Asset Management

Fletcher Jones has been involved in what was known as private client investment management since the 1980s, which has morphed into the increasingly competitive wealth management and private banking sector that we know today.

The wealth management sector is built on personal relationships, and at Fletcher Jones we appreciate the loyalty of clients to individual wealth managers, who have their best interests at heart, rather than to the brand. It is important to deal with wealth management professionals in a confidential, sensitive manner especially due to the importance of these relationships. Being a relationship business, we understand the importance of relationships in this sector. We are seen by many of our clients as a trusted advisor, similar to the way that private bankers wish to be seen by their clients.

This sector is increasingly interested in digital – both from a marketing perspective and in terms of utilising technology in customer-facing applications. Fletcher Jones pride ourselves on our understanding of the ongoing developments, from this continuing digital revolution to product and fee evolution.

Carrying out searches for both C-suite operational roles and independent Non-Executive Director appointments, we have worked with many leading names such as Brewin Dolphin, Brown Shipley, Gillespie McAndrew, James Cable, Rathbones, Thornton Investment Management, and Wishart Brodie.

Fletcher Jones’ long history in this sector gives us a strong understanding of how both the City and the wider UK regions work; many firms have strong regional offices, and it is important to recognise the differences in approach and utilise our strong networks in many of the larger cities of the UK.