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.

Oakglen Wealth
Oakglen Wealth, an independently-owned wealth manager with offices in Jersey and London, has appointed Charlie Nicholls (pictured) as financial controller.


Charlie Nicholls

In this newly-created role Nicholls will support the boards and leadership teams in both London and Jersey with their growth plans, the firm said in a statement.

Nicholls qualified as a Chartered Accountant with PwC in Jersey, where he spent five years working with clients in the private equity, real estate and trust and fiduciary spaces. He went on to JTC Group, rising from financial controller for the Channel Islands to head of group accounting, providing support in the research and application of technical accounting treatments as well as overseeing forecasting and acquisition accounting. Nicholls is also a member of the Institute of Chartered Accountants in England and Wales.

“Charlie brings much valuable experience to our business and will play a crucial part supporting our leadership teams as we continue executing ambitious growth plans with uncompromising high standards,” Jamie Crawford, group head of wealth management at Oakglen Wealth, said.

Following substantial growth over the last 12 months, most recently, founding member Allan Stewart was appointed as Jersey managing director, while in May Phil Burbidge joined the business as head of compliance from Quilter Cheviot and Tara Le Feuvre joined as assistant investment Manager.

atomos
atomos, an advice-led wealth manager, has appointed Joshua Gennet as head of investments, and made other changes to its personnel.

Gennet, who has worked in derivative trading, portfolio management, risk analytics, sales, marketing and business management at Morgan Stanley, BNP Paribas, and MSCI over a 25-year career, brings extensive and diverse investment industry experience to atomos, the firm said in a statement.

Most recently, Gennet co-founded Ethical Capital Opportunity (“ECO”) Advisors, a boutique UK investment management firm. Prior to that, he was head of MSCI’s Portfolio Management Analytics business in EMEA and a regional manager for the firm’s analytics product line.

In addition, Rowan Stone, who in her five years at atomos has worked in the portfolio management and investment teams is to be promoted to investment director to support Gennet. As sustainable portfolio manager, Stone has played a key role in shaping the firm’s responsible investment strategy and contributing to the development and oversight of atomos’s broader investment strategy. The firm said that her promotion highlights atomos’s commitment to developing talent and maintaining a strong focus on innovation and responsibility in investment management.

Meanwhile, Haig Bathgate, current head of investments, will be phasing out his involvement with the business following the successful conclusion of the latest phase of the five-year strategic growth plan.

Bathgate, who has for the past three years led atomos’s investment function and who was instrumental in implementing the award-winning investment process with WTW, will conclude his current programme of work with atomos by the end of the year. He will continue his association with the firm as chair of the atomos investment oversight committee.