December People Moves 2017

02/01/2018 News Team

 Offshore law firm Bedell Cristin appointed Neil May to be its new chief operating officer. Based in the firm’s Jersey office, but with responsibility across all jurisdictions, Mr May’s focus will be on the growth and evolution of the firm.  He will be working closely with the firm's managing partner David Cadin and senior management team in a role that encompasses change management and leadership, operational matters and client service.

Bedell Cristin also promoted Charlotte Beddoe and Rebecca Stannard to strengthen its senior management team. Ms Beddoe, who joined the firm in 2016, has been appointed head of risk and compliance. Previously deputy head of risk and compliance, she has worked in the finance industry for 15 years, predominantly for fiduciary and law firms. Ms Stannard, who is the new head of marketing and business development, joined the firm in 2016 and has more than 15 years’ experience in marketing, communications and business development within the finance industry.

Blake Morgan appointed specialist finance lawyer Meera Jansen as a partner to its banking and finance offering in the London market. Ms Jansen joins from London firm Brecher, and has more than 20 years of experience in law including time at the Royal Bank of Scotland on secondment. 

Brooks Macdonald appointed Stuart Hutchinson as an investment manager in its Cardiff, Wales office. He will be responsible for managing bespoke discretionary portfolios on behalf of a range of clients, with a focus on professional services such as solicitors and accountants. Mr Hutchinson previously worked as an investment manager for WH Ireland in Cardiff, providing discretionary portfolio management services to private clients and professional intermediaries.

Accountancy firm Clive Owen has appointed chartered accountant Rosemary Anderson to its York office as a partner advising on corporate tax matters and personal tax for high net  worth individuals. Ms Anderson trained in audit with KPMG and worked in practice before going into industry as a management accountant, and becoming a qualified tax adviser. In her new role at Clive Owen, she will advise companies on how to arrange their tax affairs to minimise their tax liabilities and will help clients make tax savings through maximising research and development tax credits, claiming capital allowances on capital expenditure and general business planning.

Stephen Horscroft, a specialist in inheritance and succession planning at UK law firm Cripps, has been elected as a steering committee member of the Mental Capacity Global Special Interest Group (SIG). Established by the Society of Trust and Estate Practitioners (STEP) in 2010, the SIG focuses on issues concerning capacity in all aspects of legal work relating to inheritance and succession planning. The committee comprises members from across the globe providing an international stage to promote best practice and influence public policy in relevant areas concerning capacity.

Deutsche Bank appointed Matthew Spencer as a managing director and UK head of intermediaries and multi-family offices (MFOs), thewealthnet, sister publication to eprivateclient, exclusively revealed. Mr Spencer, who takes up his new role from the start of 2018, becomes the first member of the leadership being assembled under Michael Morley, who was appointed head of Deutsche Bank Wealth Management in the UK in June this year.

Fairway Group appointed a new director to help bolster the growing pension trustee and employee benefits division of the business. Alison Creed has joined the firm from RBC and has over 19 years of experience from within the international pension and employee benefits arena. Alison’s experience spans the personal and corporate pension markets, including the structuring of multi-jurisdictional pension schemes and international pension plans. She also has significant corporate governance experience including directorships on investment and private equity related companies.

Gorvins Solicitors promoted Tasoula Addison to senior associate. Ms Addison joined Gorvins in 2013 as an associate solicitor for the wills, trusts and probate department and is a fully qualified member of the Society of Trusts & Estate Practitioners (STEP). Advising on succession planning for family businesses, Ms Addison regularly deals with estates with a contentious element. In addition, she is a Dementia Friend Champion for the Alzheimers Socety.

Harneys expanded its Asia operations with the official launch of its Shanghai office as a fully operational legal and fiduciary services firm. The global offshore law firm was granted a licence to offer international legal services by China’s Ministry of Justice earlier this year, making it the first offshore law firm with a full service legal team on the ground in China. The Shanghai team will be led by Kristy Calvert, who has more than 15 years’ experience of working on cross-border transactions, ten of which were gained in the PRC.

2017 eprivateclient Top Accountancy Firm haysmacintyre made two lateral hires into its audit team. Alex Barker joins from Buzzacott as a senior manager and Sarah Jones joins from Simmons Gainsford to take up the role of manager, focusing on corporate clients. Mr Barker specialises in advising international groups and owner managed businesses with a range of business models. At haysmacintyre he will support the growing creative, media and technology sector client group. Ms Jones is experienced in supporting businesses within manufacturing, tech, distribution, healthcare, hotels and leisure. She advises a range of corporate clients, from bigger international companies through to owner managed businesses.

Hibberts Solicitors appointed two new solicitors to its probate department as part of its growth and expansion strategy. Nicola Mahon, a Trusts and Estates Practitioner (TEP) is based in both the firm's Crewe and Nantwich office working in the probate department and is joined by Selina Pavey at Nantwich, who will also be assisting the probate team. Ms Mahon has carries out private client work since 2000 in firms throughout Manchester and Cheshire, and is a member of the private client section of The Law Society and a full member of STEP.

2017 eprivateclient Top Trust Company Intertrust's supervisory board has nominated Stephanie D. Miller as the firm's new chief executive and member of Intertrust's management board, subject to shareholder and regulatory approval. Ahead of Ms Miller's appointment, an extraordinary shareholders meeting will be convened for Friday 19 January 2018. Subject to shareholder and regulatory approval, Ms Miller will be appointed as chief executive for a period of four years, starting 22 January 2018. Ms Miller succeeds current member of the management board and chief executive, David de Buck, who will be available until the annual general meeting of 17 May 2018 to support a smooth transition. American born Ms Miller has more than 15 years of international experience in financial services, including executive roles in fund and corporate services businesses.

Three specialist partners joined Irwin Mitchell’s court of protection team in Manchester from rival law firm Slater & Gordon. The partners include Lucy Nicol, who joined on 13 November, as well as Damian Hodkinson and Gillian Hitchen who will join Irwin Mitchell early in 2018. Niall Baker, managing partner of the court of protection and public law departments at Irwin Mitchell, said: “Our court of protection team across the country is the strongest and covers the widest regional area of any law firm. Our new recruits add to that strength in depth and will allow us to help even more people, particularly in the North West.

Yorkshire and North East law firm Newtons Solicitors, made a series of appointments, with the aim of consolidating its growth and further enhancing its service to clients. Dorothy Price and Jack Stainthorpe join its residential conveyancing team and Katie Ward and Elizabeth Whitaker the wills, trusts and probate department. The new team members will work across Newtons offices in Thirsk, Richmond and Northallerton. Ms Whitaker, a solicitor who has relocated to Yorkshire from Cirencester where she worked at Sewell Mullings Logie LLP, will be based in Richmond. Ms Ward, is a solicitor who advises clients on everything from preparing wills and letters of wishes to administering estates. She joins the team from Coles Solicitors and will be based in the Northallerton office. Ms Price, a conveyancing executive with over 40 years’ experience in all aspects of residential property transactions, also joins Newtons from Coles Solicitors and will be based at the office in Thirsk. Finally, Mr Stainthorpe, also a conveyancing executive, will be based in Northallerton.

As part of its growth plans, independent financial services company PraxisIFM created two new group and two new director positions in the Channel Islands. Siobhan McGrath and Dan Toft have been promoted to directors at PraxisIFM Trust Jersey where they have joined the board. Ms McGrath leads a private client team looking after a variety of trust and corporate structures, and focuses on building and maintain relationships with high net worth clients and intermediaries. Meanwhile, Sharon Coburn becomes the new group head of human resources based in Guernsey, while Jersey-based Richard Morris is the new group financial reporting manager. Dr Morris joined in May 2016 and is now responsible for collating, analysing and reporting the group’s financial results to the market.

PwC in the Channel Islands appointed Simon Perry as its new senior partner. With effect from 1 January 2018, Mr Perry will take on the role, succeeding Brendan McMahon, who has held this leadership position since 2012. A partner with PwC since 2005, Mr Perry has had a wide variety of roles within the firm so far, accumulating wide-ranging experience working in asset and wealth management practices at PwC in Sydney, London and in the Channel Islands. His most recent role was as a partner on secondment to PwC’s London office since 2013, leading the UK asset and wealth management advisory business.

Stonehage Fleming appointed Anastasia Shvetsova as a senior associate in its corporate finance team. Ms Shvetsova joins from JP Morgan which she joined in 2012 and was a member of its corporate finance team for EMEA consumer and retail. “Anastasia’s appointment comes at a very exciting time for us,” said Richard Hill, partner, and head of corporate finance and direct investments. “The current landscape of strong equity markets and valuations are supporting M&A activity and demand for specialist advice is increasing. Direct private equity investing by families and their family offices is also expanding and our business is well-placed to support our clients’ activity in this important area.”

The UBS board of directors will nominate Jeremy Anderson for election to the board of UBS Group AG at the annual general meeting of shareholders on 3 May 2018. Mr Anderson was the chairman of KPMG’s global financial services practice from 2010 until November 2017. He has spent over 30 years working with the banking and insurance industry in an advisory capacity, covering a broad range of topics, including strategy, audit and risk management, technology and operational transformation, mergers and bank restructuring.

2017 eprivateclient Top Trust Company Zedra appointed Lisa Tan to the role of head of corporate services in its Singapore office. Ms Tan has a decade of experience working with private clients and corporate entities, including at KPMG where she specialised in corporate income tax compliance and advisory work for large multinational companies. Later in her career at KPMG, while working with global trust and fiduciary providers, Ms Tan built up substantial experience in setting up corporate structures for both private clients and large multinationals with a particular focus on Singapore based structures.

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