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

Heligan Group
UK-based Heligan Group, an investment and advisory group specialising in partnering with businesses that contribute to global safety and security, has appointed Adam Irwin (pictured) as managing partner of its strategic insights division.

Irwin has more than a decade of experience in intelligence, strategic analysis, corporate investigations and digital intelligence. He has advised law firms, multinational corporations and ultra-high net worth clients on complex, high-stakes matters across multiple jurisdictions.

He will be responsible for developing Heligan’s intelligence-led advisory and investigations capability. This includes proprietary strategic briefings, threat and market scenario models, and intelligence-driven research to inform Heligan’s deal and advisory teams, as well as a boutique client-facing practice providing corporate intelligence, risk advisory and investigations services. Under Irwin’s leadership, Heligan Strategic Insights will support law firms, multinational corporates, and UHNW clients with high-stakes decisions, complex disputes and sensitive investigations. He will also be involved in collaborating with senior government, defence, and industry networks to develop thought leadership and public commentary on the trends shaping the security, defence and risk sectors.

Irwin will also lead the group’s intelligence-led research, strategic foresight, investigations and scenario planning capabilities, enhancing its analytical and investigative strength across investment, corporate finance advisory and wealth management. His team will be involved with solving complex risk intelligence challenges to support high-stakes decision-making. This will include complex cross-border investigations, fraud and misconduct inquiries, asset tracing and recovery, enhanced due diligence and intelligence support to litigation, arbitration and crisis response.

Throughout his career, Irwin has worked in the public and private domain, blending expertise in threat assessment, geopolitical risk, strategic consultancy, crisis management and negotiations, and investigations. Prior to joining Heligan Group, he served as managing director of Nodum Global, where he led global risk intelligence, investigations and client service operations. 

“Adam’s appointment represents an important milestone in the continued growth of Heligan Strategic Insights as an intelligence-led advisory and investigations practice,” Tim Grasby, CEO of Heligan Group, said,”His experience and perspective will further strengthen our ability to anticipate, interpret and act on complex challenges on behalf of our clients and investors.”

IQ-EQ
IQ-EQ, a global investor services group, has appointed Hannah Tully (pictured below) as client relationship director, yachting and aviation.

Hannah Tully

The appointment will bolster IQ-EQ's “already-strong” luxury assets expertise across the UK and Crown Dependencies, serving ultra-high net worth individuals, families and family offices across the globe with a comprehensive range of services tailored to the complexities of high-value passion investments including yachts, aircraft, classic cars and fine art, the firm said in a statement.

Tully’s appointment in this newly created senior role also marks her return to IQ-EQ, where she worked in the Jersey business from 2018 to 2019, showcasing her specialist yachting expertise. In her new role, Tully will work with IQ-EQ’s private wealth teams and, in particular, with Jersey-based classic car specialist James Haithwaite to expand the firm’s luxury assets offering both locally and across the wider UK and Crown Dependencies.

Most recently, Tully was associate director with Fiduchi Group, where she specialised in structuring and managing superyachts and megayachts, supporting privately operated and commercially managed vessels. Tully holds professional qualifications in both fund administration and yacht management, enabling her to deliver sophisticated ownership and operational structures that bridge complex financial frameworks with the practical realities of luxury asset management.

"We’re delighted to welcome Hannah back to our team," Mirek Gruna, regional chief commercial officer, said. "Her appointment underscores our commitment to building out our luxury assets offering, providing not only best-in-class service but also the right niche expertise to support and add value across our clients’ full, diverse investment portfolios."