The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

Evelyn Partners
Evelyn Partners, a wealth management and professional services group, this week appointed Sam Whatsize as a financial planner in the firm’s Nottingham office, as part of its expansion in the East Midlands. 

He is the third financial planner to join the office in the past six months, following the appointments of Alex Morton and Nick Parkes, the firm said in a statement.  

He is joining from Brown Shipley where he worked as a financial advisor in the firm’s Nottingham office, supporting clients with financial planning, including advice on investments, pensions, life insurance and inheritance tax planning.

Prior to Brown Shipley, Whatsize was a financial planning manager at Santander, the firm added. 

He will be based at Evelyn Partners’ Nottingham office, which offers clients a range of financial services including investment management, investment advisory and financial planning from highly-qualified experts.

Welcoming him to the firm, Craig Richards, head of Evelyn Partners’ Nottingham office, said: “He joins at an exciting time for our business as we continue with our ambitious strategy of expanding our presence in the East Midlands.”

“His appointment enables us to provide holistic financial planning advice to even more clients,” he added.

Whatsize stressed: “I feel that my previous experience in bank assurance and private banking has allowed me to develop the skills to offer the highest level of service to my clients.”

Evelyn Partners is a UK wealth management and professional services group, created following the merger of Tilney and Smith & Williamson, with £52.7 billion ($61 billion) of assets under management.

Ocorian
Ocorian, a specialist in corporate and fiduciary services, fund administration and capital markets, this week promoted Michael Betley to global head of private clients to focus on growth.

Based in Guernsey, he is succeeding Nick Cawley who is moving to a newly-created role in the business, setting up and chairing a global private client advisory board which will monitor industry trends and advise on strategic priorities for Ocorian’s growing private clients service line.

In addition, Cawley will become a non-executive director of Ocorian as well as being an ambassador for the private clients business, the firm said in a statement.

Betley joined Ocorian in November last year when it acquired Trust Corporation International which he founded in 2003. He has worked in London and Guernsey as a lawyer and has been an executive and non-executive director of several regulated businesses. He and Cawley will report to global head of service lines Mike Hughes.

Welcoming the move, Hughes said: “Michael is a well-known and respected leader in the private clients market and therefore a natural successor for the business.”

“We have a global ambition for our private clients service line and will continue to focus on growing it,” he added.

Cawley added: “I am delighted to be handing over to Michael and [to be] moving to a new role within Ocorian where I can continue to support the private client business.”

Ocorian has $260 billion in assets under administration, with a network of offices across the world, including 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.