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SGTF administers and oversees US$10 billion of financial and non-financial assets on behalf of wealthy families around the world.
Former lawyers and bankers, Adam Wethered and William Drake, and wealth manager Andrew Wimble, have launched Owl Private Office, a London-based consultancy serving UHNW families and endowments.
Quilter Cheviot, part of Old Mutual Wealth, has appointed investment manager Antony Webb to its London-based team.
Forsters has appointed family lawyer Rosie Schumm as partner in its family practice.
A business restructuring specialist with over twenty years’ experience, Richard Lewis, has joined Smith & Williamson’s Bristol office.
A chartered wealth manager with more than eighteen years’ experience, Colleen McHugh, has been appointed head of wealth management at Butterfield Bank (Guernsey).
Weatherbys Private Bank launches expatriate service designed for individuals who live abroad but for whom the UK is their long term home.
Stephens is appointed as head of discretionary management service.
Randall Krebs will be responsible for Harbour’s private client, family office, trust, and corporation administration business.
Forsters plans to acquire the London private client team of Gowling WLG, including Anthony Thompson, Catharine Bell, Nick Jacob and Daniel Ugur.
Law firm Penningtons Manches has recruited five new lawyers to its private wealth team.
The Channel Islands Securities Exchange has today completed its rebrand to The International Stock Exchange. It has also appointed Carolyn Gelling head of Isle of Man.
First Names Group has appointed classic car expert James Haithwaite a client services director.
HMRC’s operational head of Fraud Investigation Services - Offshore, Corporate and Wealthy, Dmitri Surendran, has joined Edwin Coe’s tax team as tax director.
New Quadrant Partners hired tax and estate planning lawyer Marilyn McKeever as partner.
Charles Russell Speechlys has appointed David Cooney as international private client partner to its Zurich office. This brings the total number of partners in the firm’s Swiss offices to six.
Vistra launched the Monaco-based Vistra Private Office aimed at international families.
HSBC Private Bank has appointed new head of investment services and product solutions for the UK, Channel Islands, France and Germany
Investec Private Banking has partnered with The Female Lead, a new initiative created by entrepreneur and data scientist Edwina Dunn that promotes a wider spectrum of female role models.
Vistra has appointed Gavin Carruthers director of its Jersey fund services business.