People Moves

Who's Moving Where In Wealth Management? - Saranac Partners, Collas Crill, Others

Editorial Staff 29 March 2019

Who's Moving Where In Wealth Management? - Saranac Partners, Collas Crill, Others

The latest moves in wealth management across Europe and the Middle East.

Saranac Partners
Saranac Partners, the independent private office serving HNW families and individuals, has added three hires to its client advisory team. All three move from London-based investment manager ACPI. Katherine Rees-Oliviere, Salah Alrawi and Yannick Koffigan follow Bénédicte Perrier-Dordain, who joined Saranac’s advisory team from ACPI in January. In the same month, the group hired former Morgan Stanley and Lazards investment banker Riccardo Pavoncelli as a non-executive director.

Rees-Oliviere began her career at Goldman Sachs prior to 12 years at Morgan Stanley covering UK and European private clients. Alrawi worked at Merrill Lynch in Amsterdam and Citibank in Luxembourg after 14 years at Morgan Stanley in London. Koffigan also spent time at Morgan Stanley, focusing on British and European private clients. All three share a background of working at Credit Suisse UK Private Bank.

Saranac’s managing partner Tanvi Davda said that their approach to “building prosperous, long-term client relationships" was an ideal fit, and track records at some of the "top firms in the industry speak for themselves.”

Collas Crill
Former deputy chief executive of Guernsey Finance, Kate Clouston, has joined Collas Crill as global relationship manager.

Clouston is experienced in working with China – a fact Collas Crill stressed as it talked about its desire to increase its presence in Asia. The firm said that Clouston “will also be working with the business development team to continue to develop the firm's profile in North America, Europe and other territories”.

Before moving to Guernsey, Clouston was based in Hong Kong where she completed an MBA at Ivey Business School as well as Mandarin studies at the University of Hong Kong. She was previously a political analyst with the London-based Royal United Services Institute.

Raymond James
A new branch principal, David Orr, is joining Anglo-American wealth manager Raymond James to co-locate in London at its Royal Exchange branch in London.

Orr, who joins from Charles Stanley, will offer investment management services. The move means that he will join three other independent Raymond James branches in the Royal Exchange complex. Orr started his career at Gerrard Vivian Gray in 1994 before transferring to Brewin Dolphin in 2001 and then Charles Stanley in 2013.

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