Two employees of a Yorkshire wealth and investment management firm have acquired shares in the company.
With exceptional customer service and personalised independent advice at its core, Leodis Wealth is a Leeds-based asset management firm which is experiencing rapid year-on-year growth.
Associate director Philip Organ and investment director Dominic Key from Leodis Wealth have been invited to acquire equity in the business and will both join the firm’s senior management team.
Founded in 1988, the firm has doubled turnover since 2013, with plans to double again within the next three years.
In 2017, the Leodis Wealth directors introduced a staff bonus scheme which pays a percentage of annual salary if certain measures are achieved. Beginning as a trial, this has been maintained for 2018 and beyond.
To promote a sense of collaboration and loyalty as well as incentivising the right working practices, the investment firm is planning to introduce a share incentive scheme which will be available to all staff in 2019.
With 35 years working in investment management, Philip joined the firm in 2017 as associate director with extensive experience in private client management.
Moving from London to join Leodis Wealth in 2002, Dominic heads up the investment research team responsible for managing private client and trust portfolios.
Commenting on the investment, Philip said:
“This is an exciting time for Leodis Wealth as we continue to grow and achieve great results for our clients.
“I’m delighted to have been presented the opportunity to invest in a company which I am so passionate about, I’m looking forward to continuing my journey with Leodis Wealth.”
Dominic added:
“After working for the firm for over 15 years, I’m proud to have acquired shares in a business that offers exceptional customer service that is bespoke for each client.
“Working with clients across the UK, Leodis Wealth has a prosperous future in site and I’m excited for what the next few years will bring for both us and our clients.”
Specialising in portfolio management and financial planning for individuals, as well as their trusts and pension funds, the firm boasts an impressive 360 active clients. The company’s client base grows year-on-year.
Leodis Wealth looks to expand its team and portfolio of clients as the business continues on its journey of growth.
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Issued on behalf of Leodis Wealth by MacComms. For enquiries please contact sophie@maccomms.net or 0113 869 5242.
Notes to the editor
About Leodis Wealth
With exceptional customer service and personalised independent advice at its core, Leodis Wealth is a Yorkshire-based asset management firm experiencing rapid year-on-year growth.
Founded in 1988, the Leeds-based firms’ turnover has doubled since 2013 to £1.25 million in 2018, with plans to double again within the next three years.
Although the name is derived from Anglo Saxon Leeds, Leodis Wealth works with clients all over the UK. Specialising in portfolio management and financial planning for individuals, as well as their trusts and pension funds, the firm boasts an impressive 360 active clients and prides itself on its value that everyone is a name, not a number.
The team of 10 professionals collectively have more than 100 years’ experience in wealth management, enabling them to provide high class, intellectual and honest advice that clients know they can trust.
Leodis Wealth provides comprehensive, professional advice to clients for generations in the pensions, entrepreneurs and inherited wealth sectors. The firm has built a trusting rapport with clients, often working with multiple people from the same family achieving positive results in preserving and enhancing wealth.
In addition to portfolio management, Leodis Wealth offer a wide range of services as part of a complete wealth management proposition, utilising the services of trusted third parties where appropriate.
Growth plans for the firm include exploring new markets to support the thriving entrepreneurial market in its home town of Leeds.
