The firm is developing its private client segment with a newly-created commercial leadership role.

IQ-EQ announced the appointment of Alex Dean on Thursday - the firm’s first UK head of private wealth,.

Dean is a senior private banker who worked most recently at EFG private bank, where he was responsible for driving client development. According to his public profile, he also spent three years as client director at Rathbones, and before that four years at RBC Wealth Management.  

In the newly-created role he will lead overall commercial development of the segment with a dual focus on UHNWs and their family offices which are primarily London located, IQ-EQ said.

The group, which provides a range of compliance, administration, asset and advisory services to fund managers, multinationals, family offices and private clients  worldwide, has roughly $500 billion of assets under management.
 
“I’m delighted to welcome Alex to the IQ-EQ team and look forward to seeing our UK Private Wealth segment grow and develop under his confident direction,” Steve Soki?, group head of Private Wealth said.
 
Dean holds a master’s in business administration from Edinburgh Business School, a BSc (Hons) in property development and asset management from the University of Salford and a diploma in international trust management from the Society of Trust and Estate Practitioners (STEP). He is also a chartered fellow of the Chartered Institute for Securities and Investment.

Earlier this week, the firm announced that Lawson Conner, the London-based hosting and compliance business which IQ-EQ purchased in 2018, is rebranding under the parent name. In April, IQ-EQ agreed to buy Concord Trust Company, adding to a run of US acquisitions over the past year. That transaction followed IQ-EQ’s purchases of Constellation Advisers (January 2021) and Blue River Partners (June 2020).