People Moves

Who’s Moving Where In Wealth Management? – Quilter, Suntera, Others

Editorial Staff 1 February 2024

Who’s Moving Where In Wealth Management? – Quilter, Suntera, Others

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

Quilter Financial Planning
UK-based Quilter Financial Planning has welcomed Juniper Financial Planning as a new strategic partner to its network.

Juniper Financial Planning comprises a trio of experienced financial planners based in the heart of Ayrshire, Scotland.

Ross Hunter, Scott Moore, and Euan Brown set up the firm in Prestwick after a collective 50 years working in firms such as Standard Life, abrdn, Barclays, BDO, and Grant Thornton. Additionally, Hunter, the managing director of the firm, prior to his career as a financial planner, served as an infantry officer in the British Army.

(Main picture, Left-right: Scott Moore, Euan Brown and Ross Hunter)

Juniper’s mission is to deliver financial planning with a personalised touch that helps clients prepare for the future, whilst counselling the during times of financial or emotional stress.

The trio of financial planners all previously worked for The Munro Partnership, an IFA business based in Ayr, which became part of abrdn Financial Planning.

“Ross, Scott and Euan are all experienced financial planners, and we are delighted that they have chosen to partner with Quilter Financial Planning to realise their ambitions,” Stephen Fryett, managing director of Quilter Financial Planning said.

Quilter, which oversees £106.7 billion in customer investments (as at 31 December 2023), has an advisor and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

Suntera Global
Suntera Global, the offshore firm, has appointed Kathryn Wilkinson (pictured below) as managing director of its Jersey office.

Previously, director of operations in Jersey, Wilkinson has more than 25 years’ experience in financial services. Prior to joining the service provider in early 2023, Wilkinson was the director of central operations at the Jersey Financial Services Commission.

The firm, which provides corporate, fund and private wealth services, operates in the Bahamas, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, Luxembourg, the UK and the US.

Dynamic Planner
Dynamic Planner, the UK-based financial planning system, has added two data engineers: Saranya Vadrevu and Rohan Nandi. 

The team is led by Abhishek Vethanayagam. 

Nandi,who brings more than five years of experience in big data technologies, previously worked at NatWest Group. Before this, he worked at IBM India in a role involving liaison with the Indian government. 

Vadrevu has more than eight years’ experience in big data and data science.

Dynamic Planner was founded in 2003. It powers the MSCI – Dynamic Planner indices and is used by asset managers to risk profile or target more than £250 billion ($317 billion) of investments. 

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