Citywealth today announces the
appointment of Negin
Erfani
to take up the role of Managing Director.
Erfani
will be responsible for the day to day running of the company and
for managing client relationships built up over the last eight years. She
will report to Karen
Jones,
founder and CEO of Citywealth, while
taking the reins to drive the company into its next stage of growth
Erfani
comments: “I
am excited by this new challenge and look forward to helping shape a
bright future for Citywealth”
Erfani
joined Citywealth in September 2013 from an internet and risk
background. Prior to joining
the
company, Erfani was Managing Director of Hisas
Ltd,
a risk advisory consulting business in the UK. She also worked at
PointServe
Inc,
a software house in Austin, Texas, where she was responsible for
business development for the Americas.
Karen
Jones comments:
“ I would like to welcome Negin to Citywealth. Her appointment is
an exciting development for the company and will ensure we have the
capability to continue to care for our clients in a one on one way
and to bring new ideas to the business”
Negin
will be taking over from Joe
Bell,
who is stepping down from his role as Managing Director, but who will
remain as a Consultant and a shareholder.
Karen
comments: “ I
would like to thank Joe for his five years at Citywealth, driving and
building the brand which has become what it is today and which has
far exceeded expectations. We are delighted that he is going to stay
with us in his new capacity ”
James
Isaacs is
another new member of the team, joining Citywealthto
take over relationships in the offshore market. Originally
trained as a historian, he has worked in the wealth management
industry for 25 years, with a particular focus on offshore markets
and tax structures. Latterly he worked for Legal & General as a
business development director with special interest in international and
family office issues.
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