Who's Moving Where In Wealth Management? - Guernsey Finance, Payne Hicks Beach, Others

Editorial Staff

2 March 2021

Guernsey Finance
, the UK financial planning and wealth management group, has appointed Peter Coleman as chief commercial officer.

Coleman will take executive accountability for Succession Group and Succession Advisory Services covering all financial planning, platform and investment services. He will report to Succession’s CEO, James Stevenson.

In his 20-year career across the financial advice sector, Coleman has worked in a variety of leadership roles, building a track record of delivering profitable business growth. He joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning. He was previously the financial planning and strategy director for Prudential Financial Planning and prior to that, chief executives of Positive Solutions.

With a team of 600 people, including 180 financial planners, the firm caters to more than 16,000 clients. Collectively, it looks after £7.5 billion ($10.45 billion) of clients’ wealth.

Enness Global Mortgages
, the ultra-high net worth mortgage broker, has appointed Nigel Le Quesne as non-executive chairman. He will also acquire an equity stake in the business.

Enness, which was founded by Islay Robinson and Hugh Wade-Jones in 2007 and employs 35 staff, has offices in London, Monaco, Jersey, Dubai, Ibiza and Geneva.

The business’s day-to-day running remains with CEO Islay Robinson in London and managing director Hugh Wade-Jones in Monaco, with Le Quesne providing guidance and support for their international growth plans. Le Quesne is the CEO of JTC.