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

Tilney
UK wealth manager Tilney, which manages around £24 billion in client assets, is setting up a financial planning team in the wealthy and historic Winchester area.

Two wealth planners will join the group’s Micheldever office, close to Winchester, to expand services there previously confined exclusively to private clients. It is the first time that dedicated financial planners will be based in Winchester, Tilney said.

The two are Steve McNamara, who joins after five years at national advice firm Chase de Vere; and Hollee Vivian, who moves after four years at Tilney’s Bracknell office. The team is expected to provide financial planning advice on a range of areas, including pensions and retirement planning, inheritance and estate planning, tax efficiency, and financial gifts.

Broad Street
Broad Street Investment Management, part of UK-based Broad Street Asset Management, has appointed Andrew Gibbs as its chief investment officer.

With over 30 years’ investment management experience, focused on Asian, emerging and developed market equities for major global institutions in Asia, America and Europe, Gibbs joins from Henderson Rowe, where he was a senior portfolio manager.

Having started his career at Manulife, the Canadian life insurance company, Gibbs then moved to Hong Kong with Carlson Investment Management, for whom he managed funds in Thailand, Sri Lanka, Eastern Europe and Asian Small Caps. On his return to the UK he managed market neutral strategies for Quaestor Investment Management, and then with New Star Asset Management, with responsibility for Japanese institutional mandates.

A Chartered Fellow of the CISI, and reporting directly to Broad Street’s founder and chief executive, John Morton, Gibbs will be responsible for investment strategy and key client relationships.