Citimark Partnership acquires leading family office advisory firm Chawker & Co

February 26, 2020 | posted in Experiences and Places

Citimark Partnership, the adviser to private clients, trustees and corporates, has acquired the leading family office advisory firm, Chawker & Co.

 Chawker & Co is a multiple award-winning* wealth and investment adviser to families, ultra-high net worths and trustees. Established in 2011, it advises clients across public markets, private markets, credit, real estate and alternative investments.

 Chawker & Co was founded by Edward Goodchild who has previously worked as an institutional fund manager, in institutional equity research sales and as a private banker. This range and depth of experience has been welcomed and appreciated by his clients.

 The service fills a gap in the wealth management market for those clients that are too big for a typical private client firm but too small to be taken on by major institutional advisory firms.

 This acquisition of Chawker & Co forms part of Citimark Partnership’s growth plans as it looks to expands its services. Chawker & Co will maintain its distinctive brand name.

 Edward Goodchild, Director at Chawker & Co, comments: “This partnership with Citimark was done with our clients in mind. It will improve our offering and increase the amount of time we have available to deal directly with client work.”

 “Partnering with Citimark provide us with a platform from which to expand our team and also means we can share their administration function. It is a great team at Citimark and I am excited to be joining them.”

 “Our clients can be rest assured that we will remain impartial. We pride ourselves on being able to provide a uniquely impartial view and thereby ensure our clients can continue to have confidence in their strategic plans and coherence about how they will be achieved.”

 Christian Yates, Chairman at Citimark Partnership, adds: “Ed has held senior roles at some of the biggest advisory firms in the market and brings excellent in-depth knowledge of key asset classes. His extensive experience makes him an ideal candidate to head our advisory offering and we are really looking forward to working with him.”

 *Chawker & Co has been recognized as a Top Consultant by Wealth-net, the leading UK private wealth industry publication, for each of the last five years.