The latest moves in wealth management from across Europe and the Middle East.

Pareto Financial Planning
Pareto Financial Planning, which is based in Manchester, has hired Matthew Lynch, an advisor working in the sector for 15 years. Previously, he was an account manager at Aegon UK.

Pareto advises individual and corporate clients.

Estera
Estera, which provides funds, corporate and trust services, has appointed Andre de la Mare and Sharon Rogers as associate directors in its Guernsey office.

They will help the firm develop its private wealth and corporate services work, providing technical, client relationship and management support to the fiduciary services team, it said in a statement. 

De la Mare has been with Estera since August 2015, having previously worked at Saffery Champness. Rogers joined Estera in June 2018 from Nedgroup Trust - she also has international experience, having worked in Australia and Hong Kong.

Both were previously senior managers within Estera’s private wealth and corporate team.

Boodle Hatfield
Boodle Hatfield, the private wealth law firm, has promoted Reem Al-Jumaily to partner level in its residential property practice. She was previously a senior associate in Boodle Hatfield’s real estate team.

Over the last ten years Reem Al-Jumaily has specialised in the sale and purchase of UK residential property for high net worth individuals and companies. Her work also includes advising private banks on the related property finance and other secured lending.  

“Reem has an enormously strong following from clients across the globe, particularly for her work in advising on complex residential property transactions. She adds a great deal of specialist knowledge and expertise to the residential team,” Sara Maccallum, Boodle Hatfield’s senior partner, said.

In other areas of the firm, Boodle Hatfield also promoted the following team members to senior associate: Becky Shaw (arts team) and Sally Harlow (private client and tax team).

Napier
Compliance specialist Napier has just appointed Dave Burns as chief revenue officer. He brings more than 20 years’ experience to the role, having worked in sales, consulting and implementing projects.

Burns previously spent nine years at sales consultancy ServiceSource as vice president of sales and solution design for Europe, the Middle East and Africa, with prior roles including senior positions at SAP and JP Morgan.

Napier rebranded from Fortytwo Data in January.

The appointment follows the addition in February of Mike Melia as a board advisor. Melia was formerly at GlaxoSmithKline.

BMO Global Asset Management
BMO Global Asset Management has appointed Stewart Bennett to the newly-created role of global head of alternatives. Bennett will oversee the firm’s new global alternatives offering, incorporating its existing private equity, real estate and real estate securities businesses.

Based in London, Bennett who joins the business in May, will report to Kristi Mitchem, CEO of BMO Global Asset Management.

Prior to this, Bennett had a total of 25 years of experience in investment banking and private equity, including 10 years as a partner and head of the financial institutions group at Ondra Partners, the London-based independent investment bank. His previous experience includes Dresdner Kleinwort, where he was managing director and head of FIG, Strategic Advisory, and the private equity firm Botts & Company.

Arbuthnot Latham
Arbuthnot Latham, the UK private bank, has appointed Barry Grieve as senior private banker; he will be based at its Manchester office. Grieve joins from Coutts where he was a director, and private banker overseeing a portfolio of high net worth clients. He brings over 30 years’ experience in private banking and has an acute understanding of the business dynamics in the North West, having held a catalogue of senior roles at NatWest and RBS.