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

Charles Russell Speechlys
International law firm Charles Russell Speechlys has appointed Ed Morgan (pictured) to join its corporate team, based in London.

Previously a partner at Fladgate LLP, Morgan has specialist expertise in funds and real estate. With more than two decades of experience, he is “highly regarded” for his work with investment funds, indirect real estate structures, joint ventures, management arrangements for property investment and development, investment and restructuring, private M&A and real estate acquisitions and disposals, the firm said in a statement.

Morgan has a varied client base ranging across leading asset managers, sovereign wealth funds, family offices, and high net worth individuals. He has a track record of delivering complex transactions across the UK and internationally. His recent work includes establishing major real estate funds, and advising on landmark London properties such as 30 St Mary Axe (the Gherkin), 100 Bishopsgate, and One Hyde Park, as well as the most expensive residential sale in the UK.

“Ed is an exciting addition for us and advises clients across many of our sweet spots,” David Collins, partner said. “He brings a wealth of experience advising asset managers, sovereign wealth funds, pension schemes, private equity managers and high net worth individuals, and decades advising in the real estate sector.”

L&G
L&G has appointed Ryan Lee as head of liquidity distribution. He will be based in London working with the liquidity investment team, to support clients seeking multi-currency money market fund exposure.

Lee will oversee the distribution of L&G’s cash and money market fund strategies, targeting a broad range of client audiences across multiple jurisdictions. Reporting to Laura Brown, head of public markets distribution, he will lead client coverage for cash investors, offering access to L&G’s Sterling, US Dollar and Euro Money Market Fund range as well as the firm’s short duration expertise.

With more than 20 years’ experience in liquidity management, Lee will be joining from DWS Group where he was a director for institutional liquidity management UK and Ireland. Prior to DWS, he spent 16 years as executive director, global liquidity sales at Goldman Sachs.

"Ryan’s appointment comes at an important moment for the Asset Management business, with liquidity distribution a key strategic area for us,” Ed Wicks, global head of Trading & Liquidity Management, Asset Management, L&G said. “Ryan’s deep relationships with global cash investors, paired with his strong track record in leadership roles and client delivery, will be instrumental as we scale our cash capabilities.”

Ocorian
Ocorian, a global asset servicer to both asset managers and asset owners and leader in private client, fund administration, capital markets, corporate, and regulatory and compliance services, has appointed Tim Matthews (pictured below) as client director within its private client team in Guernsey.

Tim Matthews

With more than 30 years’ experience in the finance industry, Matthews has expertise in managing complex private client structures and supporting high net worth individuals and families. He is joining Ocorian from an international fiduciary services provider, where he held senior positions covering client relationship management, technical support and leadership across private wealth teams.

Matthews has been a member of the Society of Trust and Estate Practitioners (STEP) since completing the Diploma in International Trust Management in 2007 and also holds the STEP Advanced Certificate in UK Tax for International Clients.

In his new role, Matthews will support the continued expansion of Ocorian’s private client services in Guernsey, strengthening client relationships and contributing to service and operational excellence across the team.

“We are pleased to welcome Tim to Ocorian. His deep industry knowledge, client-focused approach and longstanding experience across the private wealth sector will further enhance our offering in Guernsey,” Andy Bailey, head of private client Guernsey at Ocorian, said.