Wealth Wizards
The advice tech firm has named Ben Hampton as chief executive, effective 1 January 2023.
Founder and current chief executive Andrew Firth will continue as chairman.
Hampton joined Wealth Wizards as chief product officer in February this year from abrdn, where he led its digital retirement advice business.
Janus Henderson
The asset manager has appointed Michelle Dunstan as chief responsibility officer.
Dunstan joins Janus Henderson from AllianceBernstein, where she has spent the last eighteen years in a variety of roles, including as global equities portfolio manager and senior research analyst, and most recently as chief responsibility officer.
Indosuez Wealth Management
The global wealth management arm of Crédit Agricole Group has two bankers and a portfolio manager.
Sandy Chen has joined as managing director and senior banker, Mark Chester Ng joins as executive director and senior banker, and lastly, Sarah Lee joins as director and senior portfolio manager of asset management.
Chen was senior vice president at UOB Private Banking, where she managed ultra-high-net-worth clients in Singapore and China. Ng was at J Safra Sarasin, where he expanded the ultra-high-net-worth segment targeted at entrepreneurs, business owners and their families in southeast Asia.
Lee was at BNP Paribas Wealth Management, where she led the global equities portfolio with a focus on thematic and sustainable mandates.
JP Morgan Private Bank
The private bank has appointed Ulysses Lau as head of investments and engagement for Asia.
Lau will continue to be based in Hong Kong and will report to Kam Shing Kwang, chief executive for JP Morgan Private Bank in Asia.
Most recently, he was the head of investments and advice for Hong Kong and the Philippines, where he led his team in providing portfolio management and advisory services for clients with investments across asset classes.
Lau succeeds Diana Robinson, who will relocate from Hong Kong to London and assume a similar role, leading the investment adviser team for the firm’s UK, Ireland and Channel Islands business.
Evelyn Partners
The wealth management and professional services group has named Laura Hayward as a private client tax partner, subject to regulatory approvals.
Joining Evelyn Partners from BDO, Hayward focuses on advisory services to high net worth individuals, their families, businesses and trust structures.
Russell-Cooke
The law firm has named partner Nicole Gallop Mildon to its private client practice.
Gallop Mildon applies her specialist expertise to all aspects of private wealth including estate planning, wills, probate and incapacity.
Originally from Belgium and a fluent French speaker, much of her work has a cross-border element, particularly relating to France or other French speaking countries. She specialises in advising on French property issues and transaction structuring, especially in relation to effective tax planning.
DWS
Paul Kelly has been named as global head of the asset manager’s alternatives operation.
He will join DWS from Blackstone, where he was a senior managing director and chief operating officer of the credit division.
AAB Wealth
The advice firm has hire Tom La Dell as a financial planner based in Leeds.
He has more than 16 years’ experience in financial planning and has previously held positions at BHP and Hentons.
Artorius Wealth
The wealth manager has hired Jonathan Brown as senior adviser.
Brown was previously a managing director running the UBS UK regional business.
Old Mill
The wealth group has promoted financial planners Jon Orchard and Julia Banwell, and director of tax Stephen Martin to partners.
In November 2021, Old Mill moved from an LLP to Ltd structure creating a much simpler business model and making it easier to introduce new partners.
At the time, the firm confirmed an initial list of 18 partners, but said its intention was to create opportunities for more people to become partners in the near future.
The trio are the first to successfully apply under the new structure.
