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Barclays strengthens its presence in East Anglia with two senior hires

26 Sep 2012 11:06 GMT

IPSWICH: Barclays has today announced that the wealth and investment management division has bolstered its East Anglia team with two senior appointments to its Ipswich office.

James Wood has joined as a Corporate Wealth Advisor within Barclays Corporate & Employer Solutions, and will focus on advising local entrepreneurs, Small and Medium Enterprises (SMEs), and smaller corporate clients on a range of solutions to meet their business continuity and succession planning needs. Andrew Spivey has joined as a Portfolio Manager to run discretionary portfolios in the East Anglia Portfolio Management team, which forms part of the central Global Research and Investments department.

James joins Barclays from HSBC Bank Plc, where he has worked as a commercial financial planning adviser since 2008. Andrew has worked in the financial services industry for over 25 years, most recently as a Private Client Manager at Killik & Co. in Ipswich, and is a fellow of the Chartered Institute for Securities & Investments.

Commenting on the appointments, Simon Smith, Regional Director for the Wealth and Investment Management division of Barclays in East Anglia, said: “We are delighted to welcome James and Andrew to our expanding East Anglia team. With their calibre and excellent track record, their appointments demonstrate our continued commitment to deliver superior local service and tailored wealth solutions to our clients.”

“As one of the largest wealth managers in East Anglia, we’ve opened three new offices alongside Ipswich in the past year, in Norwich, Cambridge & Peterborough. We remain dedicated to hiring the best talent across the whole of the region to ensure we can support our clients in close proximity to where they live or work”

The Barclays East Anglia team now sits at over 24 professionals, providing the full range of wealth management, wealth advisory and corporate and employer solutions services to clients in the region.

ENDS


About Barclays

 

Barclays moves, lends and invests money for customers and clients worldwide.  With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.



Our customers and clients benefit from access to the breadth of expertise across Barclays.  We are one of the largest financial services providers in the world, engaged in retail banking, credit cards, corporate and investment banking, and wealth and investment management.

 

We are a leading global wealth and investment manager providing international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients around the world.

 

“Barclays” refers to any company in the Barclays PLC group of companies.

 

Barclays offers wealth management products and services to its clients through Barclays Bank PLC ("BBPLC"), functioning in the United States through Barclays Capital Inc. ("BCI"), an affiliate of BBPLC.  BCI is a registered broker dealer and investment adviser, regulated by the U.S. Securities and Exchange Commission, with offices at 200 Park Avenue, New York, New York 10166.  Member FINRA and SIPC. Barclays Bank PLC, registered in England and Wales (no. 1026167), has a registered office at 1 Churchill Place, London, E14 5HP, United Kingdom, and is regulated by the Financial Services Authority.

 

Mortgage products and services in the U.S are offered by Barclays Bank Delaware (“BBD”), member FDIC.  Custom lending is offered via BBPLC, New York Branch.  Securities investing and brokerage products and services are offered exclusively through BCI.  A relationship with the Barclays Wealth and Investment Management unit need not be established or maintained to obtain BBD or BBPLC, New York Branch products or pricing.  Bank regulations require that the loan review and approval proves to be independent of, and cannot be impacted by, brokerage/investment-related matters or other business dealings.

 

Trust and fiduciary services are offered through Barclays Wealth Trustees (U.S.), N.A. (“BWT”) a limited purpose national bank. BWT is subject to regulation and examination by the Office of the Comptroller of the Currency. BWT is an indirect, wholly-owned subsidiary of BBPLC and an affiliate of BCI and various other subsidiaries of, and entities affiliated with, BBPLC.

 

This is not a solicitation of any products or services.