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Former senior Evelyn Partners and CBAM duo launch wealth manager

News Team, 27/11/2023

Smith & Williamson's - now Evelyn Partners - former Bristol private client head, Jerry Barnes, has teamed up with former Close Brothers Asset Management (CBAM) financial planning director Edward Green to launch a new South West wealth manager - Gordian Wealth Management (GWM).

The pair's combined clients have given GWM a start of approximately £100 million of client funds under management. 

Mr Barnes is a founding member and chief executive of Bristol Private Equity C...


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