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Who's Moving Where In Wealth Management? – Impax, Evelyn Partners, Nuveen, Others
Editorial Staff
15 January 2024
Impax Environmental Markets Nuveen
has appointed Paul Morris as a director of financial planning in its financial services team in Bristol, to help grow the business.
Morris is a Chartered Wealth Manager with 25 years’ experience in the industry, both internationally and in the UK, the firm said in a statement. His career has involved a period as a client director at wealth management firm Brown Shipley, as well as spells with HSBC Private Bank and Barclays Wealth in Jersey, it added.
Amanda Browning, head of financial services at Evelyn Partners in Bristol, said: "His appointment comes at an important time for us and is part of our plans to grow our business across the region.”
Morris added: “I couldn’t be happier to have joined Evelyn Partners at such an exciting time, as we move forward with our new brand. We have a compelling offering for our clients, and I look forward to contributing to our continued success over the coming years."
Evelyn Partners was created following the merger of Tilney and Smith & Williamson. It has £52.7 billion ($60 billion) of assets under management, and a network of offices across the UK, as well as the Republic of Ireland and the Channel Islands.
has made five new hires to join its team of investment experts, including GC Angels’ Jessica Jackson.
Jackson is joining as an investment manager. Prior to joining GC Angels in December 2018, Jackson worked in healthcare technology with Emis Health and Evergreen Life, gaining experience in M&A, start-up growth and angel investment. More recently, she has led investments into Guardian Angel, Collctiv and Xploro. She has also helped support funding rounds led by Praetura Ventures into Manchester-based workplace harassment platform Culture Shift.
In her new role, Jackson will drive new investments from Praetura’s EIS Growth Fund, as well as its new GMC Life Sciences Fund By Praetura.
Other new hires include Grace Sanderson and Michael Rees, who join the team as investment executives. Sanderson – who previously spent three years at Maven Capital Partners – will support the GMC Life Sciences Fund. Rees is joining from the Development Bank of Wales, where he specialised in technology venture investments; he will focus on supporting the firm’s EIS portfolio.
Praetura Ventures has also recruited two new graduates as investment associates. Emily Bourne graduated with a linguistics degree from the University of Oxford this summer, where she also gained experience with a year abroad at Paris-based VC Partech. Stefano Smith graduated from the University of Dundee in 2020, and has spent 18 months as a trainee financial planner at Forth Capital.