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Who's Moving Where In Wealth Management? Oddo BHF, UBS, Other

Editorial Staff

20 November 2018

JTC
London Stock Exchange-listed private wealth, fund and corporate service provider as a managing director and client adviser in the Ultra High Net Worth (UHNW) team. The move is to bolster UK business as the number of clients is rising, driven principally by the success of UK entrepreneurs, the company said.

Jones spent 30 years at Coutts advising high profile and entrepreneurial clients across sectors including sports and entertainment, private office and, more recently, the Coutts crown dependencies businesses. Most recently, he was head of international for Coutts’ Europe and Americas division.

He will report to James Whittaker, head of UK UHNW, who said: “UHNW is a key growth area for UBS Global Wealth Management and strategic hires like Adrian demonstrate this commitment."

The Chartered Institute for Securities & Investment (CISI)

The global financial planning and wealth management body , the international professional services provider, has appointed Nick Evans to the new role of global chief operating officer. 

Reporting to global CEO, Sheila Dean, Evans will be responsible for the day-to-day operation of the company.

Previously head of mergers and acquisitions at Equiom, Evans led its acquisition growth strategy and forming strategic relationships in Europe. With more than 25 years’ experience in banking and M&A, he oversaw a number of acquisitions before moving to this new position.