Hargreave Hale’s Alex Sumner has left the company to join a boutique wealth manager where he will help launch and co-manage a model portfolio service.
Sumner (pictured), who was named in Wealth Manager’s Top 30 Under 30 in 2017, has moved to Blackfinch Investments, which specialises in tax efficient investments.
In his new role he will help build a range of active and passive managed portfolios for Blackfinch’s adviser client base.
He joined Hargreave Hale in 2009 in an administrative role and before long progressed through the company, attaining Chartered Wealth Manager status with
Sumner is not the only Top 30 Under 30 alumni to be on the move.
Sam Lansdowne has left Thesis Asset Management to join 7IM as a relationship manager.
Lansdowne started his career at Thesis in 2013, focusing on European mobile telecoms analysis. He became an investment manager in 2015 and subsequently took on group-wide portfolio responsibilities at the firm.
Also leaving is BRI Wealth Management’s Daniel Boardman-Weston, who has taken time off to pursue an MBA.
Boardman-Weston joined BRI in 2011 as an investment analyst, before being promoted to a senior portfolio manager and then head of portfolio management.
Gaurav Gupta kicked off the exodus from the class of 2017, when he left Thesis last July.
Gupta, who has been a regular fixture in both the Top 30 Under 30 and the Top 100, joined Punter Southall Investment Consulting as an investment analyst.