The latest moves, appointments, and other personnel moves in the UK, continental Europe, Middle East, and other select wealth management jurisdictions.

B2PRIME Group
B2PRIME Group, a financial services firm serving professional clients and institutions, has appointed Lee Shmuel Goldfarb as its new executive sales trader. 

Before joining the firm – which is regulated in jurisdictions including Mauritius and Cyprus – Lee worked at Edgewater Markets, where he led institutional sales and account management for clients with emerging markets trade flows. Before that, he was partnership and account manager for Israel at Currencies Direct.

7IM
7IM has made two senior internal appointments, taking effect on 1 June. Harriet Massie has been promoted to chief transformation officer, while Chris Phillips – previously chief transformation officer – is moving into the newly-created role of chief value officer. They will report to CEO Dean Proctor.

Massie, who has been with 7IM since 2017, will lead 7IM’s transformation team, overseeing the delivery of its multi-year, multi-million-pound platform investment programme. Working closely with colleagues across the business, she will also carry out 7IM’s broader “transformation roadmap” to support the firm’s continued growth, the firm said in a statement.

Phillips will lead 7IM’s product and marketing function, overseeing proposition, product design and development, product governance, and brand and marketing. He will also help shape 7IM’s long-term strategy, concentrating on creating long-term value for advisors and their clients.

Phillips, who joined 7IM in 2019, has experience in product, marketing, customer experience and transformation, gained while working in senior roles at Barclays and Lloyds Banking Group.

These latest appointments follow that of Nick Allen as chief integration officer this month, whose remit is to drive onboarding and harmonise recent and future acquisitions across 7IM.

“Both Harriet and Chris are proven leaders with a clear understanding of our business and the needs of advisors. Harriet has been a driving force behind our transformation programme – her focus and rigour will be key as we deliver on our platform investment programme and wider transformation plans,” Proctor said. “Chris brings real strategic firepower and experience as we continue to evolve our proposition and deliver value where it matters most.”

Apex Group
Apex Group, a global financial services provider, has appointed Tom Bennett as global head of fintech – a newly-appointed role. Bennett will lead Apex Group’s global fintech strategy, enhancing its digital capabilities across private markets, capital markets, and digital assets, the firm said in a statement.

Under Bennett’s leadership, Apex Group will enhance its digital proposition with new initiatives across the entire client lifecycle, including digital onboarding and workflow, AI-powered risk and accounting solutions, capital raising solutions, and a new sustainability platform, the firm said in a statement. With respect to execution and regulatory rigour, Apex Group aims to bridge the gap between traditional asset management and the rapidly-evolving digital economy.

Bennett’s background includes stints at companies such as JLL and BT. Most recently, he served as group head of innovation at Aztec Group. He has more than 15 years of experience working with tech companies and communities, with a proven track record of building and scaling innovative new ventures and digital products.

“He brings with him a wealth of experience and a fresh perspective that will prove invaluable in driving our strategic direction as both user and provider of tech solutions,” Zion Hilelly, chief product officer, at Apex Group said. “This appointment marks the creation of a new role within Apex, highlighting our continued commitment to growth and success within the fintech sector."

Brooks Macdonald
Brooks Macdonald, has appointed Karen Charlery (pictured) as chief operating officer (COO) taking effect from 23 June. She is replacing Gavin Neilson who has been the interim COO since August 2024.

Charlery, who has more than 20 years of experience in the financial services sector, has expertise in technology, operations, and regulatory change from her time with BlackRock, where she was most recently EMEA head of regulatory change.

"I am delighted to welcome Karen to Brooks Macdonald and to my executive committee. Her record of success and leading operations and technology will be critical to Brooks Macdonald in the execution of our strategy to Reignite Growth,” Andrea Montague, CEO of Brooks Macdonald, said.