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 manager Evelyn Partners has appointed Finn Quinn as an investment manager, expanding its presence in the South East.
Joining from Brooks Macdonald, where he has worked in investment management for seven years, Quinn is continuing the growth of an office that has already welcomed five new financial planners this year, the firm said in a statement.
He will look after a combination of his own clients, as well as those introduced by independent financial advisors and the local Evelyn Partners team of financial planners.
Welcoming him to the firm, Paul Heslop, Evelyn Partners’ managing partner at the Bracknell office, said: “This year’s volatility in financial markets has highlighted the importance to those with significant investments of accessing expertise and reassurance. Finn will help to meet the growing demand for such investment advice.”
Quinn added: “It’s fantastic to be joining the experienced and talented team at Evelyn Partners and I look forward to building relationships both internally and externally.”
This week, Kingswood, an international wealth and investment management group, appointed Gemma Godfrey and Jane Millar to the board of Kingswood Holdings as independent non-executive directors.
Godfrey is a non-executive director and advisor, having founded two digital businesses, acquired by or built on behalf of publicly-listed organisations, the firm said in a statement.
She specialises in helping businesses digitise and de-risk the
delivery of new services. She is on the boards of publicly listed
and private equity backed companies, for which she is a member of
remuneration, risk and audit committees focused on ESG. She was
also the head of investment strategy for Brooks Macdonald and,
prior to this, chaired the investment committee for Credo
Capital, the firm added.
Millar has over 30 years of financial services experience as a non-executive director, and in board and chief executive officer roles across the wealth management industry, the firm said. She has led large-scale change and has a wide depth of experience across digital, operational and strategic roles. She is passionate about how the power of digital enablement brings large benefits to clients and organisations. She led the integration of two investment management businesses at Investec Wealth and Investment where she was also a board director, the firm added.
Welcoming the move, David Hudd, chairman said: ”We are absolutely delighted to announce their appointments. Godfrey has an extensive background across the wealth management industry and her experience as a fintech founder and CEO of digital businesses will be paramount in supporting our growth and digital transformation in support of our client-centric culture.”
“Similarly, Millar with her vast experience in the wealth management industry and of large-scale integrations, operations and digital will position us well as a key advisor through our buy and build strategy. These are important appointments in supporting our growth and ambitions,” he added.