People Moves

Who's Moving Where In Wealth Management? - Brown Advisory, BondIT, Harbottle & Lewis

Editorial Staff 2 June 2021

Who's Moving Where In Wealth Management? - Brown Advisory, BondIT, Harbottle & Lewis

The latest senior moves in wealth and asset management from across Europe and the UK.

Brown Advisory
Independent global investment firm ">Brown Advisory has appointed Rosanna Arikoglu and Alexander Bottenheim as portfolio managers in its UK private client and charity team to support international expansion. The US privately held firm manages over $115 billion globally, $3 billion of which is managed for private clients and charities.

Arikoglu is joining from Smith and Williamson where she was an associate director and spent a number of years looking after private clients and charities. She sat on the fund selection committee and was a member of the responsible investing team. She started out as an analyst in global markets at HSBC.

Bottenheim is joining from Stonehage Fleming Investment Management where he spent a decade in analyst, portfolio management and most recently, director roles advising UK UHNWs and international families and family offices. Before that, he was a solicitor working in London and Berlin for K&L Gates, specialising in cross-border M&A transactions and capital markets. Bottenheim was admitted to the New York State Bar in 2008 and is also a CFA Charterholder.

The hires bring the total number of London-based colleagues to 60.

BondIT, a wealthtech firm, has appointed a former Goldman Sachs senior figure, David Curtis, as partner and head of global client business.

In this position, Curtis will lead BondIT’s client expansion globally to meet the growing demand from asset managers, advisors and asset owners for technology. 

Prior to this, Curtis spent 16 years at Goldman Sachs Asset Management, where he headed the firm’s UK institutional business. Prieviously, he was head of UK retail at Merrill Lynch Investment Managers (now BlackRock) after several years with Dresdner Kleinwort Benson (as that firm was known at the time).

Harbottle & Lewis
London law firm Harbottle & Lewis has promoted Siena Gold to become a partner in its private client and tax division and Brian Aris as chief operating officer.

The firm, which specialises in the technology, media and entertainment sectors and private client work, has also promoted associates Clare McGarry, Katrien Roos, Harry Bresslaw and Edward Lane to senior associates.

As a new partner, Gold will advise individuals and their representatives on personal asset holding structures, cross-border tax, succession planning, family governance, and philanthropy. She specialises in offshore trusts and the arrangements of entrepreneurs.

Board member Aris, who also sits on the management executive committee, will assume overall responsibility for operational activities focused and supporting the lawyers in meeting their client delivery objectives.

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