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Who's Moving Where In Wealth Management? – Pictet, Sionic, Evelyn Partners, Others
Editorial Staff
11 February 2024
Pictet Bronwen Lancaster is joining the team as a partner, Joy Wisniewski as an associate director of financial planning and Chris Iles as a financial planner. “These appointments come at an exciting time for us as we gear up to re-locate to new offices at the EQ development at 111 Victoria Street next year. Bronwen, Joy and Chris all bring considerable financial planning experience and I’m confident they’ll play an important role in the continued growth of our business in the region,” Richard Mikdadi, managing partner in Evelyn Partners’ Bristol office, said.
The independent unit within Geneva-headquarered , Pictet Alternative Advisors (PAA), has appointed former Cambridge Associates senior figure Trudi Usher Boardman as head of hedge funds.
Usher Boardman will lead PAA’s team of 12 investment professionals and hedge fund experts managing €7 billion ($7.52 billion) of assets in single and multi-manager hedge fund strategies. Based in Geneva, Usher Boardman will report to Elif Aktu?, managing partner at Pictet and chief executive officer of PAA.
“Trudi brings a wealth of experience and expertise to lead our team of senior investment professionals in the multi manager hedge fund team at PAA, as well as to institutionalise and grow the franchise further,” Aktu? said.
At Cambridge Associates, Usher Boardman was previously responsible for discretionary and non-discretionary client portfolio relationships and acted as CIO and specialist investment director across hedge funds, private credit, and total portfolios. Prior to this role, she worked as a senior research analyst and portfolio manager at Partners Advisers and at Morgan Stanley, where she covered global hedge fund clients and European institutional investors.
Sionic
, has bolstered its Bristol financial planning team by making three new appointments.
Lancaster, who is a chartered and certified financial planner with 20 years of experience, is joining from law firm Irwin Mitchell. She specialises in providing financial advice to individuals in receipt of personal injury settlements, their families, and their legal representatives; as well as providing witness services to support the personal injury litigation process. Prior to Irwin Mitchell, she worked as a financial planner at Towry, WH Ireland and Brewin Dolphin.
Wisniewski joined from Hartsfield in Bristol where she spent nine years and was head of Hartsfield planning and a financial planner. Prior to that she worked as an advanced financial planner in premium banking in Sydney, Australia.
Iles is joining Evelyn Partners from Schroders Personal Wealth in Bristol where he was a chartered financial planner. He helps clients plan for future financial security, build, and maintain efficient income strategies and helping families pass on wealth tax-efficiently.