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Who's Moving Where In Wealth Management? – RBC Brewin Dolphin, Saffery Champness, Others

Editorial Staff

29 November 2022

RBC Brewin Dolphin
, the UK wealth manager created from Royal Bank of Canada’s recent purchase of Brewin Dolphin, has appointed wealth advisors Edward Brown and Adam Gentry. They are based in the firm’s premises at 8 Waterloo Place in St James’s, London.

These appointments mark the expansion of RBC Brewin Dolphin's team – focusing on the “1762” proposition – which is aimed at clients with complex requirements. It concentrates on creating bespoke wealth planning, underpinned by a range of investment solutions, the firm said in a statement yesterday.

Brown started his private banking career at Barclays in 2010, before joining Arbuthnot Latham in 2018. 

Gentry is also joining from Arbuthnot Latham & Co where, since 2019, he was responsible for business development, predominantly focusing on new clients who needed help with private banking, financial planning, wealth structuring and investment management. He works with entrepreneurs, business owners, professionals and their families at various stages of their “wealth journey” from creation, through accumulation to distribution phase.

Other recent joiners include Kitty Harrington (from Stonehage Fleming), Ruta Rutenaite (from Timothy James & Partners), and Carla Gardner (from Hamish Leng & Co). Joss Mitchell also joined the team as a wealth director from GAM Investments. 

Saffery Champness
Accountants  have named Shirley McIntosh as a partner in its Inverness office.

McIntosh is joining from RSM, where she was a partner and formerly head of tax for Scotland and Northern Ireland. She brings experience of more than three decades of advising high net worth clients, landed estates, and rural businesses in Scotland and elsewhere on their tax affairs.

McIntosh qualified as a chartered accountant in 1990. Since then, she has worked for major international accounting firms, including Coopers & Lybrand and PwC.

Alongside her professional life, McIntosh has also pursued a successful career in sport, winning gold and silver medals for shooting at the 1994 Commonwealth Games. She was appointed Member of the Order of the British Empire (MBE) in the 1995 New Year’s Honours for services to the sport, and was later inducted into the Scottish Sports Hall of Fame.

First Sentier Investments
, the Japan-owned organisation, has appointed Kate Turner as global head of responsible investment. It has also made four other appointments. Sydney-based Turner will replace Will Oulton, who is retiring from the business at the end of the year.

The new RI hires include:

Finian Power, appointed head of ESG policy and regulation, was previously head of investment management in FSI’s Dublin office. 

Bjorn De Smedt, RI specialist. Sydney-based De Smedt is a corporate governance, climate change and sustainability specialist with over 18 years of experience in the financial services industry and a deep knowledge of ESG data and analytics. Prior to joining FSI in October this year, he worked for Institutional Shareholder Services for 12 years.

Rhys Foulkes, RI specialist, has spent the past 15 years in investment management focused on fixed income, most recently as senior credit analyst at FSI, developing a special interest in ESG. Based in London, Foulkes will transition into his new RI role next year.

Belinda White, Sydney-based RI specialist, who has long been an advocate for increasing gender diversity in the workplace and championed financial gender equality, has spent the past 20 years working in external stakeholder engagement. For the past three years, she has has been senior communications manager at FSI. She will move into her new RI role in January 2023.

First Sentier Investors manages more than £120.4 billion ($144.8 billion) in assets (as at 30 September 2022) on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisors and their clients worldwide. Formerly known as First State Investments, the firm was acquired from the Commonwealth Bank of Australia in August 2019 by Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group.

LGT Wealth Management
has appointed three senior wealth management professionals to join the firm’s team for international private clients. 

Dr Etienne Khayat is joining as partner and wealth manager along with Jack Harris and Peter Talavera joining as wealth managers.

They all specialise in working with Middle Eastern private clients, the firm said in a statement.

Khayat is joining from Credit Suisse Private Bank where he worked for over 10 years in London and Dubai, leading teams of RMs covering the region. Previously, he worked for Citi Private Bank as an investment advisor covering Middle Eastern clients.

Harris, who has more than 15 years of private banking and wealth management experience in the UK and Middle East, was based in the GCC region for over seven years. He is joining from Standard Chartered Private Bank in Dubai. Prior to SCPB, he worked for Credit Suisse Private Bank in London.

Talavera has over 15 years of investment experience, including 10 years within the UK managing ultra-high net worth clients from Africa and the Middle East. Previously he worked for Credit Suisse Private Bank as an investment consultant servicing clients from the Middle East, Africa and UK non-resident Indians (NRI). Before that, he spent 10 years with Standard Chartered Private Bank working as an investment advisor in Miami and London.

LGT Wealth Management has also appointed Sajni Shah as a trainee wealth manager. Shah is joining from Credit Suisse where she was a business analyst within the global markets technology team before moving into the private bank in 2017. Before that, she worked as an assistant relationship manager covering clients from the Middle East, Africa and NRI.

The firm employs 432 staff and has offices in London, Bristol, Edinburgh, and Jersey. It is part of LGT, the Liechtenstein-based group. As at 30 September 2022, LGT Wealth Management managed assets of £20.8 billion ($25 billion) for wealthy private individuals and institutional clients.