The latest senior executive moves in wealth management for the Europe, Middle East and Africa regions.

London-based law firm, Payne Hicks Beach, has made four promotions – two partners and two associates – in the firm’s dispute resolution, family and risk and compliance departments. 

Scott Goldstein and Jonathan Sewell have been made partners in the dispute resolution and risk and compliance departments respectively. Nick Grant and Katie Parkes have been promoted to associate level.

Goldstein, a property litigation specialist, has more than 17 years’ experience in the high net worth residential and commercial property arena, with a particular interest in landlord and tenant work. His practice spans a breadth of matters from service charge and boundary disputes to leasehold enfranchisement claims. Goldstein has built a diverse client base with a particular following of developer and high net worth clients.

Sewell has also been welcomed to the partnership, having been appointed as director of risk and compliance in May 2017. 

The dispute resolution department will be reinforced with the promotion of Nick Grant as an associate in the privacy and media team. Having joined Payne Hicks Beach in 2017, Grant has developed his specialisms in defamation and media law, where his expertise is particularly sought after on matters relating to the publication of defamatory allegations across all forms of media.

Additionally, Katie Parkes has been made an associate in the firm’s family department. Her expertise spans all areas of private family law, including financial remedies, pre and post-nuptial agreements, in addition to child arrangements. She often advises on cases with complex financial and international aspects. 

Tritax
Tritax, a property investment fund management house, has appointed Alasdair Evans as chief financial officer of Tritax Group, which acts as the fund manager to the listed Tritax Big Box REIT and Tritax EuroBox plc. 

Evans has more than 35 years of experience in finance, 20 years of which have been in senior finance roles in real estate. Most recently, Evans advised Altitude Real Estate and Get Living London (2017-2018). Previous roles include: chief financial officer of United House Developments (2014-2016); finance director of IPD (2010-2013); acting joint CEO (2007-2010) following corporate finance director and COO (2003-2007) of Hermes Real Estate. He started his career at Coopers & Lybrand (now PwC) in London where he qualified and was a senior manager when he left in 1997.

Tilney
Tilney, the UK wealth management house, has appointed Jacqueline Morton as a financial planner to join its Edinburgh-based team.

Morton previously worked at Investec Wealth & Investment. She had worked there from 2011, most recently as business development director. Prior to this, Morton was a business consultant in the Edinburgh area for Old Mutual.

Lockhart Capital Management
William Thomson has been named director of financial planning at Lockhart Capital Management to help provide more tailored advice to high net worth clients. He will be based in the group’s Cobham office in Surrey and cover all aspects of financial planning and wealth management, with a focus on estate planning and intergenerational wealth, the firm said. Prior to joining Lockhart, Thomson was a partner at Tilney, managing a team in its London office.

Pershing
BNY Mellon’s Pershing, which works with wealth managers and other parts of the financial services sector, has appointed two new business development directors, Helen Oxley and Andrew Duffin. The duo are based in London. 

Duffin, who was most recently head of sales and relationship management, UK and Ireland at Société Genérale Securities Services, brings 30 years’ experience in post-trade industry. Oxley joins from SEI Investments Company where she was director, head of solutions for the firms’ wealth platform - managing solution design across front and back office, digital and regulatory services. She brings over 22 years’ financial services and business development experience.

Pershing said its assets under custody have grown by 36 per cent over the past three years and its clearing volumes have risen by 18 per cent since 2017.

Brewin Dolphin
Wealth manager Brewin Dolphin’s Jersey office has appointed Gary Le Quesne as a divisional director in its investment management business.

Prior to this, Le Quesne was managing director at Aberdeen Private Wealth Management, where he was also an investment director responsible for the company’s portfolio management desk. He has also worked in investment management roles at Matheson Investments CI Limited (now Canaccord Genuity) and Mercury Asset Management, Brewin Dolphin said in a statement.  

Le Quesne has worked in the wealth management space for more than 20 years. He is a Chartered Fellow of the Securities & Investment Institute, having completed the MSI diploma, and has also passed the Investment Management Certificate (IMC).