The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

Mirabaud & Cie (Europe)
Mirabaud & Cie (Europe), which is growing its presence in the UK wealth management market, has appointed David Smith (main picture) as director, relationship manager.

Based in London and reporting to Stuart Bates, UK market head, Smith will be responsible for delivering tailored wealth management services to high net worth corporate executives and family business owners, resident in the UK. He brings more than 22 years of experience advising private clients on wealth.

Prior to Mirabaud, Smith served as a relationship manager at RBC Wealth Management providing bespoke wealth solutions to sophisticated HNW and UHNW individuals. His remit included investment management, lending, financial advice, and trust services. Prior to RBC, Smith worked at UK private bank Arbuthnot Latham & Co where he served HNW and UHNW clients, with a particular emphasis on the Middle East. He was instrumental in supporting the firm’s first international office in Dubai and established new client portfolios across 25 key clients during his tenure. Smith began his career at Coutts & Co in 2002.

“David brings extensive wealth management expertise, a strong international network, and a proven track record of building assets and earning client trust,” Stuart Bates said. “His career achievements to date reflect the entrepreneurial spirit that has defined Mirabaud for over two centuries, and I am confident his deep understanding of the bespoke needs of high net worth individuals will be invaluable as we continue to expand our UK footprint.”

Rathbones Asset Management
Rathbones Asset Management (RAM), this week appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will be based in London and takes over from Craig Brown who recently assumed the new role of head of investment solutions and specialists at RAM, to whom Thomas will now report.

At RAM, working with fund managers, David Coombs and Will McIntosh-Whyte, Whitfield will be responsible for shaping and delivering the investment messages for the multi-asset team. He will work closely with Rathbones’ distribution and marketing teams to oversee client communications across all multi-asset strategies.  

Whitfield brings 13 years of financial services experience. He started his career at Brewin Dolphin in investment management, where he was part of a team managing discretionary portfolios for private clients and financial advisers. He then moved into asset management, focusing on managing professional and institutional client relationships across London and the southeast of England, firstly at Sanlam Asset Management before moving to boutique asset manager Amati Global Investors. In these roles he covered a wide variety of asset classes from global equities, fixed income, property, and commodities.

Rockwood Asset Management
Rockwood Asset Management (a trading name of Harwood Private Capital) this week announced that investor Richard Pease is joining Rockwood Strategic's Investment Advisory Group. The IAG has over 200 years of combined fund management and investing experience and acts as a valuable source of advice, insight and enhanced network to Rockwood Strategic's Investment Team, led by Richard Staveley, helping to generate and evaluate investment ideas.

Pease brings over 40 years of fund management experience to the IAG, having founded the European equities team and launched and managed the top performing flagship funds for both Jupiter Asset Management in the 1990s and New Star Asset Management in the 2000s, in addition to a European Hedge Fund. In 2009, he joined Henderson Asset Management and launched the European Special Situations Fund. He also founded Crux Asset Management in 2015.

Altaroc Partners
Paris-based Altaroc Partners, a private equity management company, has appointed Jérémie Mrejen (pictured below) as head of institutional and single family office investor relations.

His appointment is part of Altaroc’s strategy to expand across private equity markets, including the institutional and single family office segments, notably through the launch of a dedicated offering (Infinity), the firm said in a statement.

With 13 years of experience between Paris and London, first in investment banking at HSBC, then as head of institutional development for France, Belgium, and Luxembourg at Lombard Odier IM, and most recently as European sales director at TOBAM, Jérémie will be responsible for distributing Altaroc’s primary and secondary private equity solutions to institutional investors and single family offices across Europe.

“Jérémie’s arrival will strengthen our institutional footprint across Europe and enhance Altaroc’s value proposition among highly discerning allocators,” Frédéric Stolar, founder and CEO of Altaroc, said.