People Moves
Who's Moving Where In Wealth Management? – Evelyn Partners, Kingswood
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
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.”
Kingswood Holdings
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.