Integrated financial services group, Mutual Trust has announced two appointments expanding its’ wealth and taxation teams.
The company announced this week that Jono Gourlay had been appointed to lead the company’s team of investment advisors while Paul Hockridge would lead the company’s team of specialist taxation consultants
The announcement noted that Gourlay had over 20 years’ experience in advising families, private individuals and foundations on strategic asset allocation, portfolio construction, risk management and investment policy, while Hockridge had over 30 years’ experience in advising families, accountants and legal firms on tax, asset protection and succession planning.
Commenting on the appointments, Mutual Trust chief executive, Tim Hammon said the appointments would deepen the firm’s expertise and broaden its offering.
