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Who’s Moving Where In Wealth Management? – Accuro, Davies

Editorial Staff

14 December 2023

Accuro
the trust and private office company, has promoted eight colleagues across its Jersey, Switzerland, and Mauritius offices. It has also made two senior appointments.

Senior promotions include Una Smith who is taking on the role of client services director in Jersey and Stephen Weaver who has been appointed as head of client accounting for Swiss operations in Geneva.

The other promotions are Dave Ferre (senior client accountant – Jersey), Joanna Cesa (senior compliance officer – Mauritius), Julie-Ann Doyle (senior relationship manager – Jersey), Sophia Brown (relationship manager – Jersey), Alison Smith (relationship manager – Switzerland) and Natalia Kalyuzhnaya (trust administrator – Jersey).

Mustafa Hussain, managing director for London, and Accuro board member, will be taking on new responsibilities including the role of board chair. Alex Petrie, who recently joined Accuro, has been elevated to the position of chief risk officer for the Accuro Group.

Hussain joined Accuro in January 2019 from Taylor Wessing, where he was a corporate partner for several years. Petrie, who joined the firm in 2023 as group compliance head, now covers operational risk. 

The firm administers $16.5 billion of assets worldwide.

Davies
Consulting Division, formerly known as Sionic, has appointed Eoin Gill as global relationship manager and partner.

Gill (pictured) will use his considerable experience in working with clients with complex needs, along with his deep knowledge of the financial services sector, to manage some of Davies’ most strategic clients, the firm said in a statement.

Besides deepening client relationships, Gill will focus on highlighting the value of complementary services to ensure that clients benefit from the best-in-class advice, the firm added. With over two decades of experience in the financial services sector, Gill will bring further macro-expertise to Davies as it continues to grow its offering.

Most recently, Gill served as a managing director at BNY Mellon within its asset servicing and digital business, leading teams responsible for some of the bank’s largest and most sophisticated client relationships. His previous experience has included various roles at the private banking firm of Brown Brothers Harriman.

“He has a wealth of experience with one of the largest financial services firms in the world and his expertise will be valuable as we continue to evolve post-Sionic,” Craig Miller, Davies managing partner and chief client officer, said of Gill.

The Consulting Division of Davies is a 1,000 plus specialist team based in its global offices in the UK, North America, Europe, Asia and the Middle East. It is part of Davies’ wider team of more than 8,000 staff worldwide.