Financial planning firm Calton has appointed Bruce Hendry as executive director to lead its head office in Edinburgh
He will take up the role from today (30 September).
The appointment is the capstone of a year of growth and consolidation and is key to Calton’s strategy for UK growth.
Hendry is a chartered fellow of both the Personal Finance Society and the Chartered Institute for Securities and Investment.
He holds an Executive MBA from Edinburgh University Business School and has previously lectured at Dundee and Edinburgh Universities.
He has held previous roles at Thomson Cooper Accountants, Charles Stanley and Co and Barclays Wealth and Investment Management.
He will join Tom Ham, Laura Bruce, Gary Dale and Mark Polson on the company’s board of directors.
Commenting on his appointment, Hendry said: “I have been watching Calton’s development closely. The firm’s vision aligns with mine – to build client confidence through delivering exceptional outcomes and service.
“Much of that is about values, but Calton is also breaking new ground in developing systems that will help make that vision a reality. I look forward to showcasing this to the profession.”
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Calton founder and group chief executive Tom Ham said: “Bruce choosing Calton is a vote of confidence in our mission and ambition.
“He has already built a distinguished senior career in advising and investment management across the UK and has a proven track record of building and growing departments.
“His expertise and dynamism is second to none. He will be an essential force in taking Calton and our talented team to new heights in the service we offer our clients.”
Over the past 12 months, Calton has moved to a new flagship office in Rutland Square in the heart of Edinburgh’s financial district.
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It has increased its client-facing and support staff and launched a new digital presence. A groundbreaking new management system will launch later this autumn.
Ham added: “We are focused firmly on a future in which technological solutions will ease friction in our day-to-day processes while ensuring that we adhere to the highest professional standards.
“Our bespoke management system will be an essential tool across our team, from advisers to paraplanners, to marketing, monitoring and reporting.”
Calton is a financial planning and investment management firm founded in Edinburgh by Tom Ham in 2021.
With offices in London and the Scottish Borders, it has clients across the UK.
