Artorius continues its expansion bolstering their investment team with the arrival of Gareth Thomas, Ex UBS, as Head of Investment Management

Independently owned wealth advisory firm Artorius has announced the appointment of Gareth Thomas to the role of Head of Investment Management. In a new role for the firm, Gareth will report to Gerard Lane, Chief Investment Officer, as Artorius expands the size and breadth of its discretionary and advisory offering.

Gareth has served in a number of senior investment roles at UBS Wealth Management, most recently as Head of Investment Content UK and Head of Portfolio Management UK. Prior to UBS, Gareth worked at HSBC Global Asset Management and Nelson Money Managers. Gareth’s appointment takes effect from 15th March 2021.

Established in 2015, Artorius is headquartered in Manchester and advises clients across the UK from its offices in Manchester, London and Zurich. The firm provides long-term unconflicted wealth planning and investment advice for financial services professionals, UK business owners and entrepreneurs, private equity professionals and individuals inheriting wealth, including through divorce. Artorius manages over £1.25 billion of family assets and is independently owned by management, employees, and a small group of high net worth individual shareholders. Assets have grown by £250 million (circa 25%) in the nine months since April 2020 and the group has an ambitious growth strategy in place.

On joining Artorius Gareth said “This is an exciting time to be joining Artorius as they continue their growth journey. The direction of travel is away from big banks towards truly independent firms providing specialist mandates for large and sophisticated clients as well as core discretionary offerings. I am delighted to be joining the team and working with them to provide an outstanding investment offering for our clients.”.

Gerard Lane, comments “After a successful career at UBS, Gareth will enhance the capabilities of the investment team in delivery of both discretionary and advisory services. Gareth’s experience and calibre will support Artorius as we continue to grow, allowing us to address client needs and ensure breadth of investment experience.”

Paddy Lewis, CEO says “I am delighted to be working with Gareth again, having spent 12 years working alongside him to build the successful investment offering at UBS. Gareth’s knowledge and experience will be a significant addition to our already successful and growing discretionary and advisory offering. Having recently joined Artorius, I continue to be impressed by the strength and depth of our investment process and the outcomes for our clients.”