MANCHESTER

Our Manchester office breaks the mould of wealth management

Its location in the dynamic entrepreneurial quarter of Manchester reflects our bespoke approach
to wealth management, and challenges us daily to think laterally about your needs. The office is home to our
executive board, client partners and our discretionary investment management team.

Yanna Algar

Ambassador

 

Yanna has been involved in Artorius since its inception and represents the shareholding interests of the Algar family. Her role is focused on business development and promoting the Artorius brand, building on her background in sales and marketing and making use of her strong network of contacts across the Artorius office locations.

Kevin Shone

Managing Director

Family Office Consultancy

T: + 44 (0) 161 711 0737

Kevin is Managing Director of our Manchester business as well as heading our Family Office Consultancy.  He joined Artorius Wealth after a 24 year career in Wealth Management. Starting at Coutts Private Bank after University he worked his way up to Managing Director level. He has subsequently held Managing Director positions at Goldman Sachs and Barclays. He has specialised for many years in the needs of Ultra High Net Worth families, and the specific issues that large wealth creates - predominantly the focus on multi-generational planning and "Endowment" style investing. He holds a degree in Economics from Queen Mary College London as well as being a Member of the Securities Institute (Diploma) and an Associate of the Chartered Institute of Bankers. Kevin lives in the Peak District with his wife and 4 children.

Mark Widdup

Senior Client Partner


T: +44 (0) 161 711 0753

Mark has been in the private banking and wealth management industry now for over 30 years with extensive experience of retail, corporate, private and investment banking. He is well known in the Manchester and Leeds professional communities and has earned a reputation as being a very safe pair of hands for wealthy families with complex investment and wealth advisory requirements.

Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment and an Associate of the Chartered Institute of Bankers. Mark is married with two grown up daughters. Outside of work he is a keen classic car enthusiast taking part in a number of rallies throughout Europe and has been a competitive cyclist since the age of 12.

Stephen Coleman

Senior Client Partner


T: +44 (0) 161 711 0734

Prior to joining Artorius Stephen spent over 11 years working as a Senior Client Advisor for Credit Suisse. He holds a BSC (Hons) degree in Business and Finance from the University of Stirling and is a Chartered Fellow of the Chartered Institute For Securities & Investment.

 

Stephen is passionate about advising wealthy individuals and their families on their wealth management and investment needs and is used to working with other trusted advisors in order to create the most appropriate solutions. Outside of work Stephen enjoys spending time with his Family, plays golf to a single figure handicap and runs to keep fit.

Paul Fletcher MCSI

Client Partner


T: + 44 (0) 161 711 0739

Paul has over ten years expertise in the areas of Private Banking & Financial Planning. Paul joined Artorius Wealth from RBS Private Bank, where he worked as a Private Bank & Investment Manager. As a Chartered Wealth Manager, he is passionate about delivering financial planning led wealth management advice to high net worth individuals. He is a member of The Chartered Insurance Institute and The Chartered Institute For Securities & Investment.

Ross Brown

Client Partner


T: +44 (0)161 711 0735

Ross has worked in the wealth management industry for thirteen years for a number of institutions focussing the latter part of his career on advising successful families on all aspects of their wealth. He has a particular focus on planning matters for families whether it be on succession planning, structuring of investments in line with residence and domicile or for post-exit of business. With a keen interest in tax efficient investments as well as being a staunch believer in ‘getting the basics’ right Ross ensures that all bases are covered for his clients.

 

Ross is a Chartered Financial Planner and Fellow of The Personal Finance Society.  Ross is married with two young children who he devotes all his spare time to, squeezing in a keen interest in motorsport and Formula One where they allow.

 

Peter Healey

Client Manager


T: +44 (0)161 711 0735

Pete has worked in the Private Banking and financial planning industry for 12 years. Prior to joining Artorius, he worked as a Wealth Analyst at Coutts for 5 years working with UHNW and HNW clients and  also a Senior Investment Paraplanner for an IFA firm in Cheshire. Pete is currently working towards becoming a Chartered Financial Planner. Outside of work Pete is a keen cyclist and skier, enjoys keeping fit and also likes to see himself as a bit of a handyman, renovating his last two properties.

Dee Thompson

Senior Client Support Associate


T: + 44 (0) 161 711 0732

Dee has over 30 years’ experience in the financial services sector and has experience in banking, credit, financial planning and investments and holds her Financial Planning Certificate.

 

Prior to joining Artorius, Dee held positions with Coutts, UBS and Brown Shipley.

 

Dee is married, lives in Cheshire and has a daughter Olivia aged 11.  Outside of work Dee enjoys spending time with her family.

Elizabeth Dumbill

Associate Client Partner


T: +44 (0) 161 711 0743

Elizabeth is a chartered accountant, who joined Artorius in August 2015 as Group Financial Controller. Prior to joining Artorius she spent 9 years at Deloitte LLP in Manchester, where she was a senior manager in the financial services audit team, working with a range of enterprises from multi-national listed businesses to small owner-managed companies. In 2017, Elizabeth became one of the first cohort to embark on Artorius’s in-house client partner training programme, alongside obtaining the CISI’s Level 4 Investment Advice Diploma.

Elizabeth holds a first class degree in Classics from the University of Cambridge. Outside of work, she is a fitness enthusiast and keen runner, both on the streets and after her two young children.

 

 

Paul Bond

Group Compliance Officer


T: +44 (0)161 711 0740

Paul has over thirty years of financial service experience the vast majority of that working in Regulation and Compliance. He demonstrates high levels of technical expertise in most aspects of compliance including rule interpretation, policy setting and financial crime. He has held senior operational and compliance positions in Wealth Management firms, Networks and Compliance service firms. He is not only pragmatic in his approach but also offers the highest standards of professionalism and integrity in an ever changing environment.

Eleana Watts

Client Portfolio Analyst
T: +44 (0) 161 711 0729

Eleana has joined Artorius after 18 months working at a Bank of America Merrill Lynch specialising in derivatives operations, prior to this she completed a Masters Degree in Economic and Financial Analysis, where her dissertation used a hedonic pricing model to analyse housing bubbles in Manchester. Eleana joins the team as a portfolio analyst. Outside of work, Eleana is an active member of a local lacrosse team.

John Parkins

Operations Associate


T: +44 (0) 161 711 0742

John originally joined Artorius as an intern with the investment team in September 2015, having finished his Masters in Economic and Financial analysis at Manchester Metropolitan University, achieving a distinction in the process.  His MSc specialised in behavioural finance, as well as the causes and fallout of the financial crisis, with his dissertation looking into the mechanics and application of contingent capital. He was taken on in a permanent capacity at Artorius a couple of months later as a Client Portfolio Administrator.

Lynsey Roberts

Operations Associate


T: +44 (0) 161 711 0731

Lynsey has over 8 years’ experience in financial services industry. During her time in the industry Lynsey has worked closely with directors and project managed different developments during several acquisitions. Lynsey has developed a variety of systems and processes along the way and delivered staff training. Her diligent and articulate nature ensures the team are supported to deliver an efficient and effective service. Lynsey holds a 1st class honours degree in Criminology. In her spare time Lynsey enjoys long distance running and has a love for music.

@Copyright Artorius Wealth 2016