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AHR Group names Rebecca Ellis as new head of advice

By Mark Battersby, 20 Aug 24

She has almost a decade of wealth management experience

AHR Group, a global provider cross-border financial, tax, and estate advisory services, has named Rebecca Ellis as its new head of advice.

Ellis (pictured) brings almost a decade of wealth management experience and strategic vision to AHR Group, most recently as technical development manager for deVere Group for over five years and prior to that a chartered financial planner at Guardian Wealth Management.

Tyla Phillips, group executive director, said: “We are thrilled to welcome Rebecca to our team. Her extensive expertise in financial planning and her leadership skills will be instrumental in advancing our advisory services. Rebecca’s appointment underscores our commitment to providing top-tier advice to our clients across the globe.”

Asad Sheikh, chief commercial officer, added: “Rebecca’s leadership will play a pivotal role in further enhancing our advisory capabilities and ensuring that our clients continue to receive the highest level of service. Her experience and insights will be invaluable as we continue to expand our global footprint.”

Ellis said: “I am delighted to join AHR Group at such an exciting time. The firm’s commitment to excellence in cross-border advisory services is well-known, and I look forward to contributing to its continued success by leading a world-class advisory team.”

AHR further said her role would be “crucial in driving the firm’s strategic initiatives and ensuring that AHR Group remains the preferred choice for individuals and businesses seeking expert financial advice across borders”.

 

Tags: AHR Group

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.