Funding supervisor Titan Non-public Wealth has appointed Matt Beddall as joint CEO alongside present CEO Mark Puleikis.
He joins the agency to “lead the corporate via its subsequent part of development.”
The appointment is topic to FCA approval.
Mr Beddall joins from Investec Wealth & Funding the place he was divisional director and head of the Sheffield workplace.
He spent 25 years with Investec, having joined the agency as a trainee, throughout which he has held a variety of management positions and had hands-on expertise managing non-public purchasers, charities, DB pensions schemes and monetary mutuals.
Mr Beddall stated: “I’m thrilled to be becoming a member of such a profitable and award-winning enterprise as Titan. I look ahead to serving to lead the enterprise via its subsequent development part and persevering with the superb work that has already been put in place.”
He can be primarily based at Titan’s Harrogate workplace.
Joint CEO Mark Puleikis welcomed Mr Beddall to the group: “Along with his in depth expertise and confirmed management expertise, Matt will play a pivotal function in rising the enterprise and delivering distinctive outcomes and worth for our purchasers and shareholders.”
Titan Non-public Wealth is an funding administration enterprise offering portfolio administration and stockbroking providers to personal purchasers, pension schemes, charities, corporates and intermediaries together with monetary advisers throughout the UK.
Based mostly in Harrogate, it was established as Cardale Asset Administration in 2003. It’s a part of discretionary fund administration and asset administration enterprise Titan Wealth Holdings.