The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations.

A former Julius Baer banker, Aneka Beneby (main picture) has moved to rival Swiss private bank Lombard Odier. A senior vice president and private banker, Beneby is based in Nassau, New Providence, the Bahamas.

The move is more than a change of firm, because Beneby has relocated to the Bahamas from London, having worked at Julius Baer in the UK since February 2023. The shift represents a return to the Caribbean jurisdiction as Beneby worked in the Bahamas as a portfolio manager and, before that, at Pictet, another Swiss bank, also in the islands.

“Over the past 17 years, I've advised international families, managed their investment portfolios and helped them navigate global financial markets,” Beneby said on her LinkedIn page. Lombard Odier confirmed her move to WealthBriefing.

Quilter
Quilter, a UK-based wealth management firm, has appointed Tim Freeman (pictured below) as technology adoption director within Quilter Financial Planning.

Tim Freeman

In this newly-created role, Freeman will work with advisors and firms throughout the Quilter advice network, helping them make the most of the technology, tools and support available to them. In particular, he will concentrate on advisor engagement, adoption and business improvement, ensuring that new capabilities translate into better advisor and client experiences.

Freeman brings more than two decades of financial services experience spanning advisor relationships, business growth, proposition development and change. He has been at Openwork since 2022, most recently as strategic partnership development manager, where he has managed relationships with some of the network's largest and most significant partner firms. Before joining Openwork, Freeman spent seven years at St James's Place; among his roles there, he was head of financial wellbeing and private client proposition. Prior to that, he was head of private client service. Earlier in his career, he spent 13 years at HSBC in a number of financial planning and relationship management roles.

"Tim Freeman is a fantastic addition to Quilter. Having worked with Tim previously, I’m excited to see him bring his energy and experience to the team and to help our advisers embrace new technology and grow more effectively,” Warren Vickers, managing director of Quilter Financial Planning, said. "He understands the opportunities and challenges advice businesses face because he has spent many years working closely alongside them. As we continue to invest in our technology proposition and the support we provide to advisors, his experience will be invaluable in ensuring firms get the greatest possible benefit from the tools and capabilities available to them.”