- Adam Edwards, Philip Lee, and Luke Turner have all joined the business as Private Client Directors
AHR Private Clients, which is headquartered in Surrey and provides independent financial advice to High & Ultra High Net worth families and individuals has confirmed a series of senior Wealth Director appointments to support its ongoing success. The rapidly expanding operation will see three experienced advisers from Credit Suisse, UBS Wealth Management and W1 Investment Group step into the role of Private Wealth Directors for the UK Private Client business.
Adam Edwards joins AHR after over fourteen years at Credit Suisse in London and brings extensive experience in the investment, asset allocation and wealth planning advisory services to UK resident High-Net-Worth individuals, corporates and family offices. He will be joined by Philip Lee, former Director in the High-Net-Worth team at UBS, who has over two decades of experience in the private banking space including eight years as Director of the Private Banking team at Adam & Co. Furthermore, AHR will also welcome Luke Turner from W1 Investment Group to manage a portfolio of High-Net-Worth clients. Boasting thorough experience with British expatriates and knowledge of the market across the EU, Asia and Middle East, Turner will also lead the repatriation team for clients returning to the UK.
Adrian Rees, Operations Director, AHR Private Clients, comments:
“In line with our ambition to enhance the UK private advice market, this raft of new appointments builds on the ongoing success of AHR Private Clients since its launch earlier this year and will be instrumental in the development of our client base. We look forward to seeing their international experience in the wealth management and private banking space lead the wider team in delivering a high quality and independent financial proposition for AHR.”