The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and select international locations.
Close Brothers Asset Management
Close Brothers Asset Management has made five new senior investment hires to expand its investment management offering in the South East of England.
Based across London and Chichester, James Nield is joining the firm as a managing director whilst Robert Clough, Tim Harman and Simon Heathcoat Amory are joining as investment directors, and Joe Boxall will be joining as an investment manager, the firm said. They are all coming from Sanlam Private Wealth and Rathbones, the firm added.
Welcoming them to the firm, Giles Marshall, head of bespoke at Close Brothers Asset Management, said: “CBAM is dedicated to expanding its regional presence, and this will remain a strategic priority over the coming years. We believe that our clients continue to value a personal and local connection with their investment managers. Already well established in the region, they will be able to provide a high quality service to our clients across the South East of England."
Close Brothers Asset Management provides a full range of advice, investment management and self-directed services to private clients and professional advisors. It has offices in London, Bristol, Chester, Manchester, Gatwick, Newcastle, Midlands, Farnham, Northwich, Edinburgh and Glasgow.
Allspring Global Investments
Allspring Global Investments, an asset manager with more than $541 billion in assets under management, appointed Charlie Wilson as head of financial institutions for the UK and Switzerland.
Wilson, who brings over 25 years of experience working for global asset managers, leading business development and sales strategy across Europe, will be responsible for expanding Allspring’s financial intermediary distribution business and servicing a growing portfolio of wholesale and retail intermediary clients, the firm said.
Before joining Allspring, Wilson worked as head of European accounts at PGIM Investments, within the Global Financial Institutions Group at Investec Asset Management, and in a senior sales role at Lazard Asset Management.
Excited to be joining the firm, Wilson said: "The company has an impressive array of investment capabilities with proven expertise in fixed income, equities and multi-asset solutions. It also has a distinctive approach to sustainable investing with truly differentiated solutions co-architected with investors to navigate for the future”.
haysmacintyre, a firm of chartered accountants and tax advisors, has appointed Natasha Frangos as the its new managing partner, starting from 1 July 2022.
Taking over from Jeremy Beard, who has led the firm for the past three years, Frangos is the first female managing partner at haysmacintyre, one of only a few top 30 accountancy firms which have a woman in this position, the firm said. Having been a partner for 13 years, Frangos sits on haysmacintyre’s management board as the firm’s head of corporate, a post she has held since 2019. Previously, she was head of creative media and technology for nine years; she first joined haysmacintyre as a trainee in September 2000.
Highlighting her priorities, Frangos said: "In alignment with our strategy, my key focus areas are attracting, developing and retaining talent, the continuous development of our partners, along with delivering initiatives that will increase efficiencies and profitability and help us adapt to the evolving landscape we now face, ensuring we remain continuously relevant and enticing to our clients.”
Suntera Global, a multi-jurisdictional provider of corporate, fund and private wealth services, has appointed Dan Bisson as managing director of its operations in the Channel Islands.
In his new role, Bisson will oversee the ongoing evolution and growth of Suntera Global in both Jersey and Guernsey, leading a 130-strong team delivering a broad range of private wealth, fund and corporate services.
As part of the group’s senior management team, he will ensure that the Channel Islands proposition complements Suntera Global’s footprint spanning the Bahamas, the Cayman Islands, Hong Kong, the Isle of Man, Luxembourg, Malta and the US, the firm said.
Prior to his new role, Bisson was the managing director of Nedgroup Trust, which was acquired by Suntera Global in April 2022, where he led the trust management committee and was a member of the private wealth executive committee. Based in Guernsey and with over 20 years’ experience in the global fiduciary and corporate sector, Bisson was previously employed at Butterfield Trust. He also spent nine years at RBC Wealth Management International where he served in a number of senior strategic roles including managing director of wealth preservation and family governance, and head of fiduciary management.
Welcoming his appointment, Bisson said: "Building on the recent acquisition of Nedgroup Trust, we continue to grow our corporate headquarters in Jersey and at the same time, have exciting plans to strengthen and expand our operation in Guernsey.”
Global professional services provider JTC has made internal senior appointments to its Institutional Client Services and Private Client Services teams in Jersey as it drives further growth in 2022.
Helier Le Main has been made head of ICS, while Mark Fleming and Jodi Hill have both been made deputy head of PCS in the jurisdiction, the firm said. The appointments form part of JTC’s focus on growing its multi-jurisdictional proposition for fund managers, institutions, private clients and family offices.
In his new role, Le Main will be responsible for the development and performance of the Jersey ICS division including employer solutions, funds and corporate services. He led the Employer Solutions team in Jersey, Guernsey, Edinburgh and London, which joined JTC in 2021. Previously, he served in a range of senior roles at RBC.
Fleming and Hill’s new roles will be supporting Paul Weir who heads up the European Private Client team and is also the managing director of JTC’s Jersey office, the firm said. Both Fleming and Hill joined JTC through acquisitions. Fleming was previously at Sanne where he headed up the Jersey private client business, and Hill was at Merrill Lynch where she was chief trust officer, based in Geneva.