Brewin Dolphin has poached UBS’ deputy financial planning head Keith Sheenan to bolster its new office in West London.
Sheenan was deputy head of the financial planning team at UBS Wealth Management for seven years, and has almost 20 years of experience in providing wealth planning and holistic financial advice to high net worth private clients in total.
Sheenan is the latest addition to Brewin’s West End office team after former head of portfolio management at rpviate bank C. Hoare and Co Nick Hammond was appointed as operations director in June.
Head of Brewin Dolp[hin’s West End office Simon Blowey says: “We are thrilled that somebody of Keith’s calibre has joined us.
“He has an impressive track record in building strong and trusted relationships with clients, which will assist us as we continue our organic growth strategy, refining proposition and building momentum in our new private client office in the West End”.
Sheehan says: “I’m excited to join Brewin’s new West End office. I’m passionate about providing the best possible service and advice to clients and the new immersive proposition, focusing on delivering financial advice and investment solution choice for clients with complex needs is compelling.”
He adds: “As such, Brewin Dolphin was my clear choice, renowned for building long-term and honest relationships with clients and professional connections”.