People Moves

Who’s Moving Where In Wealth Management – Close Brothers, Ocorian

Editorial Staff 26 July 2023

Who’s Moving Where In Wealth Management – Close Brothers, Ocorian

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Close Brothers Asset Management
UK-based Close Brothers Asset Management (CBAM) has appointed Nic Heath as senior investment director. Based in Birmingham, Heath (pictured) will provide bespoke investment management services for private clients, trusts, charities and pension schemes. He will work directly with clients and in collaboration with financial advisors, lawyers and accountants.

Heath, who has more than 20 years’ experience in investment management, embarked on his investment career with Albert E Sharp, an established investment manager, in 1988. He later joined stockbroker Gerrard, which was subsequently acquired by Barclays Wealth. In 2007, Heath joined Williams de Broe, later known as Investec W&I.

Ocorian
Ocorian, a specialist global provider of alternative fund services and entity administration, corporate and fiduciary services, has appointed Eamon Burns as global head of Fund Accounting.

Burns, who has nearly 30 years’ experience in financial markets and services, has joined as Ocorian Fund Services continues to partner with clients to support complex requirements across all major asset classes of alternative investment funds to facilitate growth in the sector.

Previously Eamon was EMEA head of Private Markets Accounting at BNY Mellon in Dublin and prior to that worked for Goldman Sachs and Barings.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes