Xentum attracts wealth of new talent
14th July 2010
Xentum has strengthened its team with the appointment of Andrew Booth as Private Client Manager.
Andrew, 39, leaves Swiss wealth management firm UBS where he worked as a private client director for two years to take the new role of Private Client Manager at Xentum to service its growing high net worth client base.
Prior to his position with UBS he co-managed the northern office for the Lloyds Private Banking arm - Mayfair for five years specialising in advising the banks ultra high net worth individuals.
Andrew joins Xentum which is based in Lymm, Cheshire to manage the financial affairs of new and existing clients whose investment portfolios range from £5 million to £20 million.
He brings a total of 20 years experience within the financial services industry to the role encompassing; investment planning, trusts, estates, will and inheritance tax planning.
Andrew said: “As well as offering the private office approach to financial planning which sets Xentum apart from most wealth managers I will be forging professional connections within new areas such as south Cheshire, Merseyside and North Wales. I’m looking forward to bolstering Xentum’s presence in the north west and working alongside the dynamic team already in place."
