Berkeley Alexander appoints ex-Sterling head of HNW Affinity to launch HNW division

Michael Lloyd

April 23, 2018

Ex Sterlign head of high net worth affinity Dave Probert has joined Berkeley Alexander as its director of private clients to spearhead the launch of its new specialist HNW division.

The division will respond to increasing demand from Berkeley Alexander’s intermediary and affinity client base to deliver the technical knowledge to maximise the opportunity of this growing market.

Probert brings with him over 20 years of experience in building successful high net worth propositions, sales, marketing, business development, and relationship management. He joins from leading specialist HNW insurer Sterling where he was an associate director and head of HNW affinity relationships.

Probert said: “I am excited to launch Berkeley Alexander’s new High Net Worth division; they are a truly dedicated team, keen to ensure that their intermediaries are at the forefront of the private client market.

“I look forward to growing our HNW proposition and ensuring that our brokers and their clients have access to the latest products for both existing and emerging high net worth needs, as well as the level of personal service required to build and retain these important relationships for the long-term.”

He will work in partnership with managing director Geoff Hall, Berkeley Alexander’s business development and sales teams, and its affinity partners.

Hall said: “We are committed to supporting our intermediary partners in providing access to the very best products and services to meet the needs of their high net worth clients.

“This is a flourishing and highly competitive insurance market, and we are delighted to expand our expertise to ensure that we can deliver the technical knowledge and dedicated hands-on service required in HNW.

“Dave was hand-picked for this role; he has vast experience of the needs of brokers, IFA’s and wealth managers delivering HNW insurance solutions for clients, as well as the evolving concerns of high net worth individuals as they strive to protect their assets and lifestyle.  I am delighted to welcome him to the team.”

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