October People Moves 2017

01/11/2017 News Team

Offshore law firm Bedell Cristin has appointed Lee Osborne as a senior associate to its Guernsey office. Mr Osborne, a member of the BVI Bar Association, advises on corporate, commercial and banking matters including investment funds and private equity, mergers and acquisitions, joint ventures, cross border transactions and corporate re-structuring.

2017 eprivateclient Top Law Firm, Bircham Dyson Bell (BDB), has appointed Lara Mardell to the firm’s private wealth team. Ms Mardell joins BDB from Ogier, Hong Kong, where she was head of the offshore law firm's private client and trusts team for Asia. Ms Mardell advises individuals from the UK, Asia and around the world on estate planning matters, including UK taxation as it applies to UK domiciled and non-domiciled individuals and onshore and offshore structures. In addition, she is instructed on heritage property matters.

Law firm Blake Morgan has strengthened its private law offering in the London market with two partner hires to head up its family law team. Flora Grossman and Farhana Shahzady both join the firm from Bindmans LLP where they stood as joint heads of the family team. They together bring with them over 35 years' worth of experience advising on a wide range of family issues.

As part of a growing trend of a number of accountancy firms bolstering their legal offerings, London based tax and advisory practice Blick Rothenberg has expanded its private client offering with the appointment of Rebecca Goldring as solicitor/manager. Ms Goldring is a qualified solicitor and has joined from Trowers and Hamlins LLP, an international law firm. 

In addition, Esther Wood and Simon Sutcliffe have joined Blick Rothenberg’s accounting, tax and advisory practice as partners. Ms Wood joins Blick Rothenberg’s business group, specialising in audit, accounting and business advisory. Meanwhile, Mr Sutcliffe joins the indirect tax team, specialising in customs and excise duties and customs advisory, as well as indirect tax disputes and litigation.

Head of residential property at law firm Coffin Mew, Ian Peach, has been promoted to partner. Mr Peach has worked in the south coast market for nearly three decades, and joined Coffin Mew in 2014, focusing on leading Coffin Mew’s residential property team since joining the firm.

Coffin Mew also hired nine members of staff following its latest trainee recruitment drive. The new joiners will work across the practice’s core disciplines and sectors while training to become fully qualified, with half of the group bidding to become solicitors and the other half aiming to become legal assistants. The nine trainees will predominantly work across Coffin Mew’s three largest practices - Brighton, Portsmouth and Southampton, as well as the Charles Lucas & Marshall office in Newbury.

Furthermore, Coffin Mew appointed personnel specialist Liz Cheaney as director of HR and communications. Ms Cheaney returns to Coffin Mew having previously worked for six years at the practice. She rejoins from Francis Clark Chartered Accountants where she held a similar role.

Offshore law firm Collas Crill has set up a new representative office in Hong Kong, extending its international offering across Asia, the Caribbean and the Channel Islands. According to the firm, the new office will provide it with an opportunity to build on the existing relationships it has developed through its Singapore office and to support its Caribbean offering. The firm has appointed Simon Fraser to facilitate this.

Jersey-based trust administration firm Fairway Group has appointed a new private client director to help strengthen its trust division. Mark Andrews joins the firm from within the financial services industry, having worked predominantly in the trust sector for over 32 years. He has been employed at director level for the past eight years. In his new role, he will manage Fairway Trust’s expanding portfolio of private and corporate clients with multi asset holding structures across various jurisdictions, as well as developing new business and supporting the group’s strategic plan.   

2017 eprivateclient Top Trust Company Hawksford has appointed Darren Kelland as global head of private client to lead and further develop the strategic direction of its private client division. A chartered accountant, Mr Kelland has more than 13 years’ experience working with private clients and family offices, and will be responsible for a team based across Jersey and Asia.

Global trust company and fiduciary services provider - Intertrust - has appointed Jan Willem van Drimmelen as global head of corporate clients. This is a newly created, strategic role within the business. Formerly global head of sales, Mr van Drimmelen will be responsible for developing the strategy for the corporate clients service line and will continue to report into H P van Asselt from his base in Amsterdam.

2017 eprivateclient Top Law Firm Irwin Mitchell Private Wealth has made two promotions with Nick Rucker being appointed national head of tax, trusts & estates and George Merrylees being promoted to partner. Previously head of the firm’s London & international team, Mr Rucker oversees the national tax, trusts & estates practice across Irwin Mitchell Private Wealth’s 14 offices. Mr Merrylees works across a full range of UK tax advice for international clients, including structuring UK business and property assets for clients abroad. He acts for business owners, high-net-worth individuals and families primarily based in Europe and Africa and also works very closely with French business groups and organisations.

Regulatory and risk specialist Amy Gurm has been appointed as advisory associate director for KPMG in the Channel Islands. Ms Gurm is on secondment from KPMG in Toronto, bringing with her experience in international regulatory and risk services. Her career has been focused on the financial services sector, specifically in banking and funds.

KPMG International has appointed William Thomas as its new chairman. He will lead the KPMG global network of professional services firms for a four year term, succeeding John Veihmeyer, who has completed his term as chairman and is retiring from KPMG. Mr Thomas previously served as chairman of KPMG's Americas region since 2014 and has been a member of the firm's global board since 2009.

Scottish law firm Lindsays has promoted three across its city-based offices. Lynsey Kerr, who is based in Edinburgh as part of the private client team, has been promoted to senior associate. Andrew Ritchie, who is also a member of the private client team, and Lauren Pasi, member of the personal injury team, based in Dundee and Glasgow respectively, have both been promoted to associates.

Law firm Lodders has hired two senior lawyers to its private client team in Warwickshire and Gloucestershire. Victoria Borrow joins as an assistant solicitor from Cheltenham firm Willans, and is a wills, probate, trusts and powers of attorney specialist, with experience in assisting older and vulnerable clients on matters such as Court of Protection applications. Meanwhile, Sharon Crosby also joins as an assistant solicitor, having originally trained and qualified with the firm. She since specialised in estate administration with Chorus Law and the Stratford upon Avon office of HCB Solicitors.

2017 eprivateclient Top Accountancy Firm – Mercer & Hole – has made two appointments to its senior leadership structure as well as adding two new partners. Following the retirement of managing partner Paul Webster, Paul Maberly has taken on the mantle of managing partner and private client tax partner Gill Tallon has taken on the role of deputy managing partner. 

Offshore law firm Ogier has appointed advocate Polly Lister as counsel to its Guernsey private client and trusts team. Ms Lister, a Guernsey-qualified advocate, joins partner advocate Gavin Ferguson and senior associates Chris Hards and Alice Bricogne, who also joined the team in the last six months. With experience in an in-house role with Kleinwort Benson, Ms Lister has also previously worked at offshore firm Carey Olsen.

Additionally, Victoria Grogan, an international will and probate specialist with more than 10 years' experience in offshore practice, has joined Ogier as counsel and probate manager in Jersey. Ms Grogan - who joined Ogier after over a decade at rival firm Carey Olsen - has particular expertise in the administration of high net worth and multi-jurisdictional local and foreign domiciled estates. Working closely with teams across Ogier's service lines, Ms Grogan will play a key role in delivering an integrated wills and probate service to complement other client offerings, alongside providing clients with discrete will and probate services.

UK law firm Pemberton Greenish LLP has further expanded its private wealth offering with the appointment of charity specialist Dominic Ribet who joins as a solicitor from Forsters. Mr Ribet’s practice encompasses on-shore UK tax planning matters with a particular focus on Charities Law. He advises on all charitable matters arising from the establishment of charities through to their ongoing administration. His clients include both grant making and specific purpose trusts, such as educational charities and those holding and maintaining historic houses.

2017 eprivateclient Top Family Law Firm Penningtons Manches has promoted Rachel Donald, a family lawyer in its private wealth group, to partner. She is the youngest of the firm’s 105 partners. Ms Donald joined Penningtons Manches in January this year to help further expand the family law team in Surrey, established by partner Veronica Gilmour in 2014.

Jersey-based law firm Pinel Advocates has appointed Alison Hart as a consultant banking lawyer to its team. Ms Hart trained at and became a senior associate at Allen & Overy LLP, London. She has advised on a variety of multi-jurisdictional banking matters relating to property finance, syndicated lending and structured finance transactions. Ms Hart was additionally a secondee to the legal teams of two large investment banks.

Rathbone Investment Management International has strengthened its business in Jersey with the appointment of Matthew Sutton as a client director. In this role Mr Sutton will be responsible for developing and maintaining important relationships, both with intermediates and clients in Jersey, Guernsey, Bermuda and Switzerland. He will work closely with trust companies and consultants along with individuals and their advisors to assist in providing tailored investment solutions.    

Regional UK law firm Roythornes Solicitors has appointed private client specialist Paul Thompson to lead its Nottingham-based team. Mr Thompson is now a partner at the firm and brings with him more than two decades’ experience in the private client sector, specialising areas such as capital taxes, trusts, wills and estates, and providing advice to charities and trustees. He joined Roythornes earlier this month after heading-up the private client team at national law firm Freeths.

2017 eprivateclient Top Accountancy Firm RSM has appointed Sophie St John as a private client partner in its client legal services practice as the firm looks to broaden its legal services offering. In a statement, the firm said the appointment added a new service offering to RSM’s recently launched client legal services practice which currently offers employment, corporate, partnership and legal regulatory legal services. In her new role, Ms St John will work closely with RSM’s private client practice which offers tax and wealth advice to individuals, trustees and estates.

Dermot Callinan, former head of private client at KPMG, took up his new position at Saffery Champness. As the head of private client at KPMG, Dermot Callinan had a significant impact upon his team and established an impressive legacy, including hiring Greg Limb as his successor to maintain the momentum he had established. Mr Callinan becomes an equity partner at Saffery Champness and will be based in Harrogate, North Yorkshire. He will be completely focused on private client and joins the established team in Harrogate, including Sally Thomas formerly of PwC.

2017 eprivateclient Top Trust Company - Sanne Group - has appointed Paul Watson as global director of change management to drive its global change agenda. Based in Sanne’s Jersey headquarters, Mr Watson will be responsible for aligning and prioritising the asset and corporate administration firm’s change initiatives and investment to support the plans of the business.

Fiduciary services provider Sanne Group has appointed a new director of global facilities to support the firm's ongoing development. Stuart Harris joins Sanne and will drive the strategic direction of facilities management across the 15 jurisdictions in which it operates. He brings with him 30 years of experience that has included the management of multi-million-pound facility and real estate schemes, and M&A projects across Europe, the Middle East, Africa and the UK.

UK investment management group Tilney has bolstered its London office with the appointment of Andrew Tompson as a business development manager with a regional focus from London to the South Coast. Mr Tompson joins from Turpin Baker Armstrong, where he was a qualified independent financial adviser as well as taking on a role of business development.

London law firm Wedlake Bell has appointed Michael Salters as a partner in the firm’s pensions and employee benefits team. Additionally, property solicitor Christopher Milner, previously at regional firm Birketts, has bolstered the firm’s real estate team. At the same time, Wedlake Bell’s private client group has welcomed two newly qualified lawyers, Andrew McIntyre and Rory Carter, who have qualified from Withers and Wilsons Solicitors, respectively. Messrs McIntyre and Carter join as solicitors in Wedlake Bell’s private client group led by partner Camilla Wallace.

Tracy Evlogidis has joined international law firm Withers as head of immigration in London. Ms Evlogidis previously led the immigration teams at Morgan, Lewis & Bockius and other City firms. Ms Evlogidis has practised in the immigration law field for more than 18 years and her practice includes advising both institutions and individuals on UK immigration applications and issues, and she frequently works with corporate clients to help them develop immigration policies and practices.

Also at Withers, following the firm amalgamating its groups into three distinct divisions, former joint wealth planning practice group leader Patricia Milner has become co-head of the Europe private client and tax division alongside partner Dora Clarke. On a global basis, the private client and tax division is being led by partners Justine Markovitz and Jeremy Arnold. The new three divisions comprise private client and tax (which incorporates wealth planning, residential, immigration law and rural real estate), business and dispute resolution.

Zedra has appointed Jacqueline Shek and Stella Tong as executive director trust services and executive director family office services respectively, both based in Hong Kong. Ms Shek has 18 years of experience specialising in tax, trust and private wealth structuring. She was previously associate general counsel at HSBC for five years. Meanwhile, Ms Tong has 30 years of experience in private client and corporate advisory and structuring.

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