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Who's Moving Where In Wealth Management? – Davies Consulting Division, Suntera

Editorial Staff

1 June 2024

Davies Consulting Division
has appointed James Harries (pictured below) as head of mergers and acquisitions, as the firm eyes potential targets for M&A expansion.



Before joining Suntera, Harries worked at a private equity backed payments and software business in their corporate development function, where he worked across M&A and post-merger integration. Previously, Harries spent seven years working in investment banking in London. 

In 2023 Suntera acquired Guernsey-based boutique fund, corporate and private wealth services provider Carey Commercial Limited, while in 2022 it bought Socium Fund Services in the US and Nedgroup Trust in Guernsey and Jersey, following the acquisition of NeoTrust in Luxembourg.