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

7IM Private Client
7IM Private Client has appointed Angus Robertson as associate director, financial planning and promoted Morgan Leask to associate director.

Robertson (pictured) has joined from St James’s Place, where he served as a financial advisor, supporting more than 200 clients with their investment, pension, and protection needs. At 7IM, he will manage a portfolio of high net worth clients – including individuals, families, and businesses – delivering tailored financial and wealth management advice.

Morgan (pictured below), who has been promoted from her role as a technical paraplanner, joined 7IM as a trainee paraplanner while studying for her professional qualifications. Previously, she worked as a client manager at Murphy Wealth. In her new role, Morgan will also manage a portfolio of clients, providing financial planning services.

Morgan Leask

"Investing in our client relationship teams is essential as we aim to build lifelong relationships to support people on their financial journeys,” Ben Covey, managing director, 7IM Private Client, said. “These appointments mark a period of strong momentum for our business and, in particular, reinforce our commitment to Scotland.”

Along with its sister company, Partners Wealth Management, which recently acquired Johnston Carmichael Wealth, 7IM says it is deepening its presence in Scotland.

7IM has a staff of about 600 based in Edinburgh and London who manage more than £24 billion ($32.4 billion) - as at January 2024 - for clients including individuals and families, financial advisors, corporates, charities and trustees.

In January 2024, Ontario Teachers’ Pension Plan, a global investor with net assets of $255.8. billion (as at 30 June 2024), acquired a majority stake in 7IM.