People Moves

Who's Moving Where In Wealth Management? – Oak Group, Rathbones

Editorial Staff 17 February 2025

Who's Moving Where In Wealth Management? – Oak Group, Rathbones

The latest moves, appointments and personnel changes for wealth management in the UK, the rest of Europe, the Middle East and select international jurisdictions.

Oak Group
Oak Group in Guernsey, which provides private client, fund and corporate services, has appointed Siobhan Bousfield as director.

Bousfield, who has almost two decades’ experience in the finance industry, has expertise in managing high net worth clients worldwide. She has held positions with both local and multi-jurisdictional trust and company service providers. Bousfield will work with Stuart Dowding, Oak’s Group head of private client.

Rathbones
Rathbones, a UK provider of investment management services for individuals, charities and professional advisors, has just appointed Gemma Gooch (pictured) as head of charities distribution, a new group-wide role. She will report to Jayne Rogers, Rathbones’ chief distribution officer, and will be based in London.

Gooch will be responsible for leading distribution within the charity sector for Rathbones, focusing on growth and developing new partnerships and relationships. She will work with Andy Pitt, head of charities and James Ayre, head of investments, charities, the firm said in a statement.

Prior to joining Rathbones, Gooch was managing director, co-head of social impact at BlackRock; she was also co-president of The BlackRock Foundation. Her responsibilities included developing and executing external grant-making programmes. She also spent several years as head of UK charities and endowments, where she managed charity and endowment client relationships, and led fundraising in the charitable sector on behalf of the business. Gooch also revitalised the investment range, for charities, with a focus on sustainability. Before BlackRock, she spent 10 years at NewSmith Asset Management where she was partner, business development. She worked for three years as a business development associate at Merrill Lynch Investment Managers in London and Sydney.

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