Dynamic Planner has boosted specialist expertise in its Proposition Team with the appointment of Steph Willcox as Head of Actuarial Implementation.
Moves & Appointments
Brown Shipley, a Quintet Private Bank, has appointed Kath Cates as Chair of the Board of Directors, subject to regulatory approval.
Pension & Wealth Management Advisors (PWMA) has appointed David J Serpa as Co-President and Managing Partner of the firm.
Law firm Womble Bond Dickinson (WBD) has strengthened its Private Wealth team in Newcastle with the recruitment of Alison Bragg who joins from Nicholson Portnell in Hexham.
Azqore, specialist in the execution of information systems and the processing of banking operations for wealth management players, has announced appointments to its Executive Board.
AHR Private Clients, which is headquartered in Surrey and provides independent financial advice to High & Ultra High Net worth families and individuals has confirmed the appointment of Adrian Rees as Operations Director. Rees joins the business following a lengthy career in private banking and wealth management, bringing over thirty years’ financial sector experience and has previously held senior roles at Mercer, Hargreaves Lansdown and Lloyds Banking Group.
First Republic Bank (NYSE:FRC), a private bank and wealth management company, has added Terance Takyi to the First Republic Investment Management team in New York City.
Close Brothers Asset Management (CBAM) has appointed Rob Crawshaw as a Managing Director in its Mayfair office to further its high net worth investment proposition.
Blackfinch Group has appointed Steve John as ESG Manager. John will be working with both internal and external stakeholders to support the further development of the group’s ESG framework, internal processes and strategy.
Edmond de Rothschild Group has named François Pauly as its new Chief Executive Officer (CEO).