Print this article

Who’s Moving Where In Wealth Management? - IQ-EQ, Sienna IM, Tyndall, Others

Editorial Staff

4 October 2023

IQ-EQ
Global investor services group , a global consultancy to the asset management, wealth management and insurance industries, this week announced two director hires and personnel changes in the leadership of its UK wealth management and private banking (wealth) team.  

Caroline Burkart and Basak Alhan Aydin join the team as directors, and Kenn Taylor retires after seven years heading the team, the firm said in a statement.  Jamie Forrester will take on the interim leadership of the team, pending further hires for 2024.

Burkart, who has experience in consulting and wealth management, joins Alpha as a director. Prior to joining Alpha, she was an associate partner and head of client insight for the UK and Europe at Aon. Before that, she was an executive director at Scorpio Partnership and spent time in industry with Credit Suisse, the firm added.

Aydin joins Alpha as a director, from Capgemini Invent where she was the head of wealth management for the UK, helping global players on their transformation and innovation journeys. She has a track record of delivering strategy, regulatory and digital transformation programmes across the change lifecycle and the value chain as part of Capgemini, Barclays and Accenture. She started her career in financial services as a strategy consultant at Deutsche Boerse in Frankfurt.

Forrester said: “Our UK wealth franchise has experienced considerable growth in demand over the last three years and we are lucky to work with many of the UK’s top tier wealth managers and private banks.  The addition of Caroline and Basakfurther strengthens the distribution and specialist delivery capability of the team.”

Ogier Partnership
Ogier's head of estate planning, wills and probate in Jersey, Henry Wickham, has been promoted to partner. 

Wickham, a STEP member, and former chair of STEP Jersey Branch has sat on several consultative bodies relating to Jersey's trust industry. He speaks on a variety of topics within his field and regularly contributes to several publications both locally and further afield.

The legal advice providing law firm now has 108 partners globally. "Henry brings a fresh approach to applying innovation to trust and estate planning and using technology to deliver excellent and efficient client services.", Ogier's global managing partner Edward Mackereth said.

Wickham advises on all aspects of Jersey trusts, foundations and estate planning and related corporate law issues. He is experienced in both local and international will and probate matters and has expertise in the administration of high net worth and multi-jurisdictional estates as well as complex succession planning and will drafting. He also advises in relation to complex restructurings, corporate migrations, and philanthropic structures and, when working with clients who are internationally based, advises on complex private international law issues.