The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.
This week, UK wealth advisory firm Artorius has appointed Kausar Sahab and Ray Keatley as a wealth planner and lending partner respectively.
Sahab, who has 20 years’ experience as a financial planner, previously worked at St James’s Place Wealth Management and more recently at Lucas Fettes, the firm said in a statement.
As well as being a fully-qualified accountant, Sahab is a chartered financial planner and a fellow of the Personal Finance Society, the firm added.
Welcoming the move, Sahab said: “In my short time, I am amazed at the various talents we have in this business and feel extremely lucky to be surrounded by people with such potential and commitments.”
Head of wealth planning Jane Fowke added: “Her multijurisdictional and tax expertise will be invaluable in supporting our team with our internationally mobile and complex clients.”
Keatley has 14 years’ experience in financial services, most recently as a private banking manager at Handelsbanken managing and developing a diverse portfolio of clients.
On his appointment, Keatley added: “The credit and lending team I have joined is a real value-add for Artorius’ clients and I look forward to working with the wider team whose professionalism and desire to put clients’ interests first is apparent.”
Head of credit and lending, Justin Minien said: “He has successfully built a book of high net worth clients from scratch which is a testament to his high service levels and knowledgeability around complex lending solutions especially in property and estates. He will be a valuable asset to the team, especially at this crucial time where clients are facing unprecedented volatility in the rate environment and want to review their options.”
UK wealth manager Evelyn Partners has invested in its retail investing platform Bestinvest this week with a number of strategic marketing and commercial appointments.
Following his project management of Bestinvest’s transformation, from a conventional do-it-yourself investing platform to a hybrid proposition with best-in-class digital features and free in-person investment coaching, Oliver Plant has been appointed head of Bestinvest, the firm said in a statement.
Welcoming the move, Evelyn Partners’ chief marketing officer Simonetta Rigo said: ‘It’s been an incredible year which has seen the successful relaunch of Bestinvest under his expert guidance. Since then, we’ve been delighted with the reception of our new proposition from not just Bestinvest clients but also sectoral commentators, platform analysts and comparison services."
Rigo added: "We’re continuing to make waves as people discover Bestinvest’s unique range of features and services, including the free investment coaching. Plant and his team are really driving the project forwards, with a big focus on the app."
As well as continuing to develop the Bestinvest proposition, and helping Simonetta Rigo lead its marketing drive, Plant has been busy building up the Bestinvest commercial team.
The following new appointments have also been made: Martin Pezet as head of Bestinvest Marketing. Having spent the last six years boosting growth at AJ Bell Youinvest, he brings industry experience across marketing channels, driving new customer acquisition, and he will increase the awareness and salience among the firm's key audience base.
Louise Revell, who has also been appointed as head of Bestinvest Proposition, is joining from global management consultancy Oliver Wyman. With her experience of helping both traditional financial services and fintech firms to address their most pressing issues, she will lead the growth and further differentiation of Bestinvest, the firm added.
Will Pointing, who has been appointed as Bestinvest Partnerships' performance and pricing manager, has undertaken similar roles in the past at NewDay, WPP and MoneySuperMarket, the firm said. With his experience of running innovative fintech partnerships using performance-driven analytics, he will maximise commercial opportunities with a range of new initiatives.
Welcoming them to the firm, Plant said: "We believe we are offering retail investors something new, which also happens to be great value, and these appointments demonstrate not just our determination to build on its initial successes but also the wider business’s belief in Bestinvest."