People Moves
Who's Moving Where In Wealth Management? – JTC, Kleinwort Hambros
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The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and select international locations.
JTC
JTC, the listed, global
professional services business, has appointed Sean Walsh
(pictured) as director in its private client services team in
Guernsey.
Walsh will play a key role in supporting JTC’s
multi-jurisdictional portfolio of private clients and families,
in particular working to implement robust approaches to asset
protection and to educate the NextGen to ensure seamless
succession planning. Walsh has a particular focus on the UK,
Europe and the Middle East.
With a career spanning more than 20 years, he specialises in
asset protection and succession planning for ultra-high net worth
individuals and families, the establishment and governance of
structures ranging from trusts and private trust companies to
special purpose vehicles managing complex assets such as art,
businesses, landed estates, and the provision of family
office services.
Before JTC, Walsh worked at a large independent fiduciary
services business in Guernsey, where he oversaw a team
specialising in the establishment and management of offshore
vehicles and had a focus on driving the firm’s business
development strategy. He is a member of STEP and the Chartered
Institute of Bankers.
A few days ago, the firm
appointed Kate Beauchamp as an independent non-executive
director. She has also been appointed as an additional member of
the board's audit and risk, nomination and remuneration
committees.
Kleinwort Hambros
Kleinwort
Hambros has appointed Jason Spivey as group chief human
resources officer, reporting to Mouhammed Choukeir, the group’s
chief executive, and Ben Higgins, Societe Generale's UK head of
HR.
(Societe Generale is parent of Kleinwort Hambros.)
Spivey, who is responsible for attracting strong and diverse new
talent, building career opportunities, people development and
ensuring employees’ wellbeing, will join the executive
committee.
Prior to joining Kleinwort Hambros, Spivey was an HR leader for
Merrill Lynch Investment Managers, Deutsche Bank and Lazard with
experience of working in finance, operations, trading, foreign
exchange and investment banking across Europe, Asia, and North
America.