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

Stonehage Fleming
Stonehage Fleming, a multi-family office in the process of being taken over by US-based Corient, has announced that Gerrit Smit, founder and lead portfolio manager of the $4 billion Stonehage Fleming Global Best Ideas Equity Strategy (GBI), will become chairman of the group’s Global Equity Management business and its investment committee unit, effective 14 April 2026.

“We are delighted that Gerrit is becoming chairman in April to lead the Global Equity Management business through the next stage of its growth and development,” Graham Wainer, CEO Investment Management, said. "There is no better or more knowledgeable person to take on this crucial role.”

Carolyn Bell, currently deputy portfolio manager of GBI, will then succeed Smit as lead portfolio manager, taking on the responsibility for the daily management of GBI and other collective vehicles with the same investment strategy.

Bell joined Stonehage Fleming Investment Management (SFIM) in April 2024 and became deputy portfolio manager of GBI in October 2024. She has 17 years’ industry experience, having previously been an investment manager at Aegon Asset Management, managing a number of strategies covering US and global equities, and technology. Prior to Aegon, she spent five years as an investment analyst at Baillie Gifford.

“Carolyn has been an important member of the team since joining the business and has been integral to the development of GBI in her role as deputy portfolio manager...Carolyn is the right person to succeed me on the strategy when I transition to chairman, bringing to bear her deep industry expertise and experience working with the GBI investment team,” Gerrit said.

Stonehage Fleming Equity Management is a quality growth equity boutique within the wider Stonehage Fleming Investment Management business, based in London.

TrinityBridge
UK asset manager TrinityBridge, formerly known as Close Brothers Asset Management, has appointed Tom Miller as head of bespoke investment management, based in the company’s new London headquarters in Marylebone. Miller, who has more than two decades of expertise in financial planning and wealth management, will lead TrinityBridge’s 80-strong team of investment managers, driving the company’s organic growth strategy.

Miller joins from RBC Brewin Dolphin, where he was most recently the regional head for the South-West and Wales. Prior to this, he served as the head of the Bristol and Cheltenham offices, having joined the firm in 2012 as a financial planner. Before RBC Brewin Dolphin, Miller was a financial planner at Hargreaves Lansdown for six years, and served as the financial director at a Bristol-based company before this. A Chartered Fellow of the Personal Finance Society, he has extensive experience in helping clients identify their financial goals and build strategies to achieve them.

Also joining the business, is Nathanael Pinder who will step into the role of chief commercial officer leading a new commercial function. Both Miller and Pinder will sit on the firm’s executive committee.

“With a long and successful career in the industry, Tom brings strategic expertise and proven leadership,” Nigel Stockton, TrinityBridge CEO, said. “Our new commercial function will ensure the business is focused on growth and future success. These appointments are another exciting step as we focus our efforts into building our business as a leading independent wealth management firm.”