At Rathbones, Gregson will be responsible for building new relationships and supporting existing advisor clients across the west of England, including Bristol, Bath, Birmingham, South Wales, Cornwall and Devon. She will work alongside Ben Johnson, head of regional sales.

Gregson is joining from Jupiter Asset Management where she was a sales support executive with responsibility for assisting the directors in all aspects of their work and in running client events. 

Welcoming her to the firm, Wellings said: “She has developed considerable experience in supporting a growing sales team and, crucially, in working with clients to ensure we bring them the most relevant opportunities.”

In May 2022, Matt Honour also joined Rathbones as a DFM specialist covering the west region.

Rathbones manages £58.9 billion ($72 billion) of assets.

Charles Russell Speechlys
International law firm has strengthened its client team with the appointments of James Goddard, Helena Pratt and Max Di Lieto.

Goddard, who has nearly two decades of experience in wealth management across Citi, Barclays and UBS, has spent the last five years specialising in partnering with business owners and entrepreneurs, the firm said in a statement.

Pratt, who has five years of experience at UBS, started her career at Rathbones. Max Di Lieto also has five years’ experience, starting at UBS as an apprentice and working his way up the ladder, supporting clients, the firm added.

Welcoming them to the company, CEO, Paddy Lewis said: “Their combined experience and genuinely client-centric approach is an asset for the firm and will be instrumental as we continue to grow.”

Based in Manchester, with £1.5 billion ($1.84 billion) in assets, Artorius provides wealth planning and investment advice for financial services professionals, UK business owners and entrepreneurs, private equity professionals and individuals inheriting wealth.

Ocorian
, a technology provider to the corporate services, trust and alternative fund administration markets, has appointed Lawrence Nash as programme director. 

Nash is joining TrustQuay from LGL Group where he was head of change and transformation. Prior to this, he was programme director heading up strategic projects at Ocorian, and was also the financial controller at Sanne. Nash is responsible for helping TrustQuay customers to maximise the value delivered by their TrustQuay software, by improving system usage, adopting new features and increasing customer satisfaction. 
 
Serving more than 450 customer implementations and 20,000 users in over 30 jurisdictions, TrustQuay has nine offices worldwide in key markets including Australia, Guernsey, Jersey, Luxembourg, Singapore and the UK.