Waverton IM makes intermediary sales team appointment from S&W

Julian Polnik joins as head of sales support

clock • 1 min read

Waverton Investment Management has hired from Smith and Williamson for the role of head of sales support within its intermediary sales team, in a boost to its model portfolio service offering.

Julian Polnik was previously a senior business development manager at Smith and Williamson, and has also held positions at UBS Wealth Management and Close Asset Management, where he established their respective discretionary portfolio management services for  financial advisers. In his new role at Waverton, which has approximately £6.4bn of assets under management, he will report to director and head of intermediary sales Mark Barrington. Waverton's Tucker: We've been hiding our light under a bushel "He brings a wealth of experience and knowledge of working with financial advisers ...

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