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Who's Moving Where In Wealth Management? – Ogier, Crestbridge, Hargreaves Lansdown

Editorial Staff

6 July 2026

Ogier 
, an offshore law firm, has appointed regulatory specialist Martin Livingston (main picture) as a consultant to meet growing demand for Cayman Islands regulatory expertise, it said late last week. 

With more than 30 years of experience in risk management and regulatory compliance, Livingstone will provide clients with Cayman regulatory advice, in particular assisting the firm’s Asian and Middle Eastern client base.

His clients include major global investment banks, funds, managers, advisers and family offices, and he advises on matters including anti-money laundering and anti-terrorist financing, sanctions, data protection, regulatory and tax reporting, virtual assets and M&A projects.

During his career, Martin has forged relationships with key regulatory bodies such as the Cayman Islands Monetary Authority (CIMA), the Cayman Department of International Tax Cooperation, and the Cayman Financial Reporting Authority. He has chaired, and been a member of, various Cayman legislative sub-committees, helping to formulate several important financial service laws, regulations and guidance. He was also president of the Cayman Islands Compliance Association for more than a decade.

Crestbridge Fiduciary
has made a series of mid-year promotions, the organisation announced last week. 

Amongst those recognised is Emma Sanford (pictured below), who has taken on additional senior leadership responsibilities to become advisor the board as well as head of human resources. This is an expanded role for her, the firm said in a statement. Sanford has more than 20 years of strategic and operational experience in HR and learning and development, across the financial services, legal, e-commerce, and public sectors. 

Emma Sanford

Vicky Edwards will become an associate director within the firm’s compliance and regulatory risk team.

Melloney Bond has also been promoted to senior manager in client operations; there are other promotions for Stephanie De Sousa in client handling, Sarah Eden in HR, and Morgan Tupper in the accounts team.

The appointments took effect from 1 July.

“2026 continues to be another year of growth and transformation for our business as we look to provide our global clients with the exceptional service and specialist expertise they expect. Our latest promotions provide an opportunity to recognise the contribution and achievements of our people, right across our diverse teams, and I’m delighted that Emma, Vicky, Melloney, Stephanie, Sarah and Morgan have all received the promotions they deserve,”, Heather Tibbo, CEO, Crestbridge Fiduciary, said. 

Hargreaves Lansdown
UK-based  has made two senior appointments: Charles Thompson as chief technology officer and Michael Finnegan as chief transformation officer.

They are both experienced in technology, transformation and retail investing from the US market, where digital platforms, data and client engagement have helped drive higher levels of retail investment participation. Respectively, Thompson and Finnegan will replace Richard Hebdon, chief digital and technology officer, and Darren Worth, chief strategy and transformation officer, who leaves HL later this year. Both will remain with the business for a transition period to support orderly handovers.

Thompson, who will be based in Bristol, will join HL on 1 September 2026, subject to regulatory approval. He is joining from Vanguard, where he was most recently principal and divisional CIO for advice and wealth management. Previously, he led technology at Vanguard International, spanning APAC, Europe and the Americas. Before that, he held senior technology leadership positions at National Australia Bank.

Finnegan, who will be joining in September 2026, will also be based in Bristol. Also at Vanguard, Finnegan served in a number of senior roles over approximately eight years, most recently as head of wealth planning and partnerships, and previously as head of international strategy and chief of staff for Vanguard’s International business and CFO for the Americas.

Hargreaves Lansdown says it is the UK’s largest investment and savings platform, with more than two million clients and close to £200 billion ($267.08 billion) of assets under administration.