People Moves
Who's Moving Where In Wealth Management? – HSBC Asset Management, Mishcon De Reya, Saltus
The latest moves and appointments in UK wealth management, the rest of Europe, the Middle East and select international locations.
HSBC Asset Management
HSBC
Asset Management has appointed John Dewey
(pictured) as head of alternative solutions, HSBC
alternatives.
Dewey will be based in London initially and will report to Joanna
Munro, chief executive officer, HSBC alternatives.
In the newly-created role, he will be responsible for
leading business development for HSBC alternatives, working with
the alternatives business heads and the asset management sales
teams.
Given the expansion of HSBC AM’s activities in Asia, Dewey will
relocate to Singapore later this year to take on the additional
role of regional head of alternatives, subject to regulatory
approval, the firm said.
“We have seen significant growth in our alternatives capabilities
in recent years and are building out our Asia and sustainability
strategies. John’s extensive experience with alternative
solutions will be crucial in helping us bring these to our
clients,” Munro said.
The firm established a new direct real estate team in Singapore
led by Victoria Sharpe, managing principal and head of real
estate, Asia-Pacific, who joined in September 2021. The team
is responsible for the strategic growth of the firm’s real
estate platform across Asia-Pacific.
Mishcon de Reya
Law firm Mishcon de Reya
has appointed David Whittaker as a new partner who
is joining the firm's tax and wealth planning group in
London.
Whittaker is recognised for his expertise in managing both contentious and non-contentious multi-jurisdictional matters for ultra-high net worth individuals, families, international financial institutions, trustees and private
He has been listed as a "Rising Star" in the Legal 500.
Whittaker’s experience includes advising on cross-border personal
and trust taxation, international asset structuring,
pre-immigration and succession planning, as well as family
disputes, trust litigation and UK and foreign tax
investigations.
Previously, Whittaker was with Baker McKenzie's wealth management
team.
Saltus
Saltus, the
London-based family boutique, has appointed Alex Spreckley as
managing director of financial planning as the firm increases its
advisory proposition.
With more than 20 years’ experience in wealth management and
financial planning, Spreckley will enhance client experience and
take Saltus to chartered status. He will also play an integral
part in Saltus’ growth strategy, supporting the business
throughout its next stage of growth with a particular focus on
post-M&A integration, the firm said.
A chartered wealth manager, chartered and certified financial
planner with qualifications in pension, long-term care and equity
release planning, Spreckley started his career as a paraplanner
at Mitchell & Company. He has also worked as an independent
financial planner at Origen Financial Services, and spent five
years as a senior wealth manager at Alexander Forbes before
moving on to wealth planning at Killik & Co.
In 2012, he joined Handelsbanken Wealth & Asset Management,
moving into regional leadership in 2017 and to executive
level leadership two years later; his most recent role was head
of wealth management.
“Not only does Alex share our passion for high-quality client
services, but he also has a wealth of experience in implementing
the policies and strategies required to deliver growth. He will
play an integral part in our ambitious plans, including our
M&A strategy to buy great like-minded firms and our campaign
to become chartered,” Jon Macintosh, managing partner of Saltus,
said.
“Saltus are committed to improving the lives of their clients by
means of their finances, utilising technology in harmony with a
people-led approach. It’s a can-do culture and I can’t wait to
get started,” Alex Spreckley, managing director of financial
planning at Saltus, said.