W1M bolsters Adviser Solutions team with new London BD expert appointment

W1M Wealth Management Ltd (“W1M”), the newly merged wealth and investment management firm of Waverton and London & Capital, is pleased to announce that it has appointed Jake Lewis as the firm’s newest business development manager for Adviser Solutions. Lewis’ appointment signals W1M’s ambitions to grow its network of independent financial advisers, following the recent finalisation of the firm’s merger, rebrand, and refreshed proposition.

Lewis will be responsible for developing and managing adviser relationships across Greater London, as well as selling W1M’s full range of solutions from MPS to bespoke portfolios.

Lewis brings over 20 years’ sales experience in the wealth management sector. He joins W1M from Rathbones Group, where he spent the last five years as Business Development Director. Prior to that, Lewis was a Senior Business Development Manager at Brooks Macdonald for three years, while also previously holding roles at Coram Asset Management and Premier Miton.

George Bromfield, Head of Adviser Solutions at W1M, commented:

“Following the recent merger and rebranding to W1M, there is a strong commitment across the organisation to build on the strength of our adviser solutions offering and grow our network. In that vein, I am delighted we have attracted a fantastic talent in Jake, who brings to the firm significant experience and expertise in our field that are highly complementary to W1M’s values and future ambitions. I have no doubt that he’ll make an immediate impact.”

Jake Lewis, Business Development Manager at W1M, added:

“The adviser solutions team at W1M has built a formidable reputation over recent years for its dedicated and personalised service to the IFA community. The recent merger, which has formed a wealth management firm of greater size and scale, provides a very compelling case for the further growth of the current adviser network, building on what is already an award-winning product. The opportunity to be a part of the W1M journey was simply too good to turn down, and I’m very excited to be joining this brilliant team.”