Managing director Gordon Wilson has targeted the London market and has opened a new office in the capital’s Bloomsbury Way. Former Carbon graduate trainee Darren Lees (30), from Dundee, will spearhead the London operation.
He returns to the Rubislaw Terrace based business after several years as a wealth manager in England with private bankers Coutts.
The Holborn office is the fifth link in the Carbon chain but the first to open south of the border.
Gordon said: “Given that our clients in Scotland are typically business owners, senior executives and professionals, expanding into London was an easy decision. The hard part was finding the right person, living in London, to lead our expansion.
“Darren fits the bill perfectly. He has worked with us before and is a qualified financial planner with experience of dealing with London’s high net worth individuals.”
Dundee University law graduate Darren gained a grounding in the industry with Carbon.
He said: “After graduating, I was on the first year of the Carbon graduate trainee scheme.
“Despite leaving for London a few years ago we had kept in touch and this is a wonderful opportunity.
“It will be challenging because we are starting from scratch in a competitive sector in London.
“It is a blank canvas and the timing is good as many old-style financial advisors have been dropping out of the industry because of the ever increasing regulations.
“We are cautiously optimistic and this is a long-term strategy.
“There is a niche for Carbon’s investment philosophy and the company’s UK profile has certainly been enhanced by winning national financial planning awards in recent years.”