Barclays Wealth appoints Bakers partner, Jonathan Burt, as Senior Wealth adviser
Barclays Wealth has announced the appointment of Jonathan Burt as a Senior Wealth Adviser in its Wealth Advisory team. Mr Burt will report to Jeremy Arnold, Head of the Wealth Advisory business. He will join the business in January 2008.
Mr Burt’s is a newly created role which will see him work closely with Jeremy Arnold in continuing the development of the Wealth Advisory business which was established last year from Barclays Wealth’s existing Wealth Structuring and Trust and Estates businesses. The business acquired Walbrook Group in May 2007. Based in London, Mr Burt will co-ordinate clients’ diverse and complex wealth advisory needs across estate planning and trusts. He will also work closely with intermediaries as well as private bankers and risk and structuring teams across Barclays Capital and Barclays Wealth.
Jeremy Arnold, Head of Barclays Wealth Advisory business says, “We are delighted to welcome Jonathan to the team. He is an extremely talented individual and his experience in private banking and as a partner in one of London’s leading private banking practices will be invaluable in helping drive the business forward as we continue our expansion drive. In addition, Jonathan’s client focused approach will be key as we continue to develop Barclays Wealth Advisory into a market leading proposition to meet the individual needs of our high net worth clients.”
Mr Burt joins Barclays Wealth from Baker & McKenzie LLP where he was a Partner and has worked for the past seven years in their Private Banking department in London. At Baker & McKenzie, Mr Burt advised high net worth individuals, trustees and private banks on a range of issues including cross-border taxation, creation and taxation of trusts, investment taxation and multi-jurisdictional estate planning. Prior to that, Mr Burt worked at Withers LLP as a Solicitor. Mr Burt is a member of STEP’s Technical Committee and was awarded a place in the Citywealth 2006 and 2007 Top 100 Wealth Advisers lists. Mr Burt studied at Guildford College of Law and holds a First Class BA Honours in History from the University of York.
Barclays Wealth is the UK’s leading wealth manager and at 30 June 2007 had £126.8bn client assets globally. It serves affluent, high net worth and intermediary clients worldwide, providing international and private banking, fiduciary services, investment management and brokerage. Thomas L. Kalaris is the Chief Executive of Barclays Wealth and he joined the business at the start of 2006.
Barclays Wealth is part of the Barclays Group, a major global financial services provider engaged in retail and commercial banking, credit cards, investment banking, wealth management and investment management services with an extensive international presence in Europe, the USA, Africa and Asia. It is one of the largest financial services companies in the world by market capitalisation. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 127,000 people. Barclays moves, lends, invests and protects money for over 27 million customers and clients worldwide.