People Moves
Who's Moving Where In Wealth Management? - Brown Shipley, Millenium Associates, Others
The latest moves in senior wealth management from across Europe.
Brown Shipley
Quintet Private Bank subsidiary Brown Shipley has
appointment Ben Lamers as a client director in the London office,
reporting to team lead Michelle Coulson.
The former Julius Baer private banker will be responsible for developing new client relationships alongside a team of front office advisors and support colleagues, the UK group announced yesterday. Lamers spent 14 years at Julius Baer, where he was an executive director advising high net worth clients. Prior to the merger of Merrill Lynch and Julius Baer, Lamers held a number of posts at Merrill Lynch, including vice president and investment consultant.
Millenium Associates
Management-owned Millenium
Associates has appointed Ariel Sergio Goekmen-Davidoff to
join its global advisory board from 1 June 2020. The
Swiss/UK-based M&A and corporate finance advisory said
Goekmen-Davidoff will bring expertise in real estate, family
firms and offices, and succession and wealth planning to the
advisory role. He will also support Millenium’s entrepreneurial
advisory services team and financial services offering, the group
said.
Goekmen-Davidoff has spent three-plus decades in private banking, most recently on the executive board at Schroder & Co in Switzerland and before that as CEO of Kaiser Partner Privatbank in Vaduz. His regional focus across Northern and Eastern Europe, including Russia, has primarily been supporting wealth planning for UHNW families and entrepreneurs. Goekmen-Davidoff called out Millenium's “independence and lack of conflicts” in bringing value to clients “regardless of industry sector or geography.”
T Rowe Price
Michael Walsh has joined T Rowe Price as
solutions strategist for Europe, the Middle East, and Africa
(EMEA). The $1.13 trillion global asset manager has made the move
to strengthen its multi-asset solutions team, where Walsh will
help design and manage investment solutions, it said. The
multi-asset division manages around $293 billion in assets. Walsh
will be based in London and report to Yoram Lustig, head of
multi-asset solutions for EMEA and LatAm.
Before joining T Rowe Price, Walsh was senior strategist (EMEA) at UBS Asset Management. He has also been in various posts at Old Mutual Global Investors, Legal & General Investment Management, BlackRock and Mercer.