October 01st 2021
Artorius deepens its wealth planning capabilities hiring Kate Thurman as Wealth Planning Partner.
Independently owned wealth advisory firm Artorius has announced the appointment of Kate Thurman to the role of Wealth Planning Partner. Kate will join Jane Fowke in providing wealth structuring and financial planning advice to Artorius’ clients. Artorius has also recently hired Rebecca Critchley as Compliance Manager and Rihards Ignass as Finance Manager.
Having started her career in investment management, Kate has spent the last 10 years specialising in wealth planning with a particular focus on pensions. Previously, Kate has worked at Barclays Wealth, Brown Shipley and Coutts and most recently as an independent financial advisor for Pannells Financial Planning. On joining Artorius, Kate said “Good wealth planning gives clients and their families confidence that their wealth will endure and have a meaningful impact not only on their lives, but beyond. Artorius’ approach to wealth planning, which is at the centre of its proposition, is fully aligned with my approach and I am delighted to be joining the team”.
Paddy Lewis said “Kate’s experience and passion for providing exceptional wealth planning advice while developing strong relationships can only further enhance our client experience. We are excited to have Kate join the team as Artorius continues to go from strength to strength”.
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 wealth planning and investment advice for financial services professionals, UK business owners and entrepreneurs, private equity professionals and individuals inheriting wealth.
Artorius manages ~£1.5 billion in assets and is owned by management, employees, and a small group of high-net-worth individual shareholders. Assets grew by £300 million (circa 25 percent) in the nine months since December 2020.