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Who's Moving Where In Wealth Management? – ZEDRA, Evelyn Partners, Others
Editorial Staff
12 July 2023
ZEDRA Under the move, Joe Cardoso-Smale, who has been with the private client firm for 15 years, has been promoted to the newly-formed trust transformation manager role as part of Saffery’s commitment to enhancing its service to clients, the firm said in a statement. Cardoso-Smale said the promotion was a culmination of the development of his role over the last nine months. In addition to his promotion, Saffery has promoted Alex Burt and Joe Wright to senior trust officer and Laura Bean and Hugo Russell to trust officer.
has made five promotions in Guernsey, including the appointment of a trust transformation manager. The promotions, which also include senior trust officer and trust officer, took effect in July.