People Moves
Who’s Moving Where In Wealth Management? – Newton, Hawksford, Evelyn Partners, Others

The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the Middle East and other select locations.
Newton Investment Management
Newton
Investment Management, part of BNY Mellon Investment
Management, has announced the appointment this week of Judy
Marlinski as the new chair of Newton Investment Management
Limited (UK board) and Newton Investment Management North
America, LLC (US board), effective from 4 November 2022.
Marlinski has served as an independent non-executive board member
of the UK and US boards since July 2022, the firm said in a
statement. She is succeeding Susan Noble as chair of the UK
board, who is stepping down after serving eight years as a board
member and five years as its chair.
Marlinski’s appointment as chair for Newton’s UK and US boards
supports the expansion of Newton’s US business following the
integration of Mellon’s equity and multi asset capabilities in
September 2021, the firm continued. She will help to ensure
coordination across Newton UK and Newton US in setting and
implementing Newton’s strategy.
She has 35 years of experience in financial services, having held
the CEO, president and COO positions within the investment
management and wealth management industries of Fidelity
Investments, including as president and CEO of Fidelity
Investments Japan from 2011 to 2016 and president of Fidelity
Institutional Asset Management from 2017 to 2020.
During her tenure with Fidelity Investments, she was a director
for several regulatory boards across the firm’s
businesses.
Welcoming the move, Euan Munro, CEO of Newton, said: “We’re
delighted that Judy has been appointed chair of the Newton
Investment Management Limited and Newton Investment Management
North America, LLC boards. She brings a tremendous amount of
global experience and pedigree to this role which will be
invaluable as we continue to meet the needs of our clients
through an expanded global platform.”
“A big thank you to Susan for her eight years of service as a
board member. Her counsel and leadership have made a significant
contribution in shaping Newton’s growth, and we wish her all the
best for the next stage of her career,” he continued.
Hawksford
Global corporate, private client and fund services provider,
Hawksford, has
enhanced its international leadership team with three senior
promotions across the group.
Steve Spybey has been promoted to the role of group chief
operating officer, while Caroline Morris will be group chief
financial officer and Rachel Husbands will be finance director
for Jersey, the firm said in a statement.
The promotions follow a year of expansion for Hawksford, which
has already seen the acquisition of two international corporate
service providers, driving further growth in new and existing
global markets and supporting the company’s ambitious growth
strategy.
In his new role, Spybey will continue to work with group chief
executive Michel van Leeuwen across the group to help define,
shape and communicate Hawksford’s vision, the firm continued. He
will be supporting the business to deliver its strategic aims and
create an integrated workforce with an efficient operating
model.
As group chief financial officer, Morris will be
expanding her previous role of global head of finance to
include full ownership of banking relationships, group audit,
M&A and tax planning.
Promoted to the role of finance director, Rachel Husbands will
work with Hawksford’s client services teams on all aspects of
financial performance and review, ensuring that financial
efficiency remains a key contributor to the success of the
business and its clients. Hawksford’s corporate and funds teams
will benefit from the expertise that she has already demonstrated
while working with the Jersey Private Client team.
Evelyn Partners
This week, UK wealth manager Evelyn Partners
appointed Annabel Kerley FCA as head of fraud and financial crime
to strengthen its forensic services team.
As a partner specialising in investigations, Kerley will build
and grow Evelyn Partners’ forensic services practice, working
with David Alexander, head of forensic services, and John Holden,
head of forensic technology, the firm said in a
statement.
She is a fellow of the Institute of Chartered Accountants England
and Wales and a former senior investigator at the Serious Fraud
Office and Financial Conduct Authority. She is joining from
boutique forensic firm StoneTurn where she founded the London
investigations practice. Previously, she held a senior position
at EY, the firm continued.
During her 20-year career, Kerley has led investigations into
asset misappropriation, employee misconduct, financial
misstatement, sanctions breaches, market abuse and misleading
statements in civil, regulatory and criminal contexts, the firm
said. She has helped clients across multiple sectors navigate
high-stakes investigations into complex multi-million
cross-border fraud, bribery and corruption cases.
In addition, she has experience of private prosecutions and is
currently chair of the Private Prosecutors’
Association.
Welcoming her to the firm, Alexander said: “With financial crime
on the rise, organisations operating today increasingly require
specialist forensic support to protect value in their business.
Annabel offers unique expertise gained across a wide range of
geographies, industries and regulators to help clients mitigate
the impact of fraud and misconduct. Annabel’s ability to
lead multi-disciplinary teams and deploy the latest forensic
technology and forensic accounting techniques make her a valuable
addition to the Evelyn Partners team."
Evelyn Partners is a UK-integrated professional services and
wealth management group – formed from the merger of Smith &
Williamson and Tilney. It looks after clients’ combined wealth
and tax needs both personal and business, and has £52.0 billion
($61 billion) of assets under management.
Jupiter Asset Management
UK-based Jupiter Asset
Management has appointed Mathias Müller as head of
international sales. The role is a new one for the firm, a
spokesperson told this news service when asked about the
matter.
Based in Germany, and reporting to global head of distribution,
Warren Tonkinson, Müller will be responsible for the continued
evolution and implementation of Jupiter’s growth strategy across
the global wholesale channel, ex-UK.
Müller will lead Jupiter’s network of regional sales heads, to
foster and build out the company’s client relationships
across all major international markets, and evolve Jupiter’s
international business development plan.
Prior to this role, Müller spent 20 years with Allianz Global
Investors, where he became head of retail/wholesale for
Europe in 2015. He was responsible for the company’s European
retail, wholesale and private wealth business covering new
business development, client service and marketing.