The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle east and select international locations.
Ocorian, a specialist in fund administration, capital markets, corporate and fiduciary services, has appointed Stevie Christian as head of projects, to enhance client experience.
He will focus on managing a series of complex projects at Ocorian starting with IT, data and systems aimed at enhancing the client experience and journey while streamlining systems and processes to boost efficiency across the group, the firm said in a statement this week.
Based in the Isle of Man, he brings expertise as an operations director, sales director, programme manager and strategic planner, most recently at Equiom Group. Christian will be part of chief operating officer Carole Murphy’s team.
His experience includes a decade in the private sector across banking, yachting and aviation, funds and fiduciary services delivering complex projects with a focus on people and technology enabling delivery in line with strategy and vision.
Welcoming the move, Murphy said “His role will have a major impact on the transformation of our business and the ongoing delivery of value to clients.”
Ocorian has $260 billion in assets under administration, with locations in Bermuda, the BVI, Cayman, Guernsey, Hong Kong, Ireland, the Isle of Man, Jersey, Luxembourg, Mauritius, the Netherlands, Singapore, the UAE, the UK, and the USA.
Evelyn Partners, a wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced that a team from Buckinghamshire-based financial advisors 2hWealthcare will be joining the firm.
Steve Wilson, managing partner and founder of 2hWealthcare, is joining Evelyn Partners as part of a four-strong team through the group’s succession programme. The scheme, which was launched by Evelyn Partners in late 2021, gives financial advisors approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition.
2hWealthcare, which is based in Beaconsfield and was established more than 20 years ago, provides financial planning and investment advice to individuals and corporate clients. As part of the agreement, Wilson, a fellow financial planner and two support staff will join Evelyn Partners.
Welcoming the move, Richard Dawes, head of strategic partnerships at Evelyn Partners, said: “We are continuing to see considerable interest in our succession programme as advisors approaching retirement look to provide a new home for their staff and clients. With our scheme, clients benefit from the investments we have made in our proposition and technology.”
Wilson added: “I have been extremely impressed by the way Evelyn Partners has approached the integration of our businesses and am excited at the potential for the future.”
Evelyn Partners has £52.7 billion ($64.5 billion) of assets under management as at 30 June 2022, ranking as the second largest UK wealth manager measured by EBITDA, with offices across 26 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands.