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Who’s Moving Where In Wealth Management – Brooks Macdonald, Ocorian, Others
Editorial Staff
7 July 2023
Brooks Macdonald In this newly created role, Wintour (pictured) will drive efforts to increase revenue, achieve profitable growth and expand market share. Other responsibilities will include establishing strategic growth initiatives, leading business development, and spearheading the group’s focus on enhancing intermediary relationships in the Crown Dependencies and internationally with financial advisors, trustees, investment platforms, life companies and offshore pension firms, the firm said in a statement. Before joining Brooks Macdonald International eight years ago, Matthew held senior positions spanning both wealth management and private client stockbroking. He holds the Chartered Institute for Securities and Investment (CISI) Investment Advice Diploma, Certificate in Investment Management, Investment Operations Certificate and the Chartered Insurance Institute (CII) Certificate in Financial Planning. Brooks Macdonald, which has offices in Jersey, Guernsey and the Isle of Man, has funds under management of £2.2 billion ($2.79 billion). Ocorian
has promoted Matthew Wintour to head of international distribution.
, the UK advisor platform group, has appointed Laura Green in the newly-created role of commercial delivery director. She reports to chief commercial officer Alex Kovach.
Green has more than 17 years’ experience in financial services. Before this job, she worked for seven years at NatWest as manging director of strategy for Coutts, and prior to that, she was at Deutsche Bank, Barclays’ wealth and investment arm, and was a management consultant at Accenture.