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July people moves 2018

01/08/2018 News Team

Jersey-based litigation and dispute resolution firm Baker & Partners has appointed James Corbett QC as senior counsel. He is one of the first English QCs to join a Jersey firm, and joins the firm from the London office of international disputes and investigations law firm Kobre & Kim.

Butterfield has appointed Brian Balleine as its new regional head to drive their business growth in the Asia region. Mr Balleine, previously managing director of Butterfield Trust in the Cayman Islands, brings over 30 years’ experience in the field of international trust and fiduciary services, and has worked extensively with ultra-high net worth families and their advisers to enable complex wealth planning solutions.

2018 eprivateclient Channel Islands Top 35 Under 35 Nichola Aldrige has been promoted to senior associate at offshore law firm Carey Olsen in its Jersey trusts and private wealth practice. Ms Aldridge joined Carey Olsen's Jersey trusts and private wealth team in 2013 and she specialises in trust law with a primary focus on non-contentious matters. Ms Aldridge’s promotion was one part of a string of promotions to senior associate at Carey Olsen, which also including Julia Schaefer in the Guernsey dispute resolution and litigation team.

Charles Russell Speechlys is expanding its Luxembourg office with the recruitment of corporate partner Jean-Baptiste Beauvoir-Planson. Mr Planson specialises in advising private equity houses, multinational companies and private clients on their inbound and outbound investments. At the same time, Yacine Diallo, who joined Speechlys in 2017, has been promoted to partner.

Independent fund, trust and corporate services provider Crestbridge has made a number of promotions across its network of offices, totalling to a number of 42 internal promotions across the group over the past financial year. In Jersey, Stephanie Marriott has been made a director within the corporate services team, whilst Chloë Sorda (family office services), Mark Collins and Brian Jemwa (central services) have all been made associate directors, and Nicola Nicholson head of marketing. In Bahrain, Mona Aladham has been promoted to assistant manager, as has Mareike Sauerwein in Luxembourg. In the Cayman Islands, Amanda Kong becomes a senior vice president, Alvin Bhawanie a vice president and Pierre Connolly, assistant vice president.

Helen Gale, Andy Isham and Martin Rowley have taken on new leadership roles at Deloitte Jersey following the retirement of Greg Branch. Mr Branch, who has been the senior partner for Deloitte Jersey since 2013 and previously led the Channel Islands practice, will be retiring from the firm this August. Ms Gale will lead the Jersey audit practice, Mr Rowley will lead the Jersey tax practice and Mr Isham will lead the Jersey advisory practice. 

2018 eprivateclient Law Firm Edwin Coe has re-hired Kieron Clement-Smith who re-joins the firm as a senior tax manager within Edwin Coe's tax department. Mr Clement-Smith, an ATT-qualified Chartered Tax Adviser, provides complex tax compliance and tax advisory services to high net worth and ultra high net worth individuals, entrepreneurs, professional partnerships, trustees and owner managed businesses. 

Big four advisory firm EY has announced that 747 people globally have been promoted to partner. The firm said that this represented the largest increase in partner promotions since 2015, and a 12 percent increase on 2017. On a geographical basis, the Americas area had the largest proportion of new partners, with 290 promotions (39 percent), closely followed by the Europe, Middle East, India and Africa (EMEIA) area with 285 promotions (38 percent). New partners in the Asia-Pacific area totalled 137 (18 percent) and Japan had 35 (five percent).

Two former eprivateclient Top 35 Under 35s have been promoted to associate directors at US and UK tax advisory and compliance company Frank Hirth. Glenn Snow and Matthew Pannell were both named in the Top 35 list in 2017, with Mr Snow also making the 2016 list. They joined Frank Hirth in 2006 and 2007 respectively, and have both developed experience in advising high net worth and high-profile clients with both US and UK tax reporting requirements.

UK law firm Greenwoods GRM has announced six promotions, including private client solicitor Clare Harris to associate. Ms Harris joined the firm in 2014 and has helped to grow the Greenwoods GRM private client brand in Cambridge. May Ozga also becomes an associate in the property team, where she plays a key role in the firm’s Peterborough property network. Ollie Flowers (corporate and commercial) and Stephanie Wilcox (employment and agriculture & rural business) become senior solicitors. Members of the Greenwoods GRM support team also gained promotion, including Liam Carter, who becomes accounts manager and Chris Wood, who becomes system specialist.

Guernsey Finance has appointed Dr Andy Sloan as deputy chief executive, strategy. Dr Sloan who joins from the Guernsey Financial Services Commission. He has been acting director of strategy on part-time secondment to Guernsey Finance for the past nine months and now joins permanently to oversee development of jurisdictional-wide financial services strategy through Guernsey Finance in line with the role set out in the Committee for Economic Development’s recently approved economic vision.

Eric Dolan has joined 2018 eprivateclient Top Trust Company, Hawksford, as head of governance risk and compliance (GRC), strengthening the firm’s executive management team. Mr Dolan will be based in Jersey and will have responsibility for Europe, Middle East and Africa (EMEA) and he will manage the firm’s enterprise risk management (ERM) strategy.

Marcus Hinkley has joined Hawksford as head of private client Asia from Withers. Based in Singapore, Mr Hinkley is responsible for the management and development of Hawksford’s private client business in Asia, as well as developing client and intermediary relationships. He has extensive international experience having held private client legal roles in the Caribbean, Channel Islands and Asian financial services markets, as well as New Zealand. 

Isle of Man corporate and trust service provider, Intrust (Manx) Limited (IML) has appointed Lesley-Anne Walker as head of marketing. This appointment is part of the firm’s ongoing expansion plans, which will develop and implement IML’s marketing and business strategy in a bid to increase brand awareness and promote its services to its target audience. 

2018 eprivateclient Top Law Firm Irwin Mitchell Private Wealth has hired Kate Caldwell and Bronwyn Bailey as solicitors to its London office. Ms Caldwell joins the tax, trusts and estates team as a solicitor from Penningtons Manches. Ms Bailey joins the London office’s wills, trusts and estates disputes team, which was established last year with the appointment of partner Claire-Marie Cornford. Joining from Spire Solicitors in Norwich, Ms Bailey is experienced in a wide range of contentious private client matters involving wills, trusts and estates, and has a breadth of experience in disputes involving the court of protection, namely lasting powers of attorney and deputyship applications.

JTC, a London listed service provider, has promoted alternative fund specialist James Tracey to managing director of its Guernsey office. In this role, Mr Tracey will lead the firm’s Guernsey office as it aims to continue to grow its institutional and private client service range from the jurisdiction. He will assume additional cross-jurisdictional responsibilities as he has also been appointed to JTC’s institutional client services (ICS) board.

Global offshore law firm Ogier has appointed senior litigator advocate Rebecca McNulty to its Jersey dispute resolution team. Ms McNulty spent just under ten years in the disputes team as a senior associate at Bedell Cristin in Jersey prior to joining Ogier and is qualified in both Jersey and England & Wales, having trained with Hill Dickinson in Liverpool.

London-based law firm Payne Hicks Beach has expanded its dispute resolution department with the hire of Lucas Moore. Mr Moore joins the firm from American law firm Jones Day where he was partner for five years and associate for 10 years before. He has more than 15 years’ experience in international disputes, advising clients on a broad range of matters from contentious insolvency and fraud to corporate governance and shareholder issues.

Yorkshire law firm Ramsdens Solicitors has added three new partners in its latest annual promotions round. At the same time it has also promoted nine staff to associate and senior associate roles. The new partners are Kirsty Jackson (commercial property), Natalie Lang (court of protection) and Sarah Ward (family). Other promotions include: Senior associates - Lynn Snowdon and Jodie Wielgus (private client), Adam Cockroft (corporate), and Rachel Straughan (conveyancing). Associates - Katie Whitehead (litigation), Katie Sharp (residential property), Emma Spragg (corporate), Lindsay Preston (personal injury) and Jolene Briggs (residential conveyancing).

R&H Trust Co (Jersey) – a part of 2018 eprivateclient Top Trust Company - Rawlinson & Hunter – has hired Matthew Christensen as a director. Mr Christensen qualified as a chartered accountant at Deloitte, London; he subsequently gained experience in corporate finance, management consultancy and restructuring.  Prior to joining R&H, he was a director at Intertrust Jersey.

UK audit, tax and consulting firm RSM has appointed Robert De La Rue as a tax partner in Chelmsford to strengthen its regional and national tax practice. Mr De La Rue joins RSM from Jardine Motors Group (JMG) where he has been group head of tax for the last three years. In his new role, Mr De La Rue will have responsibility for building and developing RSM’s corporate tax team and growing the firm’s corporate tax business locally.

2018 eprivateclient Top Trust Company Sanne has appointed Jonathan Ferrara as its new managing director of its client services business in Jersey. Based in the firm’s Jersey headquarters, Mr Ferrara will be responsible for providing guidance and support to the local client service leadership teams based on the island. At the same time he will work with other country and regional managing directors to encourage continued collaboration and knowledge sharing across the group.

UBS in Jersey has appointed Philip Legrand (Chartered MCSI) as an associate director in the firm's private client team. The Swiss bank said the appointment will assist the further growth of the team’s portfolio of Jersey and UK based clients. He has joined UBS with over a decade of experience in financial services. In his previous position, Mr Legrand ran a team of 12 managers for HSBC.

Valla, an independent Jersey trust company, has made four senior appointments to strengthen its client management team. The hires include the recruitment of two managers with a combined experience in financial services of over 44 years. David Haines has been appointed manager to lead a team of administrators, working closely with the directors to ensure a strong focus on client relationships. Heather Barker joins Valla as a manager and is experienced in administering multi-jurisdictional structures involving trusts, companies, foundations and limited partnerships. Jon Donald has been appointed to the role of client director. He has held a range of other senior roles within the industry over the last 13 years and specialises in business operational matters. Karen Ruderham joins Valla as an assistant manager having worked in the trust and corporate services sectors for over 30 years. Curtis Chilvers has also been promoted to the position of senior trust officer administering corporate clients and real estate entities, together with more complex private client structures.

Vannin Capital, a global specialist in legal finance, has appointed Paul Martenstyn as managing director, effective October this year. Mr Martenstyn joins from magic circle barristers’ chambers Fountain Court, where he has been a clerk since 2008 and the deputy senior clerk since 2011. During his time at Fountain Court, he has been integral to the development of its domestic and international client relationships, as well as the implementation of its business and marketing strategy.

Shropshire-based law firm Wace Morgan has strengthened its private client team with three new hires, bringing the firm’s total number of employees to nearly 100. Alana Graham was appointed as a private client barrister. Sinéad Rickard joins Wace Morgan as a senior private client solicitor. She began her career at the firm’s Shrewsbury ‘law shop’ in 2001, before she moved to Kent where she worked for a large Legal 500 company. David Lane, who specialises in wills, trusts and probate, has also been recruited as a chartered legal executive. 

International law firm Withers has promoted 14 new partners across its Asian, European and US offices. The appointees’ new roles take effect from 1 July 2018. The promotions are: Joy Chang, based in San Francisco, Chua Yee Hoong, based in Singapore, Stefano Cignozzi, based in Milan, Lara Crompton, based in London, Billy Ko, based in Hong Kong, Leong Chuo Ming, based in Singapore, Xanthe Lok, based in London, Joseph Morales, based in Greenwich, Connecticut, Alessia Paoletto, based in London, Alana Petraske, based in London, Matilde Rota, based in Milan, Lesley Timms, based in London, Jocelyn Tsao, based in Hong Kong and Sharon Whitehouse, based in Milan.

UK private client law firm Wrigleys has made a string of partner promotions and two solicitor hires to bolster its Leeds office. The four promoted to partner are Kate Buckham, Natalie Johnson, Emma Ridge and Joanne Spavin, whilst joining the firm as solicitors are Richard Whittaker and Aurea Kevill.

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