After 12 years at the helm of Quilter Cheviot’s Birmingham office, Sean Raftery has passed the reins as head of office on to executive director, David Jupp.

Sean, who has been with the firm for 23 years, will remain with the company and return his attention to his client facing role.

David was previously deputy head of the company’s midlands office; he joined Quilter Cheviot in 1999 from Capel Cure Sharp, previously Albert E Sharp.

Commenting on his recent appointment, David said:

“Sean and I have worked closely together for 30 years, in the last six years as head and deputy head of the Birmingham office respectively.

Sean has led our office to great success and I am delighted to continue to build on our work with private clients and the local professional community to further grow our business for the future.”

David added that the wealth management sector in the city is thriving. He said:

“We are witnessing a long term growth in the savings and investment industries.

Birmingham is ideally placed as a financial and regional centre to capitalise on this.

The depth of our relationships in Birmingham, combined with the longevity and continuity of the senior team here, have all played a major part in our success in the city.”

Quilter Cheviot’s Birmingham office opened in 1994, and it has since grown to become the company’s largest regional team with 42 staff members.

Head of Quilter Cheviot’s regional offices, Richard Thorn said:

“I would like to congratulate David in his new role and wish him every success.

I also want to thank Sean for his ongoing commitment to the Birmingham office and its team over the last 23 years.”

Quilter Cheviot are specialists in bespoke investment management, helping more than 40,000 individuals to manage their money.