Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Hargreave Hale Top 30 Under 30 star exits for boutique

Hargreave Hale Top 30 Under 30 star exits for boutique

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
30 clients.

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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Citywire 20: Investec's du Toit on managing the 'jerk factor'

Citywire 20: Investec's du Toit on managing the 'jerk factor'

Investec boss Hendrik du Toit believes he has become far more decisive over the last 20 years, especially when it comes to managing 'jerk' factor.

Play Citywire 20: Hugh Young's bleak lesson

Citywire 20: Hugh Young's bleak lesson

In the latest video to mark Citywire's 20th birthday, Aberdeen Standard Investments Asia head reminisces about one of the toughest periods in his career.

Play IWD 2019 video: fund and wealth figures define diversity

IWD 2019 video: fund and wealth figures define diversity

To mark International Women's Day, we have spoken to a variety of top fund houses and wealth managers about their definition of diversity, and how they hope to achieve a more inclusive workplace.

Read More
Wealth Manager on Twitter