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

Odyssean Capital
London-based Odyssean Capital has appointed Lindsay Dibden (pictured) as chair, subject to approval by the Financial Conduct Authority. He replaces Ian Armitage who had been the non-executive chairman since September 2017.

Dibden sits on the Odyssean Capital advisor panel as a healthcare sector specialist. He spent 23 years in private equity investment and was a founding partner of HgCapital, establishing its healthcare practice in 1996, which he led for 16 years. During his career, Lindsay was involved in more than 30 transactions.

He is a co-founder of 24Haymarket, a business engaged in active investment in early-stage businesses. In addition, he acts as an advisor to Atlas Health Capital, EVOCO AG and Gyrus Capital as well as actively managing a diverse portfolio of other investments.

“I know him [Dibden] to be a consummate, experienced, and successful investment professional. He knows how to work with talented and independently minded people and how to bring out the best in teams.” Armitage said. “With his career in direct investing in illiquid companies, he naturally understands the power of aligning interests, having skin in the game and the benefits this approach delivers to Odyssean’s clients.”

Stuart Widdowson, managing partner at Odyssean Capital, added: “Since joining in September 2017, his [Armitage’s] leadership, perspective, and steady guidance have played an important role in establishing and shaping the firm’s culture, development, and success through many challenging times. It has been a privilege to work alongside him, and his influence leaves a lasting mark on the business.”

Odyssean Capital LLP – a joint venture between Stuart Widdowson and Harwood Capital Management – acts as portfolio manager to Odyssean Investment Trust PLC. Odyssean Capital LLP is authorised and regulated by the Financial Conduct Authority.

Boodle Hatfield
Boodle Hatfield, a private wealth and real estate law firm, has unveiled its latest round of promotions, recognising two lawyers promoted to partner and five to senior ssociate, with immediate effect.

Clare Pooley and Michael Duffy (pictured below) have been promoted to partner in the private client and tax team. Pooley has an international practice advising high net worth individuals, families, and family offices on wealth preservation, succession planning, and governance strategies. Duffy advises on domestic and offshore private client matters, focusing on complex trust structuring and governance as well as cross border succession planning.

Clare Pooley

Michael Duffy

The senior associate promotions include individuals from the private client and tax, litigation and property teams. In private client and tax, Alex Gamble covers international and domestic tax and succession planning for UHNW individuals, families and trustees, while Jessica Woollard specialises in domestic and international trust and estate disputes.

In the litigation team, Emilie Bladon and Rosie Larwood are experienced commercial litigators with special expertise in arts disputes. In the property team, Nick Salmon advises on commercial real estate, including acquisitions, disposals and portfolio management, as well as related finance and corporate support work.

"These well-deserved promotions reflect the strength and depth of talent across the firm,” senior partner, Andrea Zavos said. “Those promoted have each demonstrated excellent judgement, technical expertise, and a strong commitment to client service. We look forward to seeing them continue to develop their careers whilst contributing to the firm’s success.”

The Independent Investment Management Initiative
The Independent Investment Management Initiative (IIMI) has announced that Dani Hristova will step down CEO of the IIMI in June to pursue other interests in the industry. However, she will remain involved with the organisation as a member of the board. In the meantime, the IIMI is actively recruiting a new CEO.

“Dani has achieved an incredible amount with the IIMI over her tenure as CEO, working with our members to support best practise, launching the IIMI Women’s Network and working tirelessly to promote the role and needs of boutique investment firms with the regulator and Treasury,” Sebastian Stewart, chair of the IIMI said. 

Hristova added: “It has been a privilege to serve as CEO of the Independent Investment Management Initiative over the past three years. I am incredibly proud of what we have achieved – building a strong, credible platform that champions the role of independent investment managers and amplifies their voice across the industry.

“From expanding our membership and network to elevating the quality and visibility of our work, the progress we have made is a testament to the passion and commitment of everyone involved. I remain deeply committed to the mission of the organisation and firmly believe it has an important role to play in shaping the future of the investment management landscape.”