Local investment management firm, Cunningham Coates has today announced the appointment of John Cubitt and David Currie with immediate effect.
The appointments follow a recent strategic review which has identified several opportunities for growth in the local market. John, who brings 16 years’ experience, will join the firm’s Investment Management team managing portfolios on behalf of individuals, families, trusts, companies and charities. John is also well known amongst local solicitors for his extensive estate administration and wealth management experience.
David Currie brings 20 years’ experience and, his appointment will see the introduction of a new Financial Planning service for clients of Cunningham Coates. This new service will complement the firm’s existing Investment Management and Private Banking services enabling clients to take a much broader view of their financial future. David, will draw on his extensive experience of working in leading investment, consulting and professional services firms to help clients achieve their financial goals through the use of appropriate investments, pensions, employee benefits and wealth transfer strategies.
Commenting on the appointments, Jonathan Cunningham, Senior Office Partner, said: “I am delighted to welcome both John and David to the firm. The name Cunningham Coates has long been associated with achieving the right results for our clients whilst at the same time offering the highest levels of personal service. We are therefore very pleased to announce the addition of not one, but two, such widely regarded and experienced professionals to the firm and look forward to the new opportunities these appointments will present for our clients.”
Cunningham Coates is a trading name of Smith & Williamson Investment Management LLP (who provide investment management and banking services) and Smith & Williamson Financial Services Limited (who provide financial planning services)
Registered in England at 25 Moorgate, London EC2R 6AY
Both of the above entities are authorised and regulated by the Financial Conduct Authority
Smith & Williamson Investment Management LLP
Authorised and regulated by the Financial Conduct Authority
Smith & Williamson Investment Services Limited
Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority