Top industry role secured by Bath wealth management professional

September 25, 2013

Dr Markas Gilmartin, a partner at Bath-based Epoch Wealth Management, has been appointed chairman of the influential finance industry think tank, the Leading Edge Adviser Forum (LEAF).

A non-profit consultancy group, LEAF was set up to give independent financial advisers (IFAs) the chance to share expert industry knowledge.

Members of the newly re-launched forum include senior advisers from leading finance firms such as Barclays Wealth, First Financial, Generali Group and Beckford James.

They meet regularly to discuss a wide range of industry issues – topics discussed at the August meeting in London, which was chaired by Dr Gilmartin, pictured, ranged from the future of wealth management to how to invest a £10m lottery win.

The next LEAF meeting will be held in Bath in December when the group will discuss financial planning as a profession.

Dr Gilmartin, who has worked at Epoch for more than three years and was previously an associate director at Chase de Vere, said: "I am delighted to have been invited to chair this important industry forum which aims to trigger critical debate among IFAs and provide an opportunity to share information and wisdom."

Epoch Wealth Management, which has offices in Bath and London, is a fast-growing provider of specialist investment and tax planning services.




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