John Porteous

Experience

• 

  BDO Stoy Hayward Investment Management

  Jun 2006 - Jul 2009

  Director - Head of Private Clients

  Drove firm-wide transition to effective financial planning model providing strategic direction and profile across the business nationally within TCF framework.

• 

  Macquarie Bank

  Aug 2009 - May 2011

  Head of Distribution

  Working as part of the senior UK team looking to build out the Macquarie UK wrap proposition and expand its presence in the wealth management space.

• 

  Baker Tilly Financial Management (formerly RSM Tenon Financial Management)

  Jun 2011 - Jun 2014

  Partner, Head of Wealth Management

  Partner and main board director of Baker Tilly Financial Management (following aquisition of RSM Tenon Financial Management). Nationally reponsible for all Private Client Financial Planning and Investment Management services along with Link2wealth. Chairman of Investment Committee.

• 

  Towry

  Jun 2014 - Mar 2017

  Head of Client Proposition

  Joined Towry following its acquisition of Baker Tilly Financial Services. Member of Exco leadership team with responsibility for overall client proposition including investment management services, financial planning, advice policy/research and marketing. Chairman of Advice Policy and Investment Policy Committees.

• 

  Quilter

  Aug 2017 - Mar 2019

  Retail Client Solutions Director

  Leading the Retail Client Solutions team at Old Mutual Wealth. Working across all OMW business units to ensure that its overall (blended) proposition and services deliver great customer outcomes and superior customer experience - both now and in the future.

• 

  Charles Stanley

  Mar 2019 - now

  The Central Financial Services division includes Charles Stanley Direct, Asset Management, Telephone XO and Foundation Advice Services

  • Managing Director - Charles Stanley Central Financial Services

    Apr 2021 - now

  • Group Head of Distribution

    Mar 2019 - Apr 2021