The latest moves in wealth management across the UK, Europe, Middle East and Africa.

PwC
PricewaterhouseCoopers in the Channel Islands has appointed Simon Perry as its new senior partner, taking the role from 1 January and succeeding Brendan McMahon, who has held this leadership position since 2012.
 
Perry has been a PwC partner since 2005, holding various roles within the firm, such as in asset and wealth management practices at in Sydney, London and in the Channel Islands. 

His most recent role was as a partner on secondment to PwC’s London office since 2013, leading the UK asset and wealth management advisory business. While in the UK, he maintained responsibility for leading PwC CI’s due diligence transaction work and listing projects on major stock exchanges including the London Stock Exchange, the Alternative Investment Market, Euronext and The International Stock Exchange.

Born and educated in Ireland, Perry firstly relocated to Guernsey in the early ’90s, prior to moving to Jersey in 1996 and on to PwC in Sydney in 1999, before returning to Jersey in 2003. In his new role, he will have responsibility for all PwC business areas across the Channel Islands.

Strabens Hall
Strabens Hall, the independent wealth advisory boutique, has hired three new members to its London office.

Nick Toubkin has been appointed as a senior client advisor, and has joined from Tilney, where he advised high net worth and ultra-high net worth clients. Toubin previously spent over eight years at Coutts & Co, where he was a director in the international division.

Tom Kimche has been hired as a client advisor, and has joined from Saunderson House, where he spent seven years advising partners at the leading accountancy firms and law firms. 

John Moore has also been hired as a client advisor, and has a particular focus on helping small businesses with tax planning, funding, exit planning, director protection and corporate investment.  Moore has joined from a boutique firm.

Taylor Wessing
International law firm Taylor Wessing has appointed Dominic FitzPatrick as its new UK senior partner, with immediate effect.

FitzPatrick will work closely with managing partner, Tim Eyles, and the UK executive board as an ambassador for the firm continuing to raise the partnership’s profile in the sectors it serves.

Adam Marks, who had been senior partner for three years since 2014, will resume his role as a partner in the real estate practice.

Old Mutual Wealth
Old Mutual Wealth has appointed Jeremy Mugridge as head of proposition marketing for its UK platform. He replaces Tom Hawkins, who has worked at Old Mutual Wealth for 17 years and is now moving to become head of Old Mutual Wealth’s team of office-based consultants.

Mugridge will report to Michelle Andrews, marketing director at Old Mutual Wealth. He will be responsible for promoting the Old Mutual Wealth platform customer and advisor propositions in the UK, including pensions, investments and protection.

He joins Old Mutual Wealth from Aegon, where he was responsible for a number of digital and investment consultancy projects. Prior to that, Mugridge was marketing director at fintech company, Instinct Studios, having previously held a variety of marketing roles at Old Mutual Wealth until 2012.

Hawkins will report to Tony Harris, head of platform distribution.

Jupiter Asset Management
Jupiter Asset Management has appointed Ash Ray as head of governance research.

In this new role, Ray, who has worked in Jupiter’s governance team for 10 years, will report directly to Stephen Pearson, chief investment officer and chairman of Jupiter’s stewardship committee.

Ray will lead a team of governance analysts providing research and guidance on regulatory requirements and best practice, and focusing on Jupiter’s engagement priorities for the fund management teams. He will also broaden the team’s work across all geographies and asset classes, including Japan, India and fixed income, assisting all Jupiter’s fund managers in their role as responsible stewards of client assets.

Also, Edward Bonham Carter, vice chairman, will continue to undertake his policy and public engagement work in line with his role as a board member of the industry’s investor forum, and his position both on Jupiter’s board and stewardship committee. Ian McVeigh will also remain a member of the stewardship committee.