Dalriada appoints three new managing directors

Dalriada Trustees has appointed three new managing directors to help oversee the ongoing expansion of its services.

Shehzad Ahmad will lead Dalriada’s proposition and client portfolio for sole trustee appointments, and is appointed as MD, Sole Trusteeship. Ahmad will also be Dalriada’s business development and sales lead and will continue to be based in the London office.

Adrian Kennett will assume the role of managing director with responsibility for Dalriada’s pensions management outsourcing business, restructuring and scheme terminations and regulatory appointments.  Kennett will continue to be based in Dalriada’s Bristol office.

Meanwhile Charles Ward will become MD of Dalriada Together, its aggregator offering, and the non-executive trustee portfolio. He will continue to be based in the company’s Manchester office.

These new appointments will drive the continued development of Dalriada’s client offerings as it grows its business in these areas. This appointments come a day after LCP’s latest report showed continued strong demand from UK schemes for profession trustee services.  

Dalraida also accounted the one of its current managing directors Chris Roberts has resigned from his managing director role and will be leaving the business after his notice period. Roberts will not leave immediately but continue to work closely with his clients and the Dalriada team to team to ensure a smooth transition and handover during his notice period.

Tom Lukic, chair of the Dalriada Trustees limited board says: ‘We are very grateful to Chris for his long and committed service. As managing director he has driven significant growth in the business since he was appointed to the role in 2022.”

 

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