Sanlam UK has appointed Stephen Wood as a chartered wealth manager and the promotion of Eleanor Ingilby to head of its Harrogate office.
Based in Sanlam’s Harrogate office on Cornwall Road, Stephen brings over sixteen years of experience to the role. He will work closely with David Battersby, portfolio manager, Sukhbir Lall, assistant portfolio manager, and Eleanor.
Stephen said: “I am delighted to have joined Sanlam at this crucial stage in its development across Yorkshire and the region. The business has been advising clients from the Harrogate office for over 15 years, and we are helping our clients to navigate the current market unrest to help them achieve their financial goals.”
Stephen began his career in accountancy for multinational corporates including Exxonmobil and AstraZeneca. He has managed portfolios for high net worth individuals, families and trusts at HSBC Private Bank and Brown Shipley across the Yorkshire region
Eleanor Ingilby, head of Sanlam’s Harrogate office, said: “We are thrilled to welcome Stephen to our Harrogate team. He brings a considerable knowledge and expertise in portfolio construction and wealth management with particular focus on entrepreneurial wealth, trusts and investment companies.”
Eleanor added: “Since she joined in 2015, Eleanor has been a committed member of the Sanlam family and an active member of our portfolio management team. This is a very exciting and well-deserved promotion.
“We have plans for further expansion of the Harrogate office team in the next quarter as we anticipate there will be further commercial opportunities in Harrogate and the wider region.”