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Who's Moving Where In Wealth Management? - Crestbridge, Canaccord Genuity, Others
The latest senior moves in wealth and asset management from across Europe and the UK.
Crestbridge
Alternatives administrator Crestbridge has appointed
James Watts as director and head of client operations in its
institutional business. Based in London, Watts will be
responsible for developing procedures that support client
relationship management and growth.
Prior to joining Crestbridge, he was COO of Augentius, a global provider of alternative investment solutions to private equity and real estate funds. He played a significant part in SGG's acquistion of Augentius in 2018.
Focused on private equity and real estate fund administration for the past 15 years, Watts has business-wide understanding of legal, project management, HR, sales, and IT.
“His significant experience will be invaluable in maintaining our client centric approach,” Michael Johnson, group head of institutional services, said.
Crestbridge has offices in Bahrain, Cayman, Ireland, Jersey, London, Luxembourg, New Jersey and New York serving corporations, sovereign wealth funds, investor groups, asset managers and ultra-high net worth families.
Canaccord Genuity Wealth Management
Based in London, Canaccord
Genuity Wealth Management has appointed Daragh O’Sullivan to
join its international sales team as business development
director.
Previously at GAM Investments, he will work to broaden CGWM’s intermediary product range across Europe, the Middle East and Asia and provide support for IFAs.
CGWM offers multi-managed multi-asset funds and portfolios for intermediaries who have chosen to outsource client portfolio management to a specialist investment team.
AHR Private Clients
Newly-launched Surrey-based AHR Private
Clients has hired Adrian Rees as operations director. Rees
previously worked in senior positions at Mercer, Hargreaves
Lansdown and Lloyds Banking Group in a career spanning 30 years
in private banking and wealth management.
The firm said Rees will oversee delivering “an independent, unbiased financial proposition" to high net worth clients.
The investment boutique opened in May under ex Lloyds private banking head Steve Ayers as managing director.
Vermeer
Vermeer
Partners has appointed Arabella Henman as business
development director, having joined from Capital Generation
Partners where she was client director.
Henman has spent more than 20 years working with private clients
and their advisors. Previously, she worked at Close Brothers
Asset Management, Dominion Corporate Services, PQR Financial
Planning and Coutts. In her new role, she will be responsible for
the firm’s relationships with professional intermediaries.