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

EdenTree Investment Management
EdenTree Investment Management, a specialist in responsible and sustainable asset management, has appointed Will Oulton as the chair of its Responsible Investment Advisory Panel.

The EdenTree Responsible Investment Advisory Panel consists of senior financial and business figures appointed for their knowledge and expertise to independently monitor the firm’s responsible and sustainable investment approach. Members advise on EdenTree’s responsible investment process, approach and ethical dilemmas.

Oulton, who brings a wealth of experience, also serves as the chair of the European Sustainable Investment Forum (Eurosif), a non-executive director and board champion for ocean recovery at the UK-based Marine Conservation Society, and is chair of King Charles III’s Accounting for Sustainability (A4S) Expert Panel.

Prior to his positions, he was global head of responsible investment at First Sentier Investors, a global asset manager, where he led the development and implementation of an award-winning global, integrated, value-adding responsible investment (RI) strategy.

“The Responsible Investment Advisory Panel...ensures we have a forum to debate, test and evolve ideas that underpin our investment approach and that we remain fully accountable in our actions. Will’s experience and expertise speaks for itself and will be invaluable as we navigate a continued period of change for the industry and our clients,” Carlota Esguevillas, head of responsible investment, EdenTree, said.

Quilter
Quilter has added three new investment directors to its team in order to provide extra support to financial advisors with its investment solutions. Ryan Medlock and Filipo Madonia both join from Royal London, while Nick Davison has joined from Liontrust.

Most recently, Medlock was a senior investment development manager at Royal London, where he worked closely with advisors to provide technical support, as well as providing external insight into the development of the investment proposition there.

Madonia, worked for Royal London’s asset management arm as a business development manager with responsibility for building the brand amongst financial advisors and discretionary fund managers in Scotland. He has also carried out similar roles for M&G, Prudential and Friends Provident.

Davison was a regional sales manager for Liontrust, working across the North of England and Northern Ireland promoting Liontrust’s multi-asset and sustainable fund ranges. A former financial advisor, Davison has more than 25 years’ experience in the industry having previously worked for HSBC, RBS, Architas and Axa.

All three, who will report to lead investment director, Andy Miller, will be responsible for promoting Quilter’s investment solutions, such as the WealthSelect Managed Portfolio Service and the Cirilium portfolio range, to advisors and external audiences, helping them with any queries they may have about the investments and the key drivers of performance.

“We are delighted to be bringing on three talented, highly experienced and well-respected individuals who have deep ties in the financial planning community across the UK. Ryan, Fillipo and Nick all have the skillset to communicate clearly with advisors, support them with regards to their investment advice process, and provide quality market insights so we are constantly improving our offering for advisors,” Andy Miller, lead investment director at Quilter, said.

Evelyn Partners
UK wealth manager Evelyn Partners has appointed Matt Dickens as its new financial planning director. Dickens (pictured) will be a key member of the financial planning team, working predominantly from Evelyn Partners’ Bournemouth and Southampton offices.

Dickens main area of responsibility will be helping private individuals to achieve their personal financial goals, in particular mitigating inheritance tax, capital gains tax deferral, using income tax reliefs and passing on family money.

As part of Evelyn Partners’ ‘dual expert’ approach, where clients have the option of being supported by a financial planner and investment manager, Dickens will work closely with the firm’s investment managers to provide a holistic wealth management service.

Dickens spent more than a decade at The Ingenious Group, most recently as senior business development director. He has extensive experience in financial planning and investment management, with key strengths in Enterprise Investment Scheme, Venture Capital Trust and Business Property Relief solutions. Prior to Ingenious, Dickens also held portfolio management positions at Close Wealth Management and Fisher Wealth Management.

“During this ongoing period of economic and market uncertainty, the need for high-quality financial advice has never been more important. Against this backdrop, it is very reassuring to attract financial planners of Matt’s calibre to Evelyn Partners,” Mark Wilkins, managing partner for Evelyn Partners in Bournemouth, said. “Matt has a wealth of experience and will be well-placed to work alongside our financial planners, investment managers and tax teams in enabling clients throughout the South to organise their financial affairs and benefit from an investment and tax strategy tailored to their objectives.”

Evelyn Partners has ÂŁ54.9 billion ($66.5 billion) of assets under management, with a range of offices in the UK, Ireland and the Channel Islands.