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.

Rothschild & Co
Rothschild & Co’s UK wealth management business has appointed Edward Binks in Leeds as a director with immediate effect. He works with Alison Probert, who in 2022 set up and heads the firm’s Leeds wealth management office. 

Binks’ appointment follows those of Tom Fleming and Jessica Pearson, both of whom recently joined as assistant directors. Fleming is based in Leeds and Pearson is in Manchester.

Binks has joined from James Hambros, where he has worked since 2021 advising private clients. He qualified as a chartered accountant in 2006, working initially for KPMG and later qualified as a chartered financial analyst in 2010 while at Newton Investment Management. Binks also spent seven years at Aberdeen Standard Capital, the last 18 months of which were as private client head of the Leeds office.

Fleming has more than eight years’ experience advising private clients, corporates, charities and trusts on suitable investment strategies to meet their long-term needs, most recently for Brown Shipley. Based in Leeds, he works closely with entrepreneurs and family business owners across Yorkshire and the Northeast; he joined Rothschild & Co in February 2025.

Pearson began her career in 2017 at Evelyn Partners in Belfast, where she spent five years advising private clients and families across Northern Ireland, achieving her CISI Chartered Wealth Manager qualification in 2019. After returning to Manchester in 2022, she worked as part of Investec's portfolio management team before joining Rothschild & Co in March 2025. 

Peter Hindle, who joined Rothschild & Co in 2015, founded the UK wealth management regional team in Manchester. With subsequent office openings in Birmingham in 2021 and Leeds in 2022, the integrated regional team now totals more than 20 people.

“Rothschild & Co has many historical links with the rich history of manufacturing and engineering businesses in the North of England dating back to when Nathan Mayer Rothschild first came to Manchester to set up a textiles business in 1799,” Helen Watson, CEO of Rothschild & Co Wealth Management UK, said. “Since opening our wealth management office on the ground in Manchester in 2015, followed by Leeds and Birmingham, we have enjoyed deepening these strong local connections beyond our London head office.”

Rothschild & Co Wealth Management works with the Rothschild & Co Global Advisory business, established in Manchester for 60 years and Leeds and Birmingham for more than 20 years. 

London-headquartered Rothschild & Co said AuM in its UK wealth management business has doubled in the past five years.

Quilter Cheviot
UK-based Quilter Cheviot, a discretionary wealth manager, has just appointed Peter Gorogh as its new head of proposition. He will report to Michelle Andrews, managing director – distribution, proposition and marketing.

Gorogh will lead Quilter Cheviot’s proposition function, working with the distribution team to drive an overarching strategy for propositions aimed at high net worth clients, the firm said in a statement. The role will support the firm’s investment management and financial planning offerings across the UK as well as its international footprint.

Previously, Gorogh spent nearly a decade at HSBC Private Bank, heading the UK investments business management, product development and product management functions. Most recently, in a consulting capacity with Solve Partners, Gorogh worked with JM Finn as interim head of proposition, and with Rathbones on the merger between Rathbones and Investec Wealth & Investment.

Quilter is a wealth management business, overseeing £119.4 billion ($153 billion) in customer investments. It has an advisor and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. The business has two branded  segments: Quilter and Quilter Cheviot.

MASECO
MASECO Private Wealth, a UK-based firm which specialises in serving the needs of people with US links, has named seven new partners: Damian Barry, Patrick Bowen, Marc Cane, Ollie Cutting, Stephen Johnson, Kyle McClellan and Cormac Naughten. 

Damian Barry, MASECO’s chief investment officer, joined in 2022. Cane is the head of compliance; Bowen, Cutting, Johnson and McClellan are senior wealth managers. Naughten is head of MASECO Institutional, its discretionary fund management arm.

The business was established in June 2008 by a team of US expats in London who had worked at Citigroup. They founded the firm to make it easier for expats to gain access to financial services outside the US. MASECO founded its Asian business in 2016.