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Walker Crips Investment Management has recently announced the appointment of Alan Kinnaird as the company’s business development manager.
Kinnaird brings a wealth of experience in the financial industry, having worked in financial services for 27 years, with the last three years as a senior private banker at Kleinwort Hambros Private Bank. His expertise in client retention, portfolio management and business development will be instrumental in promoting the firm’s growth and expanding its client base.
During his tenure at Kleinwort Hambros Private Bank, He excelled in various areas of responsibility, including client retention, generating new portfolio management prospects and driving revenue growth. He successfully nurtured relationships with HNW clients, accountants, solicitors and family offices, resulting in increased new business inquiries and enhanced revenue streams.
In addition, he demonstrated leadership skills by leading and winning new discretionary mandate pitches to new clients and IFA networks.
Regarding his appointment, Kinnaird said: “In joining the team at Walker Crips, I am committed to leveraging my experience and expertise to foster growth, attract new clients and strengthen relationships within the industry. I look forward to working closely with the team to deliver outstanding results and drive the firm’s future success.”
Wesley Coultas, head of investment management at Walker Crips, said: “Alan’s appointment as our Business Development Manager marks a significant milestone in our journey of strategic expansion. With his extensive experience and exceptional track record in driving business growth, we are reinforcing our commitment to achieving new heights and solidifying our position as a leading investment firm.”
