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

VG
VG, a Jersey-based private wealth, funds and corporate services provider, has appointed Stacey Anne Sunley (pictured below) as associate director in its private wealth division. The appointment is part of VG’s next phase of growth after Mayfair Equity Partners’ invested in VG.


Stacey Anne Sunley

Sunley, who operates from Jersey, will work with Debbie Lumsden, private wealth director, and other directors at VG. The firm employs 110 people and has been in existence for more than 40 years. 

Wealthify
UK-based Wealthify, an investment and savings service, has appointed Jessie Kwok as its chief investment officer, succeeding Colleen McHugh.

McHugh will continue to contribute to Wealthify as part of its investment committee and as an investment consultant.

Kwok was previously a senior investment director for over three years at Investec. Her notable achievements also include roles as investment lead at Fidelity International, where she launched a digital advice and discretionary portfolio solution. She also held portfolio manager positions at London & Capital, Schroders and HSBC. Kwok is a CFA Institute Charterholder with certificates in sustainable finance and ESG investing.

Ocorian
Ocorian has appointed Simona Watkis (pictured below) as head of its private client arm in the Cayman Islands. Watkis, who brings a decade of wealth management experience to the role, was most recently president and CEO at PROVEN Wealth, and previously chief executive at NCB Capital Markets. 


Simona Watkis

Watkis has a background in designing and implementing bespoke, sustainable wealth management strategies that meet the diverse needs of high net worth individuals, family offices, and institutional clients, which makes her the ideal person to expand Ocorian’s presence in the region and contribute to its global growth in 2025.
 
Ocorian manages more than 17,000 structures on behalf of more than 8,000 clients including financial institutions, large-scale international organisations, and high net worth individuals. Ocorian’s locations include Bermuda, BVI, Cayman, Denmark, Guernsey, Finland, Hong Kong, Ireland, the Isle of Man, Jersey, Luxembourg, Mauritius, the Netherlands, Norway, Singapore, Sweden, the UAE, the UK, and the US. It  employs more than 1,500 professionals.