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September People Moves 2018

01/10/2018 News Team

2018 eprivateclient Top Trust Company  Accuro has made a senior hire in its London office as part of the firm's continued expansion into the non-fiduciary space. The multi-jurisdictional trust and family office business has appointed 2011 and 2012 eprivateclient Top 35 Under 35 Mustafa Hussain as an executive director based out of its London office. Having joined from international law firm Taylor Wessing, Mr Hussain is experienced in advising and working closely with royal families, merchant trading dynasties and single family offices. 

Scottish law firm Anderson Strathern has made a raft of senior promotions and trainee retentions, following a strong year of growth so far in 2018. As well as a new partner - Gillian Jamieson - in its commercial litigation team, the firm has promoted six to senior associate: David Coutts (family law), Karen Craig (rural land & business), Aileen Entwistle (private client), Scott Flannigan (dispute resolution) and Natalie McCartney (dispute resolution). The firm has also promoted four to associate including Sarah Thurston in the firm's private client team. The private client team has also seen Laura Murray promoted to the role of senior solicitor, one of six across the firm.

Andersen Tax has made Chad Thiel the US tax firm's new firm wide private client services (PCS) lead. In addition to his role as the firm's Orange County office managing director, Mr Thiel will also lead, manage and drive results across the PCS practice in the US. Mr Thiel has over 20 years of experience serving a wide variety of high net worth families and their related corporate, partnership, trust and charitable entities. 

UK law firm Bircham Dyson Bell (BDB) has promoted Hamish Frost to trust director and Patrick Lynam to legal director in the firm’s private wealth department. Mr Frost joined the firm in 2002 as a senior trust manager, and now is head of trust management and specialises in UK tax compliance affecting resident and offshore trusts. Mr Lynam, who joined the firm in 2012, works closely with the tax trusts and estate planning team in relation to the capital tax planning and administration of estates. He was named an eprivateclient Top 35 Under 35 in 2015.

UK-based wealth management firm Brewin Dolphin has appointed Andrew Sloan as regional relationship manager (RRM) to develop its professional services offering across its four Scottish offices. Mr Sloan is the firm’s first RRM appointed to look after its Scottish professional services offering. In this new role, he will be responsible for building relationships with law and accountancy firms across Scotland. Based at Brewin Dolphin’s Edinburgh office, he will also manage the firm’s relationship with the Law Society of Scotland, which recently named Brewin Dolphin as its wealth management partner.

Manchester-based law firm Davis Blank Furniss has appointed Libby Holding as the new head of its private client department. Ms Holding joins Davis Blank Furniss from Beaumont Legal in Wakefield. Her new role will see her focusing on a variety of core work including wealth and succession planning, inheritance tax advice, trust creation and administration, wills, lasting powers of attorney and estate administration.

Big Four accountancy firm Deloitte has appointed Willo Renehan as a tax partner to its private markets team. Based in London, Mr Renehan will specialise in private businesses and focus on building relationships with large privately held groups and FTSE350 companies.

European law firm Fieldfisher has hired tax specialist Jean-Luc Dascotte as a partner to strengthen its tax team in Luxembourg. Mr Dascotte is a tax specialist with more than 20 years’ experience in Luxembourg, France and Belgium. A former managing partner for Tiberghien Luxembourg, he joins Fieldfisher as a third tax partner in Luxembourg, headed by country managing partner Ingrid Dubourdieu. 

UK law firm Fladgate has appointed real estate partner Helen Curtis-Goulding from Mishcon de Reya. Ms Curtis-Goulding joins from Mishcon de Reya to advise on high value and complex freehold and leasehold residential transactions to both domestic and international clients. 

UK accountancy firm Grant Thornton has boosted its team in Yorkshire with five new hires. The five new members of staff are: Ben Vaux (corporate tax manager), Stephanie Holmes (indirect taxes manager), Isfan Hanif (indirect taxes executive), Stacie Nicholls (corporate tax associate) and Daniel Andreca (private client tax associate). The new staff have joined Grant Thornton in its Leeds and Sheffield offices.

Promotional body Guernsey Finance has revealed that is recruiting a new London representative to continue the work done in enhancing business connections with the UK capital over the last few months. Adrian Norman who has been Guernsey Finance's London representative since April this year is moving on to pursue a new opportunity with a start-up in London, Guernsey Finance has said. The successful applicant would have a remit to further promote awareness of Guernsey’s finance offering, educate about Guernsey’s financial services, and connect London professionals with Guernsey practitioners.

Following the appointment of Dr Andy Sloan, as deputy chief executive, strategy at promotional body, Guernsey Finance, the Guernsey Financial Services Commission (GFSC) has made some alterations to its senior management structure. Senior staff responsibilities have been re-allocated as follows: Emma Bailey is now director of the authorisations and innovation division, Katherine Jane is now director of risk and financial stability and Gillian Browning is now director of the investment, fiduciary and pension division.

National law firm Irwin Mitchell Private Wealth has appointed Satya Bagga as family law solicitor in its Bristol office. Ms Bagga is joining the firm from Metcalfes Solicitors as a newly qualified solicitor to the family law team. She has recently completed a focused training contract with a 12-month seat in the family law practice and three months in the private client and Court of Protection practices respectively.

Geoff Cook is to step down as chief executive of Jersey Finance after almost 12 years in the role. Mr Cook who will remain in his position as chief executive throughout his notice period said he plans to "transition to a non-executive career in financial services as a board director and adviser". Prior to joining Jersey Finance in 2007 Mr Cook was head of wealth management for HSBC Bank Plc based in London, and was responsible for the delivery of financial planning, trust and mortgage services to the 10 million HSBC customers in the UK. His earlier career was spent at senior management level within HSBC Bank Plc in the UK.

UK law firm Kingsley Napley has appointed James Ward as a partner and head of its private client team, effective 10 September. Mr Ward will lead a team comprising three other partners and four associates at Kingsley Napley, which includes tax and trusts practitioner Jim Sawer and court of protection specialists Simon Hardy and Anita Gill.

Offshore law firm Maples and Calder has opened a new office located in Jersey and as a result the firm has made three senior hires to support the expansion. The office is managed by Jersey advocate Chris Byrne who joins as managing partner and brings over 20 years' experience in the Jersey legal market. He joins from Cobalt Advisers and was previously at Ogier for 22 years. Simon Hopwood joins as partner and is an investment funds specialist who has almost 20 years' experience advising on private equity and real estate funds. Paul Burton is a corporate and finance specialist and Jersey advocate who has experience in public and private M&A, corporate/investment structuring, debt financing and capital markets transactions. He has previously held roles at Carey Olsen as a senior associate and Ogier as an offshore lawyer.

UK accountancy firm Mercer & Hole has added Andy Turner as an audit and business advisory partner.  Mr Turner was previously at KPMG as an associate partner for 29 years and worked in Manchester, Moscow, New York and London. In his new role, Mr Turner will be advising clients from Mercer & Hole’s London office, He is experienced in advising the sports, media and hotel industries and has worked with a number of high profile clients. 

Independent Scottish law firm Morton Fraser has agreed with Addleshaw Goddard to take on its ten-strong Scottish private client team as part of a move to focus its private client offering on tax and succession planning for individuals, families, business owners and executives. The Addleshaw Goddard Scottish private client team is led by Gregor Mitchell, who will join Morton Fraser as a partner alongside Euan Fleming and a team of eight consultants, solicitors, paralegals and executive assistants.

Separately, the firm has agreed terms to take a minority stake in Coulters and in doing so transfer its eight-strong residential property team to the Edinburgh estate agency. Morton Fraser will no longer directly provide estate agency work. Instead, it will now boast one of Scotland’s largest private client offerings with a team of over 60.

Law firm Muckle LLP has appointed Julie Garbutt, a wills, trusts and estate planning specialist, as a senior associate in its private client team. In her role she will be advising UK business owners, senior executives, professionals and other individuals on all aspects of private client services, including estate planning, wills, succession, inheritance tax, family trusts, powers of attorney and probate.

New Quadrant Partners, a London based boutique private client law firm, has appointed Jamie Mathieson as partner.  Mr Mathieson has over 20 years’ experience in the private client industry and joins the firm from Fladgate LLP solicitors where he worked for 16 years as a senior associate chartered legal executive within the tax group.

Ocorian, a global provider of private client and family office services, has promoted Nick Cushion to the position of executive director based in the firm's Jersey office, effective immediately. Prior to joining Ocorian in 2003 where he was a client director for 15 years, Mr Cushion held roles at Union Bancaire Privee, Julius Baer and Chase Bank & Trust Company.

2018 eprivateclient Top Trust Company Ocorian  has announced a further 48 promotions, including nine at director level. The promotions come as the firm has, in just twelve months, grown from a workforce of 250+ to over 700 staff worldwide with presence across Europe, Africa, Asia, the Middle East and North America. 

The full list of promotions is: Executive director: Nick Terry (Jersey), Director: Asnath Sultunti (Mauritius), Kelly Ong (Singapore) Client direcor: Serkan Ozturk (Luxembourg), Associate director: Lisa Grant (Jersey), Sandra Powell (Jersey), Kam Kian Kok (Singapore), Dipali Saraf (Singapore), Ronny Shen (Singapore), Senior manager: Emma Le Boutillier (Jersey), Paul McGinness (Jersey), Sam Vautier (Jersey), Meta Latif (Singapore), Keith Anderson (Ireland), Elaine Kennedy (Ireland), Ava Gallagher (UK), Senior accountant: Andrew Harte (Jersey), Joana Ho Shing (Mauritius), Shanawaz SK Hossen (Mauritius), Sookeshi Maunick (Mauritius) Manager: Natacha Kay (Jersey), Trudie Lee (Jersey), Mike Ozanne (Jersey), Laurel Syvret (Jersey), Faizal Soobhany (Mauritius), Widya Lestary (Singapore), HR business partner: Ellie Wood (Jersey), Assistant manager: Andy Audrain (Jersey), Samantha Cesar (Jersey), Erika Mahe (Jersey), Kim Mondy (Jersey), Laura O'Kane (Jersey), Iwona Wittmeyer (Jersey), Melanie Muller (Luxembourg), Khooshyal Callika (Mauritius), Pushpa Gopal (Mauritius), Sanka Mooneyan (Mauritius), Mervi Mullah (Mauritius), Nausheen Neeamuth (Mauritius), Senior corporate officer, Maxime Gouman (Luxembourg), Antoine Richard (Luxembourg), Oliver Wauters (Luxembourg), Senior adminsitrator: Emily Clark (Jersey), Rebecca Myles (Jersey), Tina Ritzema (Jersey), Kurtish Boodhoo (Mauritius), Administrator: Jennah Mahe (Jersey), Charlotte Smaller (Jersey).

Law firm Osborne Clarke has strengthened its international tax offering with the appointment of tax specialist Job van der Pol as partner and head of its tax team in the Netherlands. Previously he was at law firm Freshfields Bruckhaus Deringer where he worked as counsel for more than 13 years in Amsterdam.

2018 eprivateclient Top Accountancy Firm Saffery Champness has appointed Julie Berry as IT partner. She will become a full member of the firm’s partnership and will develop and implement its long-term IT and technology strategy. Ms Berry joins the firm with more than 25 years' experience in IT, general and strategic management and service delivery.

2018 eprivateclient Top Trust Company Sanne has appointed Yasemin Demirtas as director in the firm’s real estate business in Amsterdam, the Netherlands. Ms Demirtas will be responsible for driving Sanne’s European real estate offering to a variety of clients and structures that invest directly or indirectly in real estate. She will work alongside Jason Bingham, head of real estate, who is based in Sannes’s London office.

Accountancy, investment management and tax group Smith & Williamson has promoted Angela Hughes and 2012 eprivateclient Top 35 Under 35 Edward Emblem in the private client tax team to partners in its London and Guildford office respectively. Ms Hughes has been a director at Smith & Williamson for 24 years where she looks after tax, wider financial administration of both UK-based and international individuals, families, their trusts and charitable interests. Mr Emblem who has been a director at the firm for three years joined Smith & Williamson in 2015 from Baker Tilly where he was an associate director for almost eight years. Prior to that he was a private client tax manager at Menzies Chartered Accountants.

Former eprivateclient Top 35 Under 35 Sophia Passingham is joining Tax Advisory Partnership (TAP) as a director with a view to helping the firm in its current investment strategy to grow the business. Joining on 10 September 2018, Ms Passingham, who was named as a Top 35 Under 35 in 2012, 2013 and 2014, was previously at Rawlinson & Hunter where she was a senior manager in the firm’s private client tax department. Prior to that Ms Passingham (née Watsham) worked at KPMG from 2002 to 2011 before joining EY in 2011 where she was promoted to assistant director- private client services in 2015.

International law firm Taylor Wessing has appointed Kunal Vyas as a partner to its private client team in London. Mr Vyas has joined from Bryan Cave Leighton Paisner where he acted for UK and international clients across the private client spectrum including high net worth individuals, entrepreneurs, trustees, financial institutions, fund managers and funds. In addition to becoming a partner in the private client team, Mr Vyas will also be a new addition to the firm's international private wealth group. 

Family law and divorce specialist Carly Weyman has joined the private client team at UK law firm Veale Wasbrough Vizards (VWV) in Birmingham. Ms Weyman joins from Tanners Solicitors in Cirencester and offers legal advice to private clients based in the Cotswolds and the Midlands in relation to all aspects of family law including divorce, separation and cohabitation disputes, child arrangement orders, nuptial agreements and domestic abuse. 

International arbitration attorney Emma Lindsay has joined Withers as a partner in the firm's New York office. She has joined Withers from Bryan Cave Leighton Paisner, where she led the international arbitration team. Ms Lindsay is a dual-qualified international dispute resolution lawyer specializing in investor-state arbitration and international commercial arbitration. She represents corporate, sovereign, and individual clients in numerous jurisdictions, under various applicable laws, and across a wide range of industries, including energy, infrastructure, insurance, pharmaceuticals, tourism, hospitality and financial services.

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