The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

Evelyn Partners
UK-based wealth management and professional services group Evelyn Partners has appointed Rachel Bleakley as an associate director in its Birmingham financial planning team.

Before joining Evelyn Partners, Bleakley (pictured) was a wealth planner at Succession Wealth. She has also worked for Fisher Investments and Chase de Vere Medical. Bleakley’s primary focus at Evelyn Partners will be to help female business owners, entrepreneurs and executives with their retirement planning and general wealth management.

“She brings with her a unique set of skills, which I have no doubt will add significant value to our clients and key strategic partners alike. Her passion and commitment towards supporting female entrepreneurs in particular will undoubtedly allow us to better serve this important segment of the market,” Niraj Vyas, managing partner at Evelyn Partners said.

C Hoare & Co
C Hoare & Co, the UK’s oldest privately-owned bank, has appointed Oliver Dean as a senior relationship manager.

Based in Yorkshire, Dean will work closely with Carl Brian, who joined the bank in 2021 to increase its presence in the North East, the firm said in a statement.

Yorkshire and the North East are home to a number of multi-generational family businesses, entrepreneurial company owners and major farms and estates.

Dean has 25 years of banking experience, most recently leading a team of private and corporate banking managers for Handelsbanken, where he was Sheffield branch manager. Prior to that, he worked at Yorkshire Bank and the Royal Bank of Scotland. His significant expertise is in providing bespoke banking services to wealthy customers in a wide variety of sectors.

“We recognise the importance of local expertise and look forward to working with Oliver as we deepen our relationships and presence in the region,” Venetia Hoare said.

Progeny Asset Management
Progeny Asset Managemen (PAM), the UK business, has appointed Mark Lane to the new role of head of active funds.

A highly experienced fund manager, Lane was previously investment director at abrdn, where he was co-PM of the MyFolio Sustainable range and the Dynamic Distribution fund.

Lane also chaired the SAA Committee for the multi manager and solutions team where he was responsible for overseeing strategic asset allocation (SAA).

The new role of head of active funds was created as part of PAM’s recent restructure, with the aim of building specialist teams for each of its investment strategies, underpinning its continued evolution as a scalable fund manager. It currently has funds under management of approaching £4 billion ($5.25 billion).

“We’re delighted to welcome Mark to the team and his considered and robust approach fits perfectly with the consistent performance and smoother investment journey that we look to create for clients across our fund ranges,” Ian Hooper, chief investment officer at Progeny, said. “Mark’s appointment is an important step towards evolving our operating model and skill sets, including an increasing focus on global market exposure for our expanding international client base.”

Progeny describes itself as the first and only B Corp Certified firm in the UK to bring together chartered financial planning, asset management, tax, HR and private and corporate legal services.