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Employees take stock in growing Yorkshire investment firm

The Leodis Wealth team

Two employees of a Yorkshire wealth and investment management firm have acquired shares in the company.

With exceptional customer service and personalised independent advice at its core, Leodis Wealth is a -based asset management firm which is experiencing rapid year-on-year growth.

Associate director Philip Organ and investment director Dominic Key from Leodis Wealth have been invited to acquire equity in the business and will both join the firm’s senior management team.

Founded in 1988, the firm has doubled turnover since 2013, with plans to double again within the next three years.

In 2017, the Leodis Wealth directors introduced a staff bonus scheme which pays a percentage of annual salary if certain measures are achieved. Beginning as a trial, this has been maintained for 2018 and beyond.

To promote a sense of collaboration and loyalty as well as incentivising the right working practices, the investment firm is planning to introduce a share incentive scheme which will be available to all staff in 2019.

With 35 years working in investment management, Philip joined the firm in 2017 as associate director with extensive experience in private client management.

Moving from London to join Leodis Wealth in 2002, Dominic heads up the investment research team responsible for managing private client and trust portfolios.

Philip said: “This is an exciting time for Leodis Wealth as we continue to grow and achieve great results for our clients.

“I’m delighted to have been presented the opportunity to invest in a company which I am so passionate about, I’m looking forward to continuing my journey with Leodis Wealth.”

Dominic said: “After working for the firm for over 15 years, I’m proud to have acquired shares in a business that offers exceptional customer service that is bespoke for each client.

“Working with clients across the , Leodis Wealth has a prosperous future in site and I’m excited for what the next few years will bring for both us and our clients.”

Specialising in portfolio management and planning for individuals, as well as their trusts and pension funds, the firm boasts an impressive 360 active clients. The company’s client base grows year-on-year.

Leodis Wealth looks to expand its team and portfolio of clients as the business continues on its journey of growth.

 

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