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Who's Moving Where In Wealth Management? - Brown Shipley, Millenium Associates, Others

Editorial Staff, 4 June 2020

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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.

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