People Moves
Who’s Moving Where In Wealth Management? – GBST, Weatherbys, Vialto Partners
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The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions.
GBST
GBST, a global provider
of wealth management and advice solutions technology,
has appointed Steve Knight as head of relationship
management to support its customer base.
Reporting to head of EMEA, David Simpson and part of the UK leadership team, Knight will lead the company’s customer engagement strategy, the firm said in a statement yesterday. He will be responsible for building and maintaining long-term partnerships, working with the product teams to ensure GBST’s solutions and services evolve in line with client priorities and changing market needs.
Knight brings 25 years’ experience in financial services technology, having worked for SS&C Global Investor & Distribution Solutions (previously DST and International Financial Data Services) since 1999, where he held a number of senior positions, the firm added. Most recently, he was director, head of EMEA client account & service management, leading a team of around 35 client service, account management and audit specialists. In the role, Knight was responsible for driving commercial success, ensuring contractual compliance and delivering service excellence across a diverse portfolio of financial services clients.
Weatherbys
Weatherbys
Private Bank has bolstered its team with the hire of a
new director of product & services and an experienced banker, and
is looking to add senior bankers to its teams in London and the
North West.
Maria Khan has been hired to help the bank identify opportunities to develop new solutions and meet evolving client needs, the firm said in a statement. Khan has a history of innovation and digital development within the banking sector. Previously, she was director of product & digital at Tandem Bank and before that worked for JPMorgan Chase and NatWest Group.
In addition, senior private banker Michael Juby is the fourth new banker to join the business this year after management unveiled ambitious plans to double in size in five years.
He has spent his 30-year career focusing on high and ultra-high-net-worth clients, firstly at HSBC Private Bank and then with Citi. Most recently he worked for Citi’s Wealth at Work division, responsible for a portfolio of law firm clients. Michael holds the Certificate in Mortgage Advice and Practice (CeMAP) and the Investment Advice Diploma.
Founded in 1770, Weatherbys has four offices throughout the UK,
providing personal banking, lending and wealth advice services to
its high-net-worth clients.
Vialto Partners
Vialto
Partners, which is headquartered in New York and which
concentrates on global work, tax, and immigration solutions, has
named Matthew Harrison as a UK partner, where he will lead the
firm's private client tax team in London. Harrison will
report to James Bruce, UK chief executive.
Prior to Vialto Partners, Harrison – with nearly two decades of
experience in private tax advisory – was a director within EY’s
Private Client Tax practice, where he advised high net worth
individuals, their trusts, and other family investment vehicles,
with a particular focus on the remittance basis of taxation.
Harrison played a central role in discussions with HMRC on the
2025 Finance Act, where he led on introducing new regime change
for foreign income and gains.
Before his time at EY, Harrison held senior roles at Withers,
Babbé, and STP Advisors Limited.
In its outline of its functions, Vialto says “We transform global
mobility for organizations and individuals around the globe.”
Fields of work include tax, immigration, travel, payroll, remote
work, permitting, and visas.
In February, Vialto Partners said it completed its previously
announced recapitalisation transaction with a group consisting of
its existing financial sponsor, Clayton, Dubilier & Rice and
other debt holders, including funds managed by HPS Investment
Partners. That transaction delivered $225 million new money
equity capital investment in Vialto and a debt cut of about $550
million, strengthening its capital structure. CD&R continues
to be the majority shareholder of Vialto and HPS is a minority
equity owner.