People Moves

Who's Moving Where In Wealth Management? – HSBC Asset Management, Mishcon De Reya, Saltus

Editorial Staff, 15 February 2022

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The latest moves and appointments in UK wealth management, the rest of Europe, the Middle East and select international locations.

HSBC Asset Management
HSBC Asset Management  has appointed John Dewey (pictured) as head of alternative solutions, HSBC alternatives.

Dewey will be based in London initially and will report to Joanna Munro, chief executive officer, HSBC alternatives.

In the newly-created role, he will be responsible for leading business development for HSBC alternatives, working with the alternatives business heads and the asset management sales teams.

Given the expansion of HSBC AM’s activities in Asia, Dewey will relocate to Singapore later this year to take on the additional role of regional head of alternatives, subject to regulatory approval, the firm said.
 
“We have seen significant growth in our alternatives capabilities in recent years and are building out our Asia and sustainability strategies. John’s extensive experience with alternative solutions will be crucial in helping us bring these to our clients,” Munro said.
 
The firm established a new direct real estate team in Singapore led by Victoria Sharpe, managing principal and head of real estate, Asia-Pacific, who joined in September 2021. The team is responsible for the strategic growth of the firm’s real estate platform across Asia-Pacific. 

Mishcon de Reya
Law firm Mishcon de Reya has appointed David Whittaker as a new partner who is joining the firm's tax and wealth planning group in London.

Whittaker is recognised for his expertise in managing both contentious and non-contentious multi-jurisdictional matters for ultra-high net worth individuals, families, international financial institutions, trustees and private

He has been listed as a "Rising Star" in the Legal 500. Whittaker’s experience includes advising on cross-border personal and trust taxation, international asset structuring, pre-immigration and succession planning, as well as family disputes, trust litigation and UK and foreign tax investigations. 

Previously, Whittaker was with Baker McKenzie's wealth management team.

Saltus
Saltus, the London-based family boutique, has appointed Alex Spreckley as managing director of financial planning as the firm increases its advisory proposition.

With more than 20 years’ experience in wealth management and financial planning, Spreckley will enhance client experience and take Saltus to chartered status. He will also play an integral part in Saltus’ growth strategy, supporting the business throughout its next stage of growth with a particular focus on post-M&A integration, the firm said.

A chartered wealth manager, chartered and certified financial planner with qualifications in pension, long-term care and equity release planning, Spreckley started his career as a paraplanner at Mitchell & Company. He has also worked as an independent financial planner at Origen Financial Services, and spent five years as a senior wealth manager at Alexander Forbes before moving on to wealth planning at Killik & Co.

In 2012, he joined Handelsbanken Wealth & Asset Management, moving into regional leadership in 2017 and to executive level leadership two years later; his most recent role was head of wealth management.

“Not only does Alex share our passion for high-quality client services, but he also has a wealth of experience in implementing the policies and strategies required to deliver growth. He will play an integral part in our ambitious plans, including our M&A strategy to buy great like-minded firms and our campaign to become chartered,” Jon Macintosh, managing partner of Saltus, said.

“Saltus are committed to improving the lives of their clients by means of their finances, utilising technology in harmony with a people-led approach. It’s a can-do culture and I can’t wait to get started,” Alex Spreckley, managing director of financial planning at Saltus, said.

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