People Moves
Who’s Moving Where In Wealth Management? – Mourant, Latitude, Others

The latest moves, appointments, and personnel changes in wealth management for the UK, rest of Europe, the Middle East and select international jurisdictions.
  Mourant
  Mourant, a law
  firm-led professional services firm, has appointed Adrian Dobbyn
  as head of Luxembourg corporate governance. 
  
  Dobbyn brings more than a decade of legal and corporate
  experience in private equity, mergers and acquisitions, joint
  ventures and corporate restructurings, alongside significant
  skill in cross-border transactions.
  
  In his role as director within Mourant Governance Services, he
  will lead and grow Mourant's corporate governance offering in
  Luxembourg. Services being delivered will include
  coordinating and preparing board meetings, company
  secretarial support, liaison officer duties between all related
  parties including auditors, Luxembourg filings,
  maintaining registers, and board appointments.  
    
  
  The firm said this development marks another phase in its growth,
  which includes Mourant Governance Services (Luxembourg) Sarl
  being granted its PFS licence by the Commission de Surveillance
  du Secteur Financier in 2024, enabling the firm to offer a wider
  range of corporate and fund administration services in the
  region.
  Latitude
  Latitude
  Investment Management, the London-based boutique investment
  firm with £1.2 billion of assets under management, has appointed
  Will Morgan as a senior investment analyst. The investment team
  is led by CIO Freddie Lait.
  
  Bringing more than 25 years’ investment experience to his new
  role, Morgan is joining Latitude following an eight-year
  tenure at Fundsmith, where he was a partner and the assistant
  portfolio manager of the Smithson Investment Trust, focusing on
  global small and mid-cap equities.
  
  Morgan previously served in senior roles within Goldman Sachs’
  equity research team including positions of co-head of insurance
  research and deputy head of its industrials business unit. A CFA
  Charterholder, he holds a first-class degree in economics and
  politics from the University of Bristol.
  
  W1M Wealth Management
  W1M
  Wealth Management, the UK business formed out of the merger
  last year of Waverton Investment Management and London and
  Capital, has appointed Jenny Quan, Paul Bentley and Luke Edy to
  join its private wealth team.
  
  The three joiners report to to Nick Hammond, W1M’s head of
  private wealth and US private wealth.
  
  Bentley is joining from the 1762 division of RBC Brewin
  Dolphin, where he has been a wealth director since
  2019. Quan is also from the 1762 division of RBC Brewin
  Dolphin, where she has been for almost five years, most recently
  as a senior portfolio manager. Edy, who has worked in financial
  services for 19 years, is joining from Citi Private Bank, where
  he spent the past eight years as a director and senior private
  banker.
  
  The firm has more than £22 billion in assets under management and
  a team of more than 300 professionals. W1M concentrates on
  working with high net worth and ultra-HNW individuals and
  families, charities, and institutions.