The latest moves in wealth management across the world.
UK wealth manager Brewin Dolphin has promoted experienced financial planner Tom Miller as head of the company’s office in Bristol, the firm said in a statement.
Miller has been with Brewin Dolphin since 2012 and has over 11 years’ experience in financial services, focusing on understanding individual client needs and helping to manage their wealth.
In his new role, he will be leading the office into further growth and development. Miller will be supported by Alex Barrell, who has stepped down from the head of office role, and the team in Bristol.
Crestbridge has hired Gunther Thumann to its Jersey Management Company (ManCo), in a bid to expand the organisation, the firm said in a statememt.
Thumann joins as an advisor and will focus on developing the Jersey ManCo from a strategic perspective.
He was recently appointed as the chairman of Jersey Finance and has previously worked as chief executive and chairman of the board of Brevan Howard Capital Management.
Fairstone, the UK chartered financial planning firm, named Sheriden Davy as group compliance director, with effect from January 2018.
With over 15 years’ experience in the financial services industry, Sheriden has held senior roles at Intrinsic, True Potential and Blackrock, the firm said.
Sheriden joins the team as successor to group operations
director, John Ripley, who will retire in early 2018 after nine
years at the helm of Fairstone’s risk and compliance function.
John will manage a phased handover with Sheriden between January
and March 2018.