Who's Moving Where In Wealth Management? – Indosuez, Switzerland, Rathbones, Others

Editorial Staff

28 July 2023

Indosuez Wealth Management
, which has also reported its first-half 2023 results, has named Jayne Rogers as executive chair and Tom Carroll as CEO within its Rathbones Unit Trust Management arm.

Rogers will also take on the role of chief distribution officer, Rathbones Group. Appointments are subject to regulatory approval. Both individuals will be based in the London office.

Mike Webb, CEO of RUTM and head of financial advisor distribution for the Rathbones Group, is to retire at the end of 2023, allowing time for a formal hand-over and integration of the new roles. Webb has been in the CEO role for almost 14 years.

Rogers joins after four years at Morgan Stanley Investment Management, where she was latterly EMEA head of strategic initiatives. Prior to this she was head of institutional business in Hong Kong and the ASEAN group of countries for Robeco Asset Management. Rogers has also worked for KPMG Investment Advisory, as head of fund manager research, Mercer Investment Consulting, The Wellcome Trust and Adam & Company.

Carroll joined Rathbones in March 2022 when he was appointed chief investment officer of the funds business. Prior to that he was head of asset management at Sanlam Investments (formerly Four Capital Partners), which he co-founded in 2006. He has also worked as head of investment and risk at the company.

Crestbridge Family Office Services
(FOS), an independent and privately owned provider of services to global families, has appointed Karen Morris as finance director in Jersey.

Morris will work closely with the leadership team and board of directors at Crestbridge FOS on financial strategy. Overseeing the operation of Crestbridge FOS’ internal finance team, she will be responsible for all aspects of financial reporting, budgeting and forecasting. Morris will also oversee the client reporting function and ensure the successful delivery of clients’ accounting and tax reporting requirements, the firm said in a statement.

Morris, who is a qualified chartered accountant, has more than 25 years’ accounting experience, 15 of which have been within the offshore financial services industry in Jersey, primarily working on private client structures.