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Who’s Moving Where In Wealth Management? – Quilter, Maven Capital Partners, Others

Editorial Staff

21 October 2026

Quilter
London-headquartered , a wealth management firm, has appointed Kit Rees (pictured) as an investment strategist, effective 26 October, reporting to chief investment officer, Marcus Brookes. She is replacing Lindsay James who left Quilter in July.

Rees will be responsible for representing Quilter’s investment strategy and views on financial markets and the economic environment, liaising with clients and advisors, and acting as a media spokesperson for the business on investment matters. She will work with Quilter’s portfolio managers and ‘Global Partners’, leading its partner global investment houses on its sub-advised mandates, to enhance the research capability of the business and create insightful investment output.

Formerly from Bloomberg, Rees spent almost a decade there as a journalist covering equities and UK assets, including equities, fixed income and currencies. Most recently, she was editor of the Markets Today live blog and made numerous media appearances on Bloomberg TV and Radio. Prior to this, she worked at Thomson Reuters as a stock market correspondent.

“Since we created this role three years ago, it has been vital in communicating our investment strategy and demonstrating the significant expertise we have in the business. I am delighted, therefore, that we have brought in someone of Kit’s calibre with a significant background in both markets and communications,” Marcus Brookes, chief investment officer at Quilter, said.

“Kit has played a vital role in editorial decisions for Bloomberg, and those skills are going to be immensely useful in what we are looking to achieve. She has detailed knowledge of the current market environment and can communicate complicated subjects to a number of different audiences. She will be a real asset for not only our own investment team, but for the advisors and clients we work closely with too,” Brookes said.

Maven Capital Partners
has opened a new office in Reigate from which it can work more closely with ambitious businesses, advisors and other members of the regional investment community, it said in a statement.

To support its expansion in the region, Maven has appointed an equity fund manager for the new £210 million ($280.1 million) South East Investment Fund (SEIF), which builds on its track record of managing regional investment mandates on behalf of the British Business Bank.

The South East investment team has welcomed Cait Pilkington, who is joining as an investment associate, alongside investment managers Jonathan Day and Alex Lawrence-Berkeley. Together, they bring experience spanning early-stage investing, corporate law, business operations and technology-led growth. Pilkington has worked in angel investing, accelerators and investor relations roles within the early-stage ecosystem. Day has a background in corporate law with operational and investment experience in healthcare and family office-backed businesses. Lawrence-Berkeley has spent the past decade working with startups in sectors including energy, telecommunications, defence, robotics and artificial intelligence.

“Opening an office in Reigate gives us a great base from which to develop deeper relationships across the South East,” Luke Matthews, partner at Maven, said. “The addition of Cait, Jonathan and Alex to the existing team brings valuable experience and further enhances our investment capability on the ground. Together, the team is well positioned to support businesses right across the region through the South East Investment Fund and Maven's wider investment activity.”

Canaccord Wealth
, a wealth management business in the UK and Crown Dependencies, has appointed Gideon Wright (pictured below), as senior investment director based in its London office.

Gideon Wright

Wright, whose career spans more than 20 years, joins from Rathbones, working with private clients. At Canaccord Wealth, he will provide investment advice and portfolio guidance to private clients.

“We are delighted to welcome Gideon to Canaccord Wealth. His experience in investment management and his commitment to building strong, long-term relationships with private clients make him an excellent addition to the team,” Duncan Stratford, managing director, Canaccord Wealth said. “We continue to focus on bringing together talented investment professionals who share our client-first philosophy and our commitment to delivering integrated wealth management to clients.”

Wright’s appointment follows the recent senior hires of Adam Smith as COO of wealth planning and Guy Thornewill as direct equities director, as reported by this news service here and here.

Ocorian
, a global provider of asset manager, private wealth and corporate, and issuer services, has appointed Kristina Rowe (pictured below) in the new role of global head of issuer services, based in London.

Kristina Rowe

Rowe, who joined Ocorian in 2019, has served in a number of roles since then, including global chief of staff, leading the Global Private Clients business, and regional head of UK & Ireland. Before joining Ocorian, Rowe’s financial services and private equity career included roles with JP Morgan Chase, Mourant International Finance Administration, and State Street.

“Kristina brings multi-disciplinary expertise and experience in asset and issuer servicing, combined with the knowledge of our clients through her years of valuable contributions at Ocorian,” co-CEO Yegor Lanovenko. said.