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

JM Finn
UK-based JM Finn, the wealth manager, has appointed Samir Shah as senior research analyst to focus on the firm’s collectives holdings, with immediate effect.

Shah (pictured), a senior member of the firm’s investment office, will be responsible for overseeing JM Finn’s collectives research, working with the firm’s collectives committee to produce and manage a list of preferred funds across all asset classes. He will also be responsible for enhancing and optimising the firm’s coverage and use of third-party funds. He will report to Jon Cunliffe, head of the investment office.

Shah, who has more than 18 years of experience in fund selection and portfolio management, has served in senior roles at Quilter Cheviot and Aberdeen Asset Management. He is a chartered accountant, a chartered financial analyst (CFA) charter holder, and he holds the Sustainable Investing Certificate issued by the CFA Society (UK). Shah is recognised as a multi-manager specialist, with expertise spanning equities, investment trusts, alternatives, and fixed income securities.

“His wealth of industry experience and proven track record in fund research and manager selection will be invaluable as we continue to boost our collectives offering and research capabilities within the Investment Office,” Cunliffe said. “Samir’s appointment reflects our commitment to delivering best-in-class investment solutions for our clients, and I am confident he will make a significant contribution to the firm’s ongoing success.”

Artorius
UK-based Artorius, an independently owned wealth advisory firm, has appointed Andrew Dixon (pictured below) as its new head of wealth planning.

Andrew Dixon

Dixon previously worked with Jane Fowke at both Barclays and SG Hambros (recently acquired by UBP) where he served as head of wealth planning.

Fowke, who has led the wealth planning team with “distinction,” will now focus on client work, the firm said in a statement.

“We are seeing growing demand for high-quality planning advice and guidance during a period of significant change for clients and prospects,” CEO Paddy Lewis said. “I am excited to welcome Andrew to the firm to help us meet our clients’ and prospects’ increasing need for the outstanding services we pride ourselves on at Artorius.”

Oak
Oak has promoted Cappucienne Richardson (pictured below) to deputy managing director of its Bahamas office.

Cappucienne Richardson

She will transition into this leadership role from her previous position as head of trust administration, a testament to her contribution to growing the business and expertise in trust and estate administration, the firm said in a statement. Richardson will continue to guide Oak Bahamas’ operations.

Richardson joined Amber Trust Ltd in 2022, where she played a pivotal role in driving client service excellence and business expansion. In 2025, following the acquisition of Amber by Opera Limited and subsequent integration into the Oak brand, she continued to excel, cementing her reputation as a trusted advisor and leader within the organisation.

With over 20 years of international trust administration experience, Richardson has supported ultra-high net worth clients and families across Europe, Asia, the Middle East, North America and South America. She is widely recognised for her deep expertise in trust and estate planning, compliance and risk management, as well as her strong ability to enhance operational procedures and drive efficiencies in reporting and client servicing.

“She is already in her stride, making changes that strengthen our efficiency, competitiveness and team fulfilment. Since joining the business, Cap has been instrumental in enhancing our operations and expanding our capabilities, and her depth of expertise and client-focused approach continue to set her apart,” Katie Booth, managing director of Oak Bahamas said. “As we look ahead, I am confident she will play a vital role in driving the growth of Oak Bahamas and ensuring we deliver the highest standards of service to our clients worldwide.”

Oak Group, which operates across Guernsey, Jersey, the Isle of Man, Mauritius, and The Bahamas, has more than 250 employees administering over $24 billion in assets.