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 and being a Group Board Director. 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.

@Copyright Artorius Wealth 2016

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

Wealth Structuring Manager


T: +44 (0)161 711 0735

Ross heads up Financial Planning working with clients to apply a framework and structure to their wealth needs and objectives. He is an expert in tax efficient investments, inheritance tax planning and other more intricate financial planning issues such as complex pension arrangements for HNW and UHNW clients.  Ross is a Chartered Financial Planner and Fellow of the Personal Finance Society.

Natalie Quirk

Senior Client Service Associate


T: + 44 (0) 161 711 0738

Natalie has spent the past 10 years, working in Private Banks in London. She began her career in finance in 2002, in Jersey, Channel Islands before moving to London in 2005. She holds a BSc in Applied Psychology from Liverpool University. Originally from the North West, Natalie relocated from London to Manchester to join the Artorius Wealth Team and is thoroughly enjoying living in Manchester - despite the rain! Outside of work, she loves to travel, is an avid boxing fan and where possible likes to try and combine both by attending major boxing events around the UK and overseas.

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

Group Financial Controller


T: +44 (0) 161 711 0743

Elizabeth is the Group's Financial Controller, based in the Manchester office but providing finance function support across all of the Artorius Wealth locations. She joined Artorius after 9 years at Deloitte LLP in Manchester, where she was a Senior Manager in the Financial Services Audit practice and gained a wide variety of experience working with both large multi-national and small owner-managed financial services businesses, including in the investment management sector. Elizabeth holds a first class degree in Classics from the University of Cambridge and is a Chartered Accountant. Outside of work, she likes to clear her mind of spreadsheets by keeping fit and particularly going running, either on the streets or 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

Operations Associate
T: +44 (0) 161 711 0729

Eleana has joined Artorius after 18 months working at an 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 analysed the additional cost linked to a house from the proximity to an outstanding school.

Eleana joins the team as an operations associate,  Outside of work, Eleana is an active member of a local lacrosse team and enjoys nothing more than an early morning run.

John Parkins

Client Portfolio Administrator


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.