People Moves

Who's Moving Where In Wealth Management? - SSGA, Stonehage Fleming, Others

Editorial Staff, 27 June 2018

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The latest moves in wealth management across the UK, Europe, the Middle East and Africa.

State Street Global Advisors
State Street Global Advisors, the asset management arm of State Street, has appointed Marcus Miholich as managing director and head of capital markets for Europe, the Middle East and Africa, and Asia-Pacific regions.

Miholich will continue to be based in London and report to Tim Coyne, global head of capital markets for the global SPDR business.

Miholich joined the global SPDR business in October 2017 from Haitong Securities, where he was managing director.  He was most recently responsible for State Street exchange-traded funds' Nordic business development strategy. 

Stonehage Fleming
Stonehage Fleming, the independently-owned family office, has appointed Paul Matthams as partner within the family office division in Jersey.

Matthams joins from offshore law firm Carey Olsen, where he has been a partner for nearly 20 years.

He has over 30 years of experience in the Jersey financial services industry both as a lawyer and as a professional trustee. He has advised individuals and companies on trusts, estate planning and pension issues, and has acted for high-net-worth individuals and families, family offices, and private trust companies.

Gonet & Cie
Swiss private bank Gonet & Cie has appointed Jean-Marc Fellay as chief executive of Gonet Bank & Trust in Nassau, The Bahamas, to take effect from mid-July.

The firm has also appointed Patrick Feuz as executive chairman, and Patrick Guye-Bergeret, Juan Carlos Hofer and Matthias Krull as managing directors in Nassau.

Fellay has been chief operating officer and Deputy CEO of Julius Baer Bahamas for the past 11 years, previously with ABN AMRO and EFG. Feuz has been CEO of Julius Baer Bahamas since 2011,and previously with Julius Baer in Geneva, Credit Suisse and UBS.

Guye-Bergeret has been senior relationship manager at Julius Baer Bahamas since 2011, and previously with Julius Baer in Geneva and UBS. Hofer has been senior relationship manager at Julius Baer Panama since 2015, and previously with Julius Baer in Montevideo and UBS. Krull has been senior relationship manager at Julius Baer Panama since 2016, and previously with Julius Baer in Caracas and Zurich, Credit Suisse and UBS.

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