Wealth planning and investment management firm Brown Shipley has hired a new director.
The firm has revealed the appointment of Shanti Kelemen as investment director.
In newly created role, Ms Kelemen will report to Toby Vaughan, chief investment officer.
The firm says she will “play a crucial role in helping further develop Brown Shipley’s investment proposition”.
She will work closely with Mr Vaughan on “a variety of areas”, including the management of discretionary portfolio models, investment process and investment communication.
Ms Kelemen was described as having “extensive experience across the investment industry, most recently as a portfolio manager and director at Coutts.
In addition, she has experience across various financial sectors over her 11-year career, with time spent in investment banking and asset management, with a particular focus on derivatives.
Her experience comes from several years at firms including the Royal Bank of Scotland and Boston Capital.
She holds qualifications from the FCA and has a management MSc from the London School of Economics.
Mr Vaughan said: “We are absolutely delighted to announce the appointment of Shanti Kelemen as investment director.
“This is another important appointment we have made into the team and Shanti brings a breadth of experience not just in investment management but also the wider financial sector.
“She will play a key role in further enhancing our investment proposition for clients.”
Ms Kelemen added: “I am excited to be joining Brown Shipley at such a critical time of growth for the business.
“I look forward to working with my new colleagues to further enhance our investment offering for clients.”
