Hurst Point Group
James Wilson is a seasoned professional with extensive experience in risk management and governance. Currently serving as Partner and Advisor at Capitex and a Board Member at Fife Housing Group, Wilson has previously held significant roles including Chief Risk Officer at Novia Financial Plc and Premium Credit Ltd, and Chief Risk & Compliance Officer at Valu-Trac Investment Management Ltd. Wilson has contributed as Non-Executive Director at Wellesley Group Investors Limited and has held leadership positions in various other organizations. Academic credentials include an MBA and a Certificate in Fintech from Saïd Business School at the University of Oxford, alongside an Advanced Diploma for Non-Executive Directors from the Financial Times.
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Hurst Point Group
Hurst Point Group is a UK-based wealth management group, backed by Carlyle with current Assets under Advice or Management (AuA/M) of approximately £5.5 billion. The Group was created in late 2019 in connection with the proposed acquisition of Harwood Wealth Management plc that completed in March 2020. Its predecessor firm, Hurst Point Capital, was set up in early 2019 with support from Carlyle to identify opportunities to develop a broad-based UK wealth management group through an initial acquisition and subsequent activity. Since the initial acquisition, the Group has acquired the Argentis financial planning business, Cedar Financial Planning, Hawksmoor Group Limited (a boutique investment management business) and a number of other smaller businesses. The Group has recently announced the acquisition of three other firms: Gore Browne Investment Management, Metis Financial Planning and Metis Investment Management, and Robinsons Financial Planning. The effect of these acquisition is expected to increase the Group’s AuA/M to approximately £7 billion. Hurst Point Group is focussed around two elements of the wealth management industry: the provision of Financial Planning Advice and associated Investment Management solutions. We believe combining the best of these elements can create propositions of the future that will drive long term sustainable client satisfaction, customer engagement and shareholder value.