SON TAKES OVER COVENTRY-BASED WEALTH MANAGEMENT FIRM￼
Capital and Trust - March 28, 2022 - 0 minute read
BRI Wealth Management PLC has appointed a new CEO. Dan Boardman-Weston, 29, son of current CEO Simon Boardman-Weston will head up BRI from the 1st of April.
Simon acquired BRI in 1991 and will continue to work at the company as executive chairman.
BRI currently has 44 employees, more than 1,000 clients, that include individuals, charities, trusts, intermediaries and corporations and £384m of assets under management.
Simon Boardman-Weston, executive chairman, said: “I’m delighted to announce that Dan will succeed me as CEO. Dan has played an integral role on the board and management team, helping us to become the successful firm we are today. Dan will also maintain his responsibilities as chief investment officer, where he has excelled, and I am excited to see him lead the firm into the next stage of growth.”
Dan Boardman-Weston, CEO at BRI Wealth Management, said: “BRI is known for its professional, personal and friendly service and I am incredibly proud of BRI’s core values. It is therefore an honour to be appointed CEO at BRI. My father has led the business to where it is today and cemented the firm’s reputation as one of the best wealth management firms around. I am focussed and determined to lead the company through some very exciting years ahead.”
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