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.