The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions.

All in Place
All in Place, an online platform in the UK that works with accountants, has appointed two senior figures in the sector with immediate effect: Will Farrell, and Richard Brewin.

Farrell, an entrepreneur, speaker and author, has been made fractional chief commercial officer advising the business on its strategic direction, technology and route to market.

Brewin, a business founder, mentor and coach, has been appointed as client director to support the firm’s plans in scaling up, handling client acquisition and onboarding.

Launched in 2021, All In Place provides ICAEW Accredited cloud software; it fills the “missing link” between corporate and personal financial planning, the firm said. (ICAEW is Institute of Chartered Accountants in England and Wales.) The business enables accountants to shape compliant and practical advice by building a detailed cashflow model, financial health check and offering practical planning points.

All In Place was founded by Richard Bertin, a chartered accountant and past chair of the Financial Planning Committee at the ICAEW. He established and built up a wealth planning business, selling it 2016 to Stonehage Fleming, the multi-family office.

J M Finn
UK-based JM Finn, a wealth manager for private investors, has appointed Rorie Evans as a relationship director within its charities team. Previously, Evans spent nearly nine years at Newton Investment Management, latterly as head of charity clients. Prior to that, he served as an officer in the Royal Gurkha Rifles, the firm said in a statement.

JM Finn looks after over £600 million ($802 million) of charity assets across a broad range of charity clients including livery companies, educational, religious, military, disability and animal, amongst others.

In addition to helping charities manage their assets, Evans is a non-executive director of the Forces Pension Society and a trustee of Combat Stress, the UK’s leading charity for veterans’ mental health.

His appointment follows that of Sara Pereira as lead generation manager as the firm plans to expand its business.

With over 100 investment professionals, JM Finn has funds under management and administration of £11 billion ($14.6 billion) on behalf of over 18,500 clients (31 December 2024). The firm is headquartered in London and has regional offices in Bristol, Bury St Edmunds, Winchester and York.

Evelyn Partners
UK wealth manager Evelyn Partners has appointed David Little (pictured) as a partner in financial planning at its Glasgow office.

Little is joining the firm, which also has offices in Edinburgh and Aberdeen, from 7IM Private Client, where he worked for more than three years, most recently as senior financial planning director.

David is a chartered financial planner and a fellow of the Personal Finance Society, the firm said in a statement. 

“David brings a wealth of experience built over 25 years in the sector and shares our commitment to deliver high quality financial planning services to our clients,” Stephen Parker, managing partner, said. "His strategic thinking will be invaluable as we continue with our ambitious plans to further grow our Scottish business.”

Saxo UK
Saxo UK, a licensed subsidiary of Danish tech-driven bank Saxo, has appointed Michelle West as UK head of compliance. West will be responsibsle for enhancing Saxo’s risk and compliance functions, and ensuring that Saxo maintains the highest standards of operational integrity.

West, who brings significant expertise and a wealth of experience in compliance, has served in several regulatory compliance roles over the past 30 years at the Bank of America, ABN AMRO, National Bank of Greece, Alpari UK Limited, Electronic Voice & Foreign Exchange Limited and Plus500UK Limited.

Prior to joining Saxo, West served as the head of compliance and money laundering reporting officer at Plus500UK Limited, where she co-spearheaded the development of effective compliance and anti-money laundering policies and procedures, systems and controls. Before this, West was a regulatory consultant, working with some of the UK’s top retail banks, foreign banks, hedge funds, corporate financiers, equity and forex brokers.

“Michelle’s appointment reinforces Saxo’s commitment to safeguarding our clients’ interests through strong operational foundations and effective risk management,” Andrew Bresler, CEO of Saxo UK, said. “Michelle’s extensive experience and breadth of knowledge will be invaluable as we continue to develop and expand our UK operations.”

West’s appointment follows that of Neil Wilson as UK investor strategist in April 2025.