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June people moves 2018

02/07/2018 News Team

Alavarez and Marsal Taxand, LLC (A&M Taxand), an affiliate of global professional services firm Alvarez and Marsal (A&M), has appointed Jon de Jong and Louis Mancini as senior directors, strengthening the firm’s ability to advise businesses on global tax matters. Mr de Jong, who will be based in Denver, Colorado, has over 20 years’ experience in the industry and joins from Koch Industries. Mr Mancini will be based in New York and joins the firm from PwC.

Aberdeen-based accountancy firm Anderson Anderson & Brown (AAB) has appointed Fraser Porter as partner, to be responsible for the firm’s wealth management division. Prior to his appointment, Mr Porter was head of business development and banking services at Adam & Company. 

Sussex and Kent-based legal and consultancy firm, Asb law LLP, has made a series of new appointments, including four new partners. Stephen Smith, a family partner from 1 May 2018, has over 20 years’ experience of family matters and was previously head family and private client at Kent-based law firm, Brachers. Daniel James was also appointed. Mr James is head of aviation and joined Asb law on 1 May 2018 from Stevens & Bolton. Asb law has also promoted two existing associates to the partnership, who are Nicola Billen and Andrew Frake. They will both work in dispute resolution. Other internal promotions include promotions to associate level for Simon Amos (dispute resolution and aviation) and Daniel Tozer (corporate finance). 

UK law firm Brabners has promoted three of its senior associates to partner across its corporate, family and private client teams. The three promoted lawyers are David McGurnaghan (private client), Joanne Radcliff (family), and Nikki Whittle (corporate). Mr McGurnaghan has over 10 years’ experience and will work closely with Duncan Bailey, head of the private client department. Ms Radcliff is a specialist in family law and also a trained collaborative legal practitioner, which offers an alternative method of dispute resolution to her clients. Ms Whittle leads the firm’s corporate team in Preston. Brabners also confirmed that its current seven second year trainees will all remain at the firm as newly-qualified solicitors in September. They are Will Eggleston (commercial), Adrian Horne (employment), Russell Kaminski (private client), Elke Kendall (litigation), Joshua Oxley (litigation), Alexander Thow (corporate) and Felicity Wimbush (planning and environmental). 

Lincolnshire law firm Bridge McFarland has appointed Paul Dimbleby, who will be returning to the firm as a partner having originally undertaken his training contract with Bridge McFarland, qualifying in 2008. Mr Dimbleby is a private client solicitor who specialises in administering very large and complex estates. Prior to his appointment he has held roles as partner at John Barkers, consultant at RJ Solicitors and solicitor at Andrew & Co LLP Solicitors. 

2018 eprivateclient Channel Islands Top 35 Under 35 Hannah Bisson has relocated to Singapore as part of Butterfield Trust’s drive into the Asian jurisdiction. Ms Bisson takes up the role of manager, trust services and business development at Butterfield (Singapore). Previously, she had been based in the Guernsey office, where she had worked since 2008 and was a manager. 

The former London head of private clients at UK accountancy firm Grant Thornton, Craig Kemsley, has joined a new legal services business as its head of tax and legacy. Australian born Mr Kemsley joins Calibrate Law- an ABS that provides a mixture of legal and non-legal services such as tax and accountancy advice.

2018 eprivateclient Top Law Firm, Charles Russell Speechlys, has appointed Alan Kitcher as head of trusts and probate. Mr Kitcher was named as a Top 35 Under 35 in 2017 and is a qualified accountant who has worked in the trust and private client industry for the past 13 years with both accountancy and law firms, most recently at Haysmacintyre. 

Charles Russell Speechlys have also made a series of partner promotions, which saw eight lawyers added to the partnership, a further four promoted to legal director and 22 to senior associate roles. A 2015 eprivateclient Top 35 Under 35, Sarah Jane Boon has been promoted to partner in the family team, along with Jamie Kennaugh, who first joined the firm as a trainee in 2007. James Bradford and Sangna Chauhan, a 2013 Top 35 under 35 have become partners in the tax, trusts and successions team. The other new partners are: Robert Birchall (corporate tax), Richard Coleman (corporate), Jonathan McDonald (commercial), and Charlotte Pender (commercial dispute resolution). The promotions were effective from 1 May 2018.

Global law firm Dentons has appointed Roddy Harrison as partner in its private client and charities team within the UK tax department, based in Scotland. Mr Harrison joins from BTO Solicitors, where he headed the private client practice and was a partner for over 15 years. 

A new specialist family law practice, Edward Cooke Family Law, has opened in West Sussex and has been established by Edward Cooke, a family lawyer and mediator. Mr Cooke has practiced family law for the past 18 years and previously headed family law teams at two firms in Hampshire and West Sussex, Anderson Rowntree and MacDonald Oates. 

David Kilshaw has left EY as he reached the firm’s retirement age for partners, eprivateclient revealed. Mr Kilshaw, who is an eprivateclient 50 most influential, joined EY in 2014. Prior to this he worked at KMPG, where he was head of its private client tax team and later chairman of its private client group.

UK law firm Harper Macleod announced its biggest ever round of promotions in its 30-year history. 42 solicitors in the firm have been promoted to new positions, including two new partners- Jo Nisbet and Limor Wolfe in the firm’s corporate and real estate teams respectively- taking the firm’s partner count to 66. There are 21 lawyers making the move up to senior associate, including Andrew Mackenzie and Andrew Upton (dispute resolutions), as well as Lindsay MacEwen and Susie Cowan (private client). There are also seven new associates including Jenni Gear (family) and 12 who have been promoted to the new senior solicitor level including Jane Whyte, Leigh Beirne and Sarah Stewart (private client). 

2018 eprivateclient Top Trust Company, Hawksford has appointed a corporate business development director with over 20 years’ experience in the financial services industry. Danny Curran, who will be based in the UK, will be responsible for securing and developing new business in Hawksford’s corporate services division.

Hawksford have also appointed David Burmingham as a money laundering reporting officer. He has over 30 years of experience in law enforcement and financial crime investigation as a member of the police force. Mr Burmingham began his career with Surrey Police in 1987. After moving to Jersey in 2006, he became head of the Police and Customs Joint Financial Crime Unit (JFCU) in 2012.

Residency firm Henley and Partners has appointed Dr Diego Acosta to its board of advisers. Dr Acosta is a specialist in the field of comparative migration law and is associate professor of European and migration law at the University of Bristol. He holds a PhD in European law form King’s College London and has authored over 40 publications, including two monographs and three co-edited books.

HMRC has appointed David Bunting as an interim general counsel and solicitor, following Gill Aitken’s decision to leave HMRC. Mr Bunting will take up the role from 1 July 2018 and will report to HMRC’s chief executive Jon Thompson. He has over 20 years of legal experience.

Intertrust in Jersey has appointed Shervin Binesh as a client director in its performance & reward management team. He will be lead the strategy to evolve the team’s provision of high quality trustee and administration services for share plans, deferred compensation plans and pensions and savings plans to large corporates. With over 15 years’ experience in the financial services industry, Mr Binesh most recently worked at Link Asset Services. 

UK national law firm Irwin Mitchell Private Wealth has recruited Lucy Samy as a new associate to its tax, trusts and estates team. Ms Samy joins the private wealth division from Woking-based Mackrell Turner Garrett, where she was interim head of private client.

Irwin Mitchell Private Wealth has also appointed Tony Bogle to the newly created role of commercial director, based in London. Mr Bogle was most recently head of strategy and performance for Santander UK’s retail distribution arm. In the last three months Irwin Mitchell Private Wealth has expanded its national departments with several recruitments. Jonathan Gist joined the Birmingham office, Katie McCann the Manchester office and Andrea Jones was recruited to lead the tax, trusts and estates team in the Leeds office.

The Jersey Society for Chartered and Certified Accountants (JSCCA) has announced a new executive committee to support its members. James de Veulle has been appointed president, with Wendy Martin supporting him as vice-president, both are expected to hold their posts for the next two years. Mr de Veulle is an assurance director at PwC in Jersey and leads its banking industry sector across the Channel Islands. Ms Martin is head of tax at EY Channel Islands, and has over 15 years’ experience advising clients on a wide range of tax matters including international tax structuring in the private equity sector. Another change comes with Catherine Watson taking on the role of chair of the training and CPD sub-committee.

Maitland, a global advisory and administration firm providing multi-jurisdictional legal, tax, fiduciary, investment and fund administration services has appointed Tim Oddy as senior relationship manager for its UK and EU funds business. Mr Oddy has over 35 years of experience in relationship and business development and he joins Maitland from Ballybunion Capital, where he was managing director UK.

Shropshire law firm mfg Solicitors has boosted its private client ranks with two new hires. Sally Smith, who has over 12 years’ experience advising people on tax, estate matters, and issues relating to the care of elderly relatives, has joind the Ludlow office of mfg Solicitors as an associate. Also joining, is inheritance and estates specialist Sam Freeman, who will be based at the firm’s Worcester and Kidderminster officers. The 27 year-old will work alongside experience lawyer Amanda Piper.

Global offshore law firm Ogier has promoted dispute resolution specialist Oliver Passmore to partner. Jersey-based Mr Passmore’s practice includes all aspects of shareholder disputes, fraud and asset tracing, insolvency, banking and regulatory matters. 

After a 38-year career, Thomas Meier retired from Paicolex on 30 June 2018, as he resigned from all Paicolex board appointments. Mr Meier joined the firm as an executive director in 2005 and is also a member of STEP and the international tax planning association. Prior to working at Paicolex, he worked with various Swiss banks, including 13 years with Rothschild Bank AG in Zurich as head of the trust department.

Family lawyer Linzi Bull has joined Penningtons Manches as a partner. Ms Bull, who joined the firm from rivals Harbottle and Lewis, is known for her work relating to LGBT family issues, including international surrogacy, and regularly advises on pre-conception agreements. 

Yorkshire law firm Rollits has appointed two new solicitors in its private capital department, Emma Fawke and Bella O’Keeffe, to strengthen its existing team of private client lawyers. Ms Fawke has worked in the legal sector for over 12 years and will be based in the firm’s Hull office. Ms O’Keefe, who will be based in the York office, joins from a local York law firm and advises clients on wills, creation of trusts, estate planning, taxation, administration of estates, powers of attorney, court of protection applications and care home fee planning.

2018 eprivateclient Top Accountancy Firm RSM has appointed Sehjal Gupta as an associate director in its private client team in London. In this role, she will provide advisory an tax planning work, predominantly for high net worth individuals and non-UK domiciled clients. Ms Gupta, who is both FCA and CTA qualified, joins RSM from boutique tax firm Lancaster Know prior to which she spent 12 years at Rawlinson & Hunter.

Fiduciary services provider, Sanne, has appointed Ashley Vardon as director of private equity funds, to be responsible for the delivery and oversight of fund administration services for private equity and listed funds with Sanne’s Europe, Middle East and Africa (EMEA) business. Jersey-based Mr Vardon previously spent 11 years at Ocorian, where he oversaw teams specialising in private equity and Shari’ah compliant structures.

Stonehage Fleming has appointed Paul Matthams as partner within the family office division in Jersey. Prior to his appointment, Mr Matthams was at offshore law firm Carey Olsen, where he was a partner for around 20 years and was also head of the firm’s trusts and private wealth group from 2005 to 2016. 

Scottish law firm Thorntons has continued its “investment in future legal talent” by appointing seven newly-qualified solicitors. Zoe Irving joins land and rural business in Perth, Katie Hobkirk joins corporate law and intellectual property and Iona Anderson joins private client, both in St Andrews. Jamie Lyons and Danny McGinn both join the personal injury team in Dundee, while Ling Deng joins dispute resolution and claims, and Rachel Lawson joins corporate law and intellectual property, also in Dundee.

Trident Trust Group, a 2018 eprivateclient Top Trust Company, has appointed Mark O’Sullivan as managing director of its Hong Kong office. Mr O’Sullivan is a qualified chartered accountant, with experience in the fiancé and the trust and corporate services industries. Prior to his appointment, he was the regional managing director of North Asia for TMF Group.

Gill Aitken, former general counsel and solicitor for HMRC, has left the department to take up a new role as Registrar at the University of Oxford. Ms Aitken joined HMRC to leas the solicitor’s office and legal services in 2014, and had previously worked at the Department for Work and Pensions, the Department for Environmental Food and Rural Affairs and the Department of Health. She is chair of governors at the London Academy of Excellence in Tottenham, North London.

The team at Vistra Fund Services (Guernsey) Limited has grown, with two new management appointments. Gail Clark, who has worked in offshore finance for 28 years, has joined as manager of the recently established corporate fiduciary team. Aidan Gallagher also joins Vistra as a manager from KPMG. He is a qualified chartered accountant and has recently completed a specialist course in international financial reporting standards. 

Swiss law firm Walder Wyss has added Fouad Sayegh to its tax team as a new partner in its Geneva office. Mr Savegh has experience in most aspects of domestic and international taxation and regularly advises high net worth families. He is registered with the Geneva Bar, and admitted to practice in Switzerland and New York. 

2018 eprivateclient Top Trust Company Zedra has appointed Henry Kierulf, a trust and private client specialist, as client director, based in Jersey. Mr Kierulf, who is a chartered accountant, has held several senior positios at RBC Wealth Management, where he worked for 22 years.

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