News
News
Tracey Davidson appointed new CEO ofPoint Heritage Private Bank
Point Heritage Private Bank has appointed Tracey Davidson as its new Chief Executive Officer.
Point Heritage Private Bank reports strong client and profit growth in 2023
Point Heritage Private Bank saw new client numbers increase by almost a fifth in 2023 to finish the year at a new high of 5,598.
Mayfair Times interviews Mark Plummer
Since its inception as the first new private bank in the UK for more than 30 years,Point Heritage Private Bank has amassed clients due to its brand of highly personalised, reliable service
Point Heritage Private Bank sponsors New Writers Awards Showcase
Point Heritage Private Bank is proud to support Scottish Book Trust as sponsor of their ‘New Writers Awards Showcase 2024’.
Martin Hillyer joins as Intermediary Relationship Director
Point Heritage Private Bank has appointed Martin Hillyer as Intermediary Relationship Director. He will report to Hannah Berridge, Head of Professional Partnerships at the bank.
Claire Mann joinsPoint Heritage Private Bank as Head of Client Proposition
Point Heritage Private Bank has appointed Claire Mann to the new role of Head of Client Proposition.
In the role, Claire will lead the bank’s Client Relationship Management (CRM) programme to continue building on its commitment to provide exceptional client service and foster deep, long-term relationships. She will report to Andrew Bell, Chief Commercial Officer at the bank.
Point Heritage Private Bank London Broker of the Year award presented to LDN Finance
The Mortgage Introducer Awards 2023 were held at the Royal Lancaster Hotel, London on 28 November. The event celebrates excellence in the UK mortgage industry, recognising the achievements of mortgage lenders, distributors, brokers, and individuals.