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Who's Moving Where In Wealth Management? – Credit Suisse, Evelyn Partners, Others
Editorial Staff
14 July 2022
Credit Suisse Asset Management Dechert According to EisnerAmper, Richmond has 15 years of experience in tax planning and compliance in various areas of domestic and international taxation. He works with wealthy international families, trusts, family-owned corporate and partnership entities as well as entrepreneurs in a variety of industries. His international expertise includes voluntary disclosures and delinquent filing programs, US real estate investments by non-residents, foreign trusts and estates, and pre-immigration/expatriation planning. Additionally, he provides both planning and income tax, and FATCA compliance to domestic and international estates and trusts, the firm said in a statement. Welcoming him to the firm, Michael Laveman, national partner-in-charge of EisnerAmper’s Tax Services Group, said that with the tremendous growth in the Florida marketplace and its central role as an international gateway, Richmond's addition to the team will bolster the firm's growing tax and consulting practice in the region. (The stories on the EisnerAmper and Dechert appointments were reported yesterday in Family Wealth Report, sister news service, and repeated here as they have international significance.)
, a wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has appointed Matt Dickinson as the firm’s first Cornwall-based investment manager.
Dickinson began his career in the financial industry in 2003, quickly advancing to become a risk assessor for a US multinational before securing a place as a derivatives trader, the firm said. From there, he went on to join the Truro branch of Charles Stanley in 2012 before moving to Walker Crips in 2015. Dickinson will continue to specialise in constructing and managing portfolios for private clients and their families, companies, charities and trusts directly and via the region’s financial advisers.
He will formally be part of Evelyn Partners’ Exeter office at Sterling Court in the heart of the city, which offers clients across the West Country locally delivered, personal financial planning and investment management services, the firm added. However, he will remain based in Cornwall and have a particular focus on growing the firm’s presence in the county.
Welcoming him to the team, Mark Wilkins, head of Evelyn Partners’ Exeter office said: “Since we added a locally-based investment management capability in Exeter for the first time last year, we have seen growing demand for this service from our clients.”
Evelyn Partners is a UK wealth management and professional services group, with £55.8 billion ($66.7 billion) of assets under management as of 31 March 2022, ranking as the second largest UK wealth manager measured by EBITDA.
has appointed Ben Richmond as a partner in its Personal Wealth Advisors Group, to boost the firm's presence in the region.