News Summary
• Brown Advisory further strengthens Private Client team with appointment of Tessa Pilkington
LONDON, 21 October 2024 — Brown Advisory, an independent and privately held global investment management firm that oversees US$164.9 billion in client assets globally, has further strengthened its International Private Client portfolio management team with the appointment of Tessa Pilkington.
Tessa brings more than 15 years’ involvement in financial markets with M&A, investment research and multi-asset fund management experience. She joins from Alti Global (formerly Alvarium Investments) where she was part of a team executing M&A transactions and capital raisings to grow the wealth management business.
Prior to this, Tessa held senior positions at Alvarium Investments, including leading the build out of the firm’s co-invest platform. She also held roles at ACPI Investments as a fund analyst and deputy fund manager on its Multi Manager balanced product and Rathbones, where she was an investment and equity fund research analyst. Tessa is a CFA Charterholder.
Quintin Ings-Chambers, Partner and Head of International Private Clients and Charities at Brown Advisory, said: “We are delighted to welcome Tessa to the team. Her professional experience spans multi-asset fund management, M&A and investment research. She has used her skills and understanding of the entrepreneur journey to develop business and grow strategic business lines. This unique and multi-disciplinary skill set will be invaluable to our broad and growing client base at Brown Advisory.”
On joining Brown Advisory’s Private Client team, Tessa added: “I am thrilled to join one of the leading private client teams in the UK. Brown Advisory advises a wide range of individuals, families and charities, each with their own unique investment objectives and I look forward to working with them, helping to grow their portfolios over the long term.”
Brown Advisory International client assets today stands at US$30.2 billion (as of 30 September 2024). Within this, Private Client assets has grown to US$4.3 billion since it was established in 2012. The dedicated Private Client team has since grown to eight portfolio managers and investment professionals who design highly personalised investment portfolios for a client base of individuals, charities, family offices, endowments and foundations, which often have complex and multi-jurisdiction financial considerations. To support this, Brown Advisory’s team of strategic advisors, professionals in accounting, tax, trust and estate planning work closely with the portfolio managers to ensure there is an integrated approach to problem solving for clients.
Media Contacts
TB Cardew | Brown Advisory |
About Brown Advisory
Brown Advisory is an independent investment management firm committed to providing its clients with a combination of investment performance, strategic advice and the highest level of service. Brown Advisory has been a private and independent firm since 1998. Today, the firm has more than 930 colleagues – each with an equity interest – serving private clients and institutions in over 40 countries from 18 offices globally and is responsible for approximately US$164.9 billion in assets for private and institutional clients and charities as of 30th September 2024. The firm’s colleague equity ownership, experienced investment professionals and client-first culture help to make a material difference in the lives of its clients. For more information, please visit: https://www.brownadvisory.com