People Moves
Who’s Moving Where In Wealth Management? – Titanbay, Quilter Cheviot
The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.
Titanbay
Titanbay, a European
private markets investment platform for private banks, wealth
managers and investment advisors, has appointed Ossama Soliman as
chief executive officer.
Soliman (pictured) will be taking over Titanbay’s leadership from Thomas Eskebaek, the firm’s co-founder and outgoing CEO, who is stepping back from day-to-day leadership to join Titanbay’s board of directors, the firm said in a statement.
Soliman was most recently Titanbay’s chief operating officer, a role he served in since June 2023 when he joined the firm and assumed ownership of technology, product, data and analytics, operations, and end-to-end company operating across the business.
Soliman has two decades of experience in technology and financial services, building global financial B2B products from the ground up and scaling them to multibillion-dollar businesses, serving millions of customers globally as a general manager at Amazon, a product leader at American Express and, most recently as the chief product officer of two fintech unicorn startups in London, TrueLayer and Zilch, where he scaled both into international financial services businesses.
As Titanbay’s CEO, Ossama will have oversight of a team of professionals in its offices in London, Dublin, and Luxembourg, as well as maintain existing relationships with the firm’s partners at Mercer, abrdn, FNZ, and Motive Partners.
“With Ossama’s leadership, technology know-how, extensive experience in scaling ventures, and comprehensive understanding of the B2B industry, we are poised to advance Titanbay’s strategy and continued growth,” Jussi Nyrola, non-executive chairman, said.
Quilter Cheviot International
Quilter
Cheviot International has hired three financial planners to
grow its financial planning proposition for international clients
serviced from its Jersey office.
Gillian Schweppe, Matthew Fielding and David Lockhart have all joined the business as financial planners. Both Schweppe and Fielding were from SG Kleinwort Hambros while Lockhart is joining from HSBC.
It was previously announced in September that Quilter Cheviot International had appointed Kevin Speake as head of advice to lead on the new financial planning proposition. The advisors are supported by paraplanner Anastasia Smith.
The introduction of financial planning capabilities into Quilter Cheviot’s Jersey office ensures that it can offer international clients an integrated wealth management offering comprising financial planning and investment management, the firm said.
Quilter Cheviot will also be able to give a consistent offering to higher net worth clients across the UK, Europe and internationally, while being able to accommodate the specific circumstances of the countries the client resides in.
This news follows Quilter Cheviot Europe establishing a financial planning operation from its Dublin office to serve European clients in 2022, and the UK national advice business, Quilter Cheviot Financial Planning (previously known as Quilter Private Client Advisers) became part of Quilter Cheviot in 2021.
