People Moves

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

Editorial Staff 12 May 2023

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

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

Wealth Dynamix
Wealth Dynamix, the client lifecycle management solutions provider, has appointed Steve D’Souza (pictured) as sales manager to lead and expand the business in the UK, USA, Middle East, South Africa and Scandinavia.

“Steve’s extensive experience in senior positions in the wealth management and private banking software industry – most recently with Iress, where he played a key role leading business development in the UK market – makes him uniquely positioned to support our growth ambitions in key regions and markets, in particular, building on partnership opportunities and our relationships with small-to-medium wealth management and discretionary fund managers in the UK,” Gary Linieres, CEO of Wealth Dynamix, said.

D’Souza said: “It’s great to be re-joining the team at Wealth Dynamix at this exciting time, with the wealth industry facing a real inflection point through rapidly changing client expectations ... I look forward to seeing how we bring these new products and capabilities to a new market.”

Wealth Dynamix is part of the Indosuez Wealth Management group of companies which acquired a majority stake in Wealth Dynamix in January 2023.

Evelyn Partners
UK wealth manager Evelyn Partners has appointed Ciara Oliver as a financial planner in its London team as part of the firm’s expansion.

Starting her career at UBS Wealth Management and then at Killik & Co, Oliver has nearly a decade of experience working with high net worth and ultra-high net worth clients, the firm said in a statement.  Oliver specialises in working with individuals and families to understand their current financial position, lifetime goals, and develop tailored long-term strategic financial plans alongside investment mandates to help achieve these. Her expertise includes lifetime cashflow planning, tax-efficient investing, financial protection, pensions, retirement planning and succession planning.

Oliver said: “What attracted me to Evelyn Partners was that the focus on the needs of clients is at the core of the business. With the firm offering a wide array of specialisms to give all types of clients the best service possible, I am very much looking forward to becoming part of the business.”

Progeny
As part of its recent restructure, UK-based Progeny, which brings together independent financial planning, asset management, tax, HR and legal services, has appointed Freya Robertson as chief of staff, reporting to CEO Neil Moles.

Previously, she spent four years as executive assistant to the CEO, the firm said in a statement. She is experienced at supporting Progeny's CEO and has been involved with the management of numerous projects, including recent acquisitions and the company's capital investment from Further Global Capital Management.In the new role, Robertson will expand her responsibility for managing relationships at a senior level, overseeing governance and management information, ensuring effective communication between management tiers and supporting the CEO, the firm added.

The Openwork Partnership
The Openwork Partnership, a UK-based financial services network, has appointed Warren Vickers as commercial development director, reporting into MD Stuart Dodson.

Vickers was previously MD at Tenet Compliance Services for the last two years. Prior to this, he worked in a number of senior financial services roles in the UK and Asia- Pacific, including TCC where he was the commercial director with Exco responsibility.

Vickers will be responsible for commercial services, where he will oversee a growing team supporting members of the Openwork Partnership. A core part of his remit will include, working with the recently-launched Partnership Development Managers as well as the Partnership’s Contract Services team.

The Openwork Partnership, which has more than 4,300 financial advisors across the UK, operates as a directly-authorised, multi-panel distribution network, with its employees holding a minority stake.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes