailored Portfolio Service for key HNW and UHNW clients, which delivered a discretionary and advisory portfolio service from a foundation which offered a highly personal service and tailored investment solutions• Led strong growth in assets under management from £1bn to £4bn in the UK by 2009, and £7bn across all global locations, and growth in the investment team from 8 to over 30 investment professionals in the UK, and a total of 50 staff on a worldwide basis• Managed global, multi asset class portfolios for key client relationships

• Responsible for the management of the Portfolio Advisory investment team in the UK, providing advisory and bespoke discretionary portfolio services• Managed multi asset class global portfolios for UK and International clients in direct equities, fixed income, third party funds and alternative investments• Member of the Investment Strategy Committee

• Principal Fund Manager of the Coutts Pacific Basin Equity Fund, investing across all Asia Pacific equity markets excluding Japan• Managed global and Asia concentrated portfolios for UK and Asia based clients