People Moves
Who's Moving Where In Wealth Management? – ARC Research, Verso, ALFI, Others
The latest moves, appointments and other personnel changes in the North American wealth management sector.
ARC Research
ARC Research
has appointed former Credit Suisse and Odey Wealth Management
figure Shaun Le Messurier (pictured) as client
director.
Le Messurier, whose career spans more than 30 years, brings a
knowledge of portfolio construction, asset allocation and risk
assessment to ARC.
Starting at Credit Suisse in Guernsey in 1988, Le
Messurier left the Swiss bank in 2008 to launch
Guernsey-based Odey Wealth Management, where he was initially
responsible for constructing and monitoring a range of
risk-rated model portfolios before becoming its risk officer in
2016.
"Shaun's extensive background in managing diverse portfolios,
coupled with his deep understanding of risk management, makes him
an ideal fit for ARC Research,” Daniel Hurdley, ARC Research
managing director, said.
Verso
Verso
Investment Management, the discretionary fund management arm
of the Verso Wealth Group, has appointed Will Vaughan as client
director.
Prior to this, Vaughan worked at Brown Shipley as client advisor,
where he created financial plans and investment
solutions within tax-efficient wrappers. He will
be reuniting with James Robertson, his portfolio
management partner at Brown Shipley, who joined Verso earlier
this year. They will run Verso’s new investment service –
Verso Private Client – launched in July to serve high
net worth clients.
ALFI
The
Association of the Luxembourg Fund Industry has appointed
Corinne Lamesch as deputy CEO and general counsel.
With more than 25 years’ experience in the Luxembourg fund
industry, Lamesch has worked with firms including Fidelity
International and Clifford Chance. At Fidelity International,
where she worked for 16 years, Lamesch was conducting
officer of Fidelity International’s Luxembourg-based management
company from 2015 and was made Luxembourg country head of the
firm in 2017.
Lamesch has been involved with ALFI, contributing to technical
committees and working groups. She has been an ALFI board member
since 2017 and was chairperson of the ALFI board from June 2019
to June 2023. Lamesch was also involved in the conception and
launch of the Luxembourg Women in Finance Charter in March 2023,
which aims to make the country’s financial centre more
diverse.
Lamesch holds two master’s degrees in Law: one from the
University of Strasbourg and one from the New York University
School of Law. She was admitted as a lawyer to both the
Luxembourg Bar and to the New York Bar.
(This publication
interviewed ALFI about developments in the jurisdiction’s
fund management centre here.)
m.advisory
m.advisory has
appointed Ian Gobin to join its legal practice in the Cayman
Islands.
Gobin, who is a strategic and legal advisor in the investment
funds and digital assets markets, has been a lawyer for over 25
years, having worked in London, the Channel Islands and the
Cayman Islands.
Gobin advises on the Cayman Islands and UK legal and regulatory
aspects of the establishment and regulation of investment
managers and investment funds (hedge, private equity and crypto
and digital asset funds) as well as crypto/digital asset and
blockchain offerings, cross-border finance and general corporate
and commercial work.
He started his legal career at Clifford Chance in
London – he spent eight years there – before moving to
Walkers in the Cayman Islands in 2001, where he became a partner
in 2008. He joined Appleby in the Cayman Islands in 2013 as a
partner and global head of investment funds. Gobin moved to
Harneys, Cayman Islands, in 2017 and became an equity partner and
joint global head of investment funds. He subsequently launched
Intertrust Law, Cayman Islands, as an equity/founding partner and
global managing partner in early 2020 before relocating to the UK
and joining Cummings Pepperdine, as a co-owner and partner in
March 2022.
Gobin continues to be a partner of Cummings Pepperdine, a
boutique English law firm serving investment fund managers and
promoters of digital assets in London.