People Moves

Who's Moving Where In Wealth Management? – Openwork, Brown Shipley, Others

Editorial Staff 11 September 2024

Who's Moving Where In Wealth Management? – Openwork, Brown Shipley, Others

The latest senior moves, personnel changes and appointments in the UK, other European, Middle Eastern and various international locations.

The Openwork Partnership
The Openwork Partnership, the UK financial services network, has appointed Sasha Dabliz as marketing and communications director.

Dabliz is joining from Waverton Investment Management, where she was head of marketing and responsible for its marketing and PR. With over 25 years of experience, Dabliz has also served in senior roles at Schroders, Rothschild & Co, and Canaccord Genuity.

The Openwork Partnership is one of the UK’s largest financial services networks with the group having more than 4,300 financial advisors operating across the UK. It operates as a directly authorised, multi-panel distribution network.

Brown Shipley
Brown Shipley Brown Shipley, a Quintet Private Bank, has appointed Matthew Noyce as client advisor in London.

With two decades of experience advising high net worth individuals, primarily in the South of England, Noyce (pictured) brings a wealth of knowledge and expertise, the firm said in a statement.

Noyce most recently served at UBS for six years, where he advised private clients on wealth management and next-generation planning, as well as investment strategies, including private markets. Before that, he served for a decade at Coutts, rising to the position of South Coast director and team leader, managing a team responsible for advising clients on both sides of their wealth balance sheet.

Noyce – a graduate of the University of Wales who has particular experience working with entrepreneurs on their journey from startup to exit – will be based in Brown Shipley’s London office, reporting to James Blashfield, team leader London domestic. He will work closely with colleagues across Brown Shipley and Quintet to share best practices and strengthen the business by building relationships with clients, introducers and prospects across the South.

“Matthew’s appointment reaffirms our commitment to the region and our strategic growth ambitions. His experience and insight will be invaluable for clients as he focuses on understanding and supporting their long-term priorities,” Blashfield said.

The bank also made another regional appointment recently.

Canaccord Genuity Wealth Management
UK independent wealth management firm Canaccord Genuity Wealth Management in the UK and Crown Dependencies has appointed Kathryn Sargent as a business development director within its IFA sales team.

Sargent will be instrumental in Canaccord’s expansion into the IFA market – strengthening relationships with financial advisor firms and their networks in Birmingham and the Midlands, the firm said in a statement.

Previously, Sargent served in a business development role at Titan Wealth. She brings additional BD experience from Blackfinch and as a vice president at Morgan Stanley Investment Management.

“Kathryn’s enthusiasm and deep sector knowledge will enhance our offering to financial advisors across the UK, helping us deliver even greater value and support for their clients' investment outcomes,” Lee McDowell, head of intermediaries business development, said.

“Our commitment to expanding our UK footprint continues. Alongside Kathryn, we have recently strengthened our presence in the Midlands with the addition of Paul Fielding and Roger Sedgwick as investment directors,” Duncan Stratford, managing director, added.

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