Protection

Berkeley Alexander launches specialist high net worth division

Berkeley Alexander has appointed Dave Probert as its new director of private clients to spearhead the launch of its new specialist high net worth division.

Rozi Jones
|
24th April 2018
insurance & protection umbrellas
"We are committed to supporting our intermediary partners in providing access to the very best products and services to meet the needs of their high net worth clients."

Berkeley Alexander has appointed Dave Probert as its new director of private clients to spearhead the launch of its new specialist high net worth division.

The HNW division will respond to increasing demand from Berkeley Alexander’s intermediary and affinity client base to assist them in maximising the opportunity of this growing market.

Dave has over 20 years of experience in building successful high net worth propositions, sales, marketing, business development, and relationship management. He joins from specialist HNW insurer Sterling where he was an associate director and head of high net worth affinity relationships.

Geoff Hall, managing director of Berkeley Alexander, said: “We are committed to supporting our intermediary partners in providing access to the very best products and services to meet the needs of their high net worth clients.

"This is a flourishing and highly competitive insurance market, and we are delighted to expand our expertise to ensure that we can deliver the technical knowledge and dedicated hands-on service required in HNW.

"Dave was hand-picked for this role; he has vast experience of the needs of brokers, IFAs and wealth managers delivering HNW insurance solutions for clients, as well as the evolving concerns of high net worth individuals as they strive to protect their assets and lifestyle. I am delighted to welcome him to the team.”

Dave added: “I am excited to launch Berkeley Alexander’s new high net worth division; they are a truly dedicated team, keen to ensure that their intermediaries are at the forefront of the private client market.

"I look forward to growing our HNW proposition and ensuring that our brokers and their clients have access to the latest products for both existing and emerging high net worth needs, as well as the level of personal service required to build and retain these important relationships for the long term.”

Related articles
More from Protection
.