Ian Hardcastle has been appointed Co-Head of Private Clients and Stephen Bennett and Oliver Northover join as Investment Directors. They are based in the new office Marlborough has opened in Winchester, Hampshire, as part of the group’s continuing growth across the UK and internationally.

The trio previously worked for Rathbones and have more than 65 years’ combined investment experience.

In the Personal Portfolio team, they join Edward Kennedy, who is Co-Head of Private Clients with Hardcastle, and Portfolio Manager Rory Dowie. The Personal Portfolio team form part of Marlborough’s wider multi-asset solutions investment team.

Richard Goodall, CEO of the Marlborough Group, said: “This is an exciting time for the group, as we drive forward our ambitious plans for growth across all areas of our business – multi-asset portfolios, single-strategy funds, international portfolios and fund governance.

“Our Personal Portfolio service is very much part of those growth plans. The expectations of high-net-worth clients are evolving, and increasingly they’re choosing to work with values-driven businesses like ours.

“Ian, Stephen and Oliver are a great fit for us, as we expand the service to meet this growing demand. They’re consummate investment professionals and, equally importantly, they share our absolute commitment to redefining bespoke portfolio management.

“Our Personal Portfolio team provide something genuinely different, with a service that’s rooted in our client-first values. We combine rigorous data-led investment processes and robust governance standards with genuinely personal service, all underpinned by the latest client-focused technology.

“An increasing number of advisers are recognising the value of our Personal Portfolio service for their clients. In addition, advisers really appreciate our partnership approach, and the fact that we’re absolutely clear that the client relationship always belongs to the IFA.

“We firmly believe that what we’ve built in our Personal Portfolio service represents the future of bespoke portfolio management.”

Ian Hardcastle said: “In Marlborough, all three of us recognised an independently owned business with exciting growth plans, where the team share our passion, our values and our client-focused philosophy.

“We’re very much looking forward to working in partnership with advisers to bring this combination of disciplined data-led portfolio management and genuinely personal service to more and more of their clients.”

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This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.