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Bluefin restructures private client business

Bluefin Advisory Services is restructuring its private client operation to focus on a fee-based model across all services.

The model, which is already used within Bluefin’s wealth management arm is designed to align the firm further with the retail distribution review proposals.

The strategic review of the private client business has been led by Suvan de Soysa, who joined as managing director in July.

Soysa has appointed Julie Lord and Mike Godfrey to lead two regional teams supported by a central team which includes Ian Shipway and Patrick Murphy.

Thinc founder members Gregg Taylor and Neil Harkin have decided to leave the firm to pursue new challenges.

Bluefin Corporate Consulting, which sits within Bluefin Advisory Services, is not directly affected by the changes.

Bluefin Advisory Services chief executive John Simmonds says: “Just as the regulatory climate is set to change significantly with RDR, the market has been transformed over the last eighteen months and I believe that the changes we have made and the review we are conducting will stand us in excellent stead, providing a basis for growth in the lead up to RDR and beyond.”


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