Artorius names new Executive Chairman and Chief Executive Officer

21 December 2020 Consultancy.uk
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Artorius has announced two senior appointments, as the wealth management firm prepares to push ahead with an ambitious growth strategy. Ian Marsh is promoted to become Executive Chairman of the Management Board, while Paddy Lewis joins from Sionic as Chief Executive Officer.

Founded in 2015, Artorius is a specialist consultancy offering wealth advisory services from offices in Manchester, London and Zurich. Owned by employees, clients and independent shareholders, the firm provides wealth advice, family governance and consolidated reporting, working with third parties to deliver financial solutions in addition to discretionary investment services. As the advisory firm prepares for a busy 2021, Artorius has announced two senior appointments to its UK team.

Ian Marsh, the current Chief Executive Officer, has been named Executive Chairman of the Management Board – a newly created role at Artorius. Marsh arrived at the firm in 2016, having previously served in as Head of Asset Management at Stonehage Fleming. Prior to that, he also spent 22 years at Credit Suisse, where he ultimately served as CEO of UK Private Banking. He is a Chartered Member of the Institute for Securities & Investment.

Paddy Lewis and Ian Marsh - Artorius

Ian Marsh commented, “Effective wealth management is about long-term planning, based on personal, expert understanding of what matters to clients and their families.  Yet all too often clients face a complex investment landscape with professional advisors weighed down by outdated practices and bound to their own solutions.  Artorius is different... Our ambition is to become the leading independent advisor to those in need of high-quality planning and investment advice and the natural career choice for talented advisors looking to thrive in a working environment that responds quickly to client needs.”

As Executive Chairman, Marsh will focus on strategy, shareholder engagement and providing the stability required to underpin a fast growth trajectory. Meanwhile, his successor as CEO has been announced as Paddy Lewis. Having worked in wealth management for 28 years, Lewis brings extensive experience in the wealth management industry to the role.

Spending half his career in Newcastle-upon-Tyne with Wise Speke, Merrill Lynch, then Laing & Cruickshank, Lewis moved to UBS in 2004, ultimately becoming UK Head of Investment Platforms and Solutions. He then went on to become a Partner in the Wealth Management & Private Banking Practice at global consulting firm Sionic in 2019. Both his and Marsh’s appointments take effect from the start of February 2021.   

Lewis commented, “I am hugely impressed by what the firm has achieved in just five years, creating so many more opportunities for the future. The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations. Having worked in the North of England for half my career, as well as at the heart of the City of London, I admire that and indeed see it as a key strength of this firm. I am absolutely delighted to be joining Ian and his colleagues to lead the next part of our journey and feel very privileged to be joining such a great team, at such an important time.”

Established in 2015, Artorius is headquartered in Manchester and manages over £1.2 billion of family assets and is independently owned by management, employees, and a small group of high net worth individual shareholders. These assets have grown by £200 million in just six months since April 2020, and the group has an ambitious growth strategy in place.