ATC Tax, an independent firm of UK tax advisers based in the South West of England with a global reach, has appointed Max Porter as a Private Client Director.
Moves & Appointments
Finantix, a provider of technology to the wealth management, insurance and banking industries, has appointed Albert Iselin as Executive Director for EMEA, further widening his remit and responsibilities.
Edinburgh investment boutique SVM Asset Management has appointed Giles Robinson as head of sales and marketing.
Tribe Impact Capital (Tribe), a UK wealth manager dedicated to social, impact, and responsible investment, has appointed Alice Gaskell as an Investment Fellow on its advisory board.
Alvarium Investments, an independent advisory, investment management firm and multi-family office, has appointed Nancy Curtin as Group Chief Investment Officer (CIO), Partner and Head of Investment Advisory. She will also join the Company’s operational and executive boards.
BNY Mellon Wealth Management has named Camille Alexander, CFA, as a Regional President in Washington DC. She will be responsible for all aspects of Wealth Management product, service, and sales delivery, reporting directly to Regional President, Central Region, Andrew Paterson.
BNY Mellon Wealth Management has named Myriam Soto as Head of International Wealth Planning and Fiduciary Services.
Sanctuary Wealth has added to its executive team with the appointment of Lauren Colonna as Chief Marketing Officer (CMO).
Ocorian, a global provider of corporate administration, funds and trust services, has appointed Padraic Doherty as Managing Director of its Ireland office.
Alvarium Investments, (Alvarium) an independent advisory, investment management firm and multi-family office, has appointed Nancy Curtin as Group Chief Investment Officer (CIO), Partner and Head of Investment Advisory.