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Who's Moving Where In Wealth Management? – Carey Olsen, Oak Group, Cazenove Capital, Others
Editorial Staff
6 July 2022
Carey Olsen Cazenove Capital
in Bermuda has appointed Matthew Grigg to join its corporate practice as a partner – the second partner hire for the corporate team in the past year.
Grigg is joining Carey Olsen after 25 years with Clifford Chance in London, the past 17 of which have been as a partner. He has particular expertise in structured finance and financial products, structured debt, derivatives and offshore corporate structuring. Grigg also advises clients on regulatory change, collateral arrangements, restructuring and all forms of sales and trading documentation.
Carey Olsen Bermuda Limited is a company limited by shares incorporated in Bermuda and approved and recognised under the Bermuda Bar (Professional Companies) Rules 2009.
Oak Group
in the Isle of Man has appointed Diane Clarke (pictured) to lead its private client service team. The group she leads delivers bespoke structures to high net worth private and corporate clients.
Clarke, who has more than 30 years’ experience in the finance industry, has extensive knowledge of private client structures investing in a wide variety of asset classes. Prior to joining Oak, she held senior and board positions at a number of leading fiduciary providers in the Isle of Man, most recently at Crowe Trust Isle of Man Limited. Clarke is an associate of the Chartered Governance Institute UK & Ireland.
She is succeedimg Peter Vernon-Browne who recently retired from the business, the firm said in a statement yesterday.
has added to its private banking and wealth management teams in Frankfurt and Karlsruhe. Melanie Berger and Lorenzo Reina Betancor in Frankfurt have joined the financing division in wealth management and private banking.
Berger is a credit specialist who started her career at Dresdner Bank in 2002; Betancor is a private banking financing specialist. Both joined from Commerzbank.
“We want to position ourselves as one of the leading banks in German wealth management and private banking establish. Because complex assets not only require first-class management: In the centre our advice is always the wellbeing of our customers and that of their families. Therefore we attach particular importance to excellent advice,” Carsten Kahl, head of wealth management and private banking for Germany, said.
In Frankfurt am Main, the firm has appointed former Deutsche Bank figure Sebastian Goeritz, who has worked in the industry since 2003.
Michael Heim has also joined HypoVereinsbank, entering the firm late last week. He has more than 20 years of industry experience, during which he held various consulting positions at Dresdner Bank and Commerzbank. Most recently, he worked there as an investment manager in Wealth Management Karlsruhe.