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

Kleinwort Hambros has named new hires to strengthen its client relationship management team in Gibraltar. 

Joe Bautista and David Isted will join as private bankers from J Safra Sarasin, reporting to senior banker and new business director Tony Millan.

Bautista has over 30 years of experience, with a client book of more than £1 billion ($1.27 billion) of assets, ranging from private clients to institutional insurance companies as well as family offices. Isted has over 20 years of experience, also with a broad range of clients.

Carlos Ibanez from J Safra Sarasin, who has been appointed head of fixed income, has expertise in the bond markets and insurance companies segment. He will report to Susie Jackson, head of offshore investment management who leads the teams of Jersey, Guernsey and Gibraltar.

In addition, Laura Grover joined the Gibraltar team in late 2021 as an associate private banker, after working remotely for Arbuthnot Latham Private Bank during the pandemic, and ABN AMRO Asset Management and State Street Bank before that.

“These appointments follow a range of hires to build the CRM team. They only reaffirm our strong commitment in Gibraltar and the local community as we look to further strengthen and grow our business in order to achieve our ambition to be a leading responsible bank for client service and expertise,” Gibraltar chief executive officer at Kleinwort Hambros Emma Perez said. 

Kleinwort Hambros is the private banking and wealth management brand of Society Generale in the UK, with assets under management of £13.77 billion. 

Bite Investments
Bite Investments, an alternative investments and technology company, has made four hires.

The appointees are Justin Mason; Matthew Purcell, Alex Seymour and Tom Hamilton.

Mason will become the global head of asset and wealth management sales. He joined from Blackstone’s subsidiary, La Trobe Financial (recently sold to Brookfield Asset Management in March 2022), where he sat on top of client partnerships across the wealth management industry. Mason who began his career at Lehman Brothers in 1998, has worked in the financial industry for more than two decades, working in North America, Europe and Asia.

Purcell, who has been named finance director, spent the initial part of his career working in financial and business management roles in structured finance at Barclays Capital before moving into senior finance roles in technology and fintech firms. He qualified as a chartered accountant.

With over two decades’ experience in financial services, Seymour has joined as chief legal officer. Prior to this role, he worked at JP Morgan as head of transaction management for Europe, Middle East and Africa, and Asia-Pacific. Previously, he worked in senior roles at Cheyne Capital and Deutsche Pfandbriefbank. 

Hamilton, who is taking up the role of chief information officer, has had a 30-year career working at major institutions such as JPMorgan, Deutsche Bank, ABN AMRO, BP, BJSS, GPG and Ernst & Young.