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Who's Moving Where In Wealth Management? - Brown Advisory, BondIT, Harbottle & Lewis
Editorial Staff
2 June 2021
Brown Advisory Harbottle & Lewis The firm, which specialises in the technology, media and entertainment sectors and private client work, has also promoted associates Clare McGarry, Katrien Roos, Harry Bresslaw and Edward Lane to senior associates. As a new partner, Gold will advise individuals and their representatives on personal asset holding structures, cross-border tax, succession planning, family governance, and philanthropy. She specialises in offshore trusts and the arrangements of entrepreneurs. Board member Aris, who also sits on the management executive committee, will assume overall responsibility for operational activities focused and supporting the lawyers in meeting their client delivery objectives.
Independent global investment firm , a wealthtech firm, has appointed a former Goldman Sachs senior figure, David Curtis, as partner and head of global client business.
In this position, Curtis will lead BondIT’s client expansion globally to meet the growing demand from asset managers, advisors and asset owners for technology.
Prior to this, Curtis spent 16 years at Goldman Sachs Asset Management, where he headed the firm’s UK institutional business. Prieviously, he was head of UK retail at Merrill Lynch Investment Managers (now BlackRock) after several years with Dresdner Kleinwort Benson (as that firm was known at the time).
London law firm has promoted Siena Gold to become a partner in its private client and tax division and Brian Aris as chief operating officer.