February People Moves 2018

01/03/2018 News Team

2017 eprivateclient Top Law Firm, Boodle Hatfield, has reappointed Sara Maccallum as senior partner, and reappointed partners Saskia Arthur and Simon Rylatt to its management committee, effective from 1 May 2018. Ms Maccullum was first elected senior partner in 2015, with Ms Arthur (head of residential property) and Mr Rylatt (head of private client & tax) joining the management committee in the same year.

The Chartered Institute of Taxation (CIOT) has announced its team of officers for 2018-19. Ray McCann, a former HMRC Inspector and current partner at Joseph Hage Aaronson LLP, will be the CIOT’s new president, current CIOT vice-president Glyn Fullelove will become deputy president and Peter Rayney will be the Institute’s new vice-president. They will begin their new roles on 22 May 2018 and hold them for a year. Until then John Preston remains the CIOT's president.

A Yorkshire tax adviser with over 17 years’ experience has joined advisory firm, Dow Schofield Watts, to launch a new service for individuals, business owners and family investment companies in the region. Richard Major, who has advised many celebrities and sports stars, will lead Dow Schofield Watts Private Client Tax LLP which will help clients with tax planning and compliance including tax returns and accounts. He will be based at Dow Schofield Watts’ Yorkshire & the North East office in Leeds.

Global provider of fiduciary and administration services, Estera, continues to strengthen its workforce following a new senior appointment to its Jersey team. David Lambotte has joined as a director and his role will include the management and development of the group’s private client services as well as working on key client relationships across its locations in Bermuda, BVI, Cayman, Guernsey, Hong Kong, Isle of Man, Jersey, Luxembourg, Malta, the Seychelles, Mauritius and the UK.

EY has named Kate Barton as its new global tax leader. Ms Barton will oversee all aspects of EY tax strategy and operations, which represents combined annual revenues of approximately $8.2 billion in revenue and more than 50,000 tax professionals around the world. She succeeds Jay Nibbe, who will become EY global vice chair – markets, with the new appointments effective on 1 July 2018.

2017 eprivateclient Top Trust Company, First Names Group, has appointed Stuart Pinnington as group managing director - corporate services to its Jersey team, effective immediately. In his new role, Mr Pinnington will work closely with the wider leadership team and will be an active member of the group’s management committee. He will report to group chief executive, Mark Pesco.

2017 eprivateclient Top Trust Company, Hawksford, has hired a private client and corporate business development director to its Singapore office. Irene Lee, who has over 15 years’ financial services industry experience, will be responsible for building the company’s relationships with intermediaries and partners serving high net worth individuals and corporate clients in the Asian marketplace.

National UK law firm, Irwin Mitchell Private Wealth, has appointed a new senior associate solicitor to its tax, trust and estates team in Leeds. Andrea Jones joins from a similar role as an associate solicitor from law firm, Ward Hadaway. However, her new role will include advising high-net-worth and commercial clients on wills and trusts, estate administration, tax planning, powers of attorney and court of protection issues.

Intertrust in Jersey has promoted a property specialist as a director in its real estate team. Jane Stammers joined Intertrust in September 2014 as a client director and has more than 20 years’ experience in offshore administration. She has a particular focus on ensuring that strong offshore management and corporate governance are provided to the Jersey structures that the team administers.

Law firm, Kingsley Napley, has appointed Sital Fontenelle as a new partner in its family & divorce team, bringing the team number to six. Effective from 1 February, Ms Napley has joined from Irwin Mitchell practises in all aspects of private family work, with particular expertise in complex financial matters, international jurisdictional cases, private children cases and advising on nuptial agreements.

Global law firm, Kirkland & Ellis, has appointed Scott Jones as a partner in the Boston office. Mr Jones is Kirkland’s first tax lawyer in Boston, the firm’s newest office which opened in May 2017. Mr Jones focuses his practice on tax planning and counselling for private equity fund managers.

Offshore law firm, Mourant Ozannes has appointed three new partners to its global partnership, bringing the firm's total number of partners to 60. Stephen Alexander and Carla Benest, from the Jersey office and Chinyin Johnston from the London office, who all have been working at the firm in different roles, will join the partnership from 1 February 2018.

Two members of the senior management team at trust and corporate services firm, NWH Global, have been appointed to its Guernsey board. Helen Bougourd who was client services director at the firm will now be head of client services and Adam Pickering is compliance manager in the Guernsey office. These promotions follow that of Rob Bickley who became group financial controller and head of IT last month.

Offshore litigator Jennifer Fox has re-joined law firm Ogier's growing Cayman dispute resolution team as a managing associate, making her the fifth new addition to the ten-member team since October 2017. With more than ten years' experience offshore after practising at the English Bar, Ms Fox whose previous role at Ogier was a senior associate, has broad offshore disputes experience in Cayman and the BVI in contentious insolvency matters, complex civil fraud claims, and disputes involving trusts and investment funds.

2017 eprivateclient Top Residential Property Buying Agents, Property Vision, has appointed Philip Harvey as senior partner following Peter Mackie's decision to step down from the role after 11 years. Mr Harvey, who has been with Property Vision for seventeen years, will oversee a team of twelve partners, based in Property Vision’s offices in London, Ascot and Hungerford.

Aberdeen and north-east Scotland law firm, Raeburn Christie Clark & Wallace (RCC&W), has beefed up its private client team three new solicitors. Michael Kusznir and Fiona Mackintosh joined the department in Aberdeen and Gillian Smith has taken a position within the firm’s Banchory branch. These three new appointments follow that of Annabelle Gow, who joined the department in August last year.

RBC Wealth Management has made two new director appointments in the firm’s Guernsey-based fiduciary services business. Petrina Le Vallois and Sam Ozanne will report to Lisa Barnett, managing director of RBC Trustees (Guernsey) Limited, RBC Wealth Management - International. Mr Ozanne joined RBC as a senior associate in 2015, becoming an associate director in 2016.  He assumes his new role on 27 March 2018.

2017 eprivateclient Top Accountancy Firm, RSM UK, has appointed former RSM UK’s chief operating officer, David Gwilliam as its new chief executive officer, effective from 1 April 2018. Mr Gwilliam will replace current chief executive Laurence Longe, who after 22 years in the role will become chairman of RSM UK on 1 April.

2017 eprivateclient Top Accountancy Firm, Saffery Champness, has elected Matthew Burton to the role of managing partner after recently serving as head of the firm’s private wealth & estates group. This will with take effect from April 2018. He takes over as managing partner from Rob Elliott, whose term of office has come to an end, having served a total of three terms in the role.


UK national law firm, Shoosmiths, has continued its expansion of its contentious trusts and probate offering with the recruitment of Angela Bowman, who will be based at the firm's Thames Valley office. A partner with her previous firm, Freeths (formerly Henmans), Ms Bowman will head up Shoosmiths' specialist contentious trusts and probate team in the South of England.

Global fiduciary services provider, TMF Group, has signed former football referee Pierluigi Collina to be a global brand ambassador.Mr Collina was named FIFA’s “Best referee of the year” six times in a row, and has officiated at both World Cup and Champions League finals. Mr Collina will work alongside Sir Ranulph Fiennes, a man described by the Guinness Book of Records as “the world’s greatest living explorer”.

Edinburgh based law firm, Urquharts, has strengthened its private client offering with the addition of two new members to the team. Sara Smith and Neil McNab joined Urquharts from Shoosmiths on 1 January 2018. Ms Smith has joined the firm as a partner and brings with her Mr McNab. He has come in as a private client manager and has over 25 years’ experience in the sector with experience in tax planning and trust and estate administration.

North West England law firm, Vincents Solicitors, has appointed Claire Hamilton to head up its Chorley office. A private client solicitor and elderly legal specialist, Ms Hamilton’s arrival will also expand the services offered directly from the branch, adding to the existing residential conveyancing and corporate advice the firm provides. She will manage the 10-strong team at the Chorley branch, which opened in 2016 following a merger with Yates Barnes.

Volaw Group (VG) has seen a total of eight new members in the past four months after its rebranding, including three trainees. Among the new arrivals are Lucinda Gouveia, a trust officer, who recently joined VG from Intertrust, Olivia Grimstead, a new senior fund administrator, and previous employee Emily Roque, who has returned to VG after three years with Rawlinson & Hunter.

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