People Moves

Who's Moving Where In Wealth Management? – Evelyn Partners, Sarasin & Partners, Others

Editorial Staff 23 February 2024

Who's Moving Where In Wealth Management? – Evelyn Partners, Sarasin & Partners, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Evelyn Partners
Wealth management group Evelyn Partners has appointed Reinoud Noorduijn as a certified financial planner in its Guildford office.

Noorduijn (pictured) previously spent two years as an associate financial planner at Sheraton Financial Planning in Fareham, the firm said in a statement.

The financial planning team in Guildford has expanded rapidly in recent years, growing from five advisors in 2021 to 14 today. The firm said that Noorduijn’s appointment is part of the group’s plan to continue growing the number of clients it works with in Surrey.

His remit will be to assess clients’ circumstances and long-term goals before agreeing a suitable financial plan.

“We are seeing increasing demand for good quality financial advice and to keep up with our ever-growing client base in Surrey wanted to recruit an additional dynamic financial planner for our like-minded team,” Lee Matthews, managing partner in Evelyn Partners’ Guildford office, said.

Evelyn Partners, which has ÂŁ54.9 billion ($69.25 billion) of assets under management (as at 30 June 2023), offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. It has a network of offices across 28 towns and cities in the UK, as well as offices in the Republic of Ireland and the Channel Islands.

Sarasin & Partners
Investment manager Sarasin & Partners has appointed Tom Santa-Olalla as senior associate partner and Hector McLean as investment manager in the charities team.

The firm invests ÂŁ18.8 billion ($23.8 billion) on behalf of charities, private clients, intermediaries and institutions. 

Santa-Olalla is joining from Close Brothers Asset Management where he spent six years, most recently as a senior investment specialist. Prior to this, Santa-Olalla worked at HSBC Private Bank, serving high net worth and ultra-HNW clinets. 

McLean joins after having spent three years at Cantab Asset Management, providing investment management and financial planning services to Cantab's private client base.

Hargreaves Lansdown
UK-based Hargreaves Lansdown (HL) has appointed Richard Hebdon as chief digital and technology officer, with immediate effect.

Hebdon will lead HL’s digital function and will be responsible for its digital transformation strategy.

Hebdon has joined from RELX, a global information services provider, where he was chief technical officer for a division of LexisNexis. Prior to LexisNexis, he served in a number of senior technology leadership positions across RELX. Hebdon has over 30 years’ experience leading and evolving digital functions, including senior positions at LexisNexis Risk and Elsevier.

“Richard brings a long track record of leading successful digital transformation and technology delivery. With his considerable experience and innovative approach, I know he will make a significant contribution to the company, our clients and delivering on our mission to make it easy to save and invest with confidence,” CEO Dan Olly, said.

In a separate move, Hargreaves Lansdown has also appointed Lucy Thomas in the newly-created role of corporate affairs director. She will join the executive leadership team, reporting to chief executive, Dan Olly.

Thomas, who starts on 25 March, will lead on government affairs and public policy, corporate communications, and responsible business. She is currently director of corporate and regulatory affairs at global consultancy, TalkTalk. Prior to her present position, Thomas has served in senior roles at Edelman and the BBC where she was a producer on programmes such as Newsnight and the World at One.

 

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