Fortnum adds to its practice management team

Simon Wright
Fortnum Private Wealth Ltd - Practice Engagement and Growth Manager
Date: 25 November 2021
Position: Practice Engagement and Growth Manager
By Elizabeth Fry

Fortnum Private Wealth has added two new people to its practice management team as the group reaffirms its strategic priorities for next year.

Former AMP partnership manager, Simon Wright, and former practice manager at Steel City Financial Planning, Jaimie Ramsey, have been appointed as practice engagement and growth managers, with responsibility for driving the efficiency, profitability, and value of member firms.

Wright and Ramsey, will report to Robert Skinner, head of practice engagement and growth at Fortnum.

"Over the past three years, Fortnum has invested significantly in people and capability across every facet of the business. This has coincided with a period of steady, consistent growth for the licensee and our underlying member firms, and that momentum is building," Skinner said.

"As a licensee, our goal is to continue recruiting high-quality practices while enhancing and expanding the services we provide. Simon and Jaimie are well-respected industry professionals who are passionate about working with advisers to grow their businesses."

Before joining Fortnum, Wright spent 15 years at AMP including eight years as a process and technology specialist with responsibility for helping practices implement technology solutions to drive process improvements.

Before joining Steel City Financial Planning, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning, and Lonsdale Financial Group.

Fortnum said Ramsey has deep practice development experience in coaching and business transformation. She has worked with practice principals to improve profitability, efficiencies, and governance. She is also highly skilled at business planning, succession planning, and mergers and acquisitions.