Lan Broad, Investment Research Director at IAM Advisory, has been named a 2023 eprivateclient NextGen Leader for the Channel Islands.
She was recently promoted to the firm’s Senior Leadership Team and taken on additional responsibilities for discretionary fund manager research which this award recognises.
The eprivateclient NextGen Leader for the Channel Islands celebrates rising stars in private wealth in the Channel Islands. This list supersedes the eprivateclient Channel Islands Top 35 Under 35.
Simon Bowden, Managing Director of IAM Advisory said: “We are delighted that Lan has been recognised by eprivateclient for this accolade. She is a huge asset to the team, valued by our clients for her technical expertise and deep understanding of the fund managers we monitor and select.”