Canaccord Genuity Wealth Management
The wealth manager has hired Toby Gower and Francis Walker to its IFA sales team.
Gower will focus on building relationships in the Southwest of England and with national financial adviser firms and networks. He joins Canaccord Genuity Wealth Management from M&G Wealth, where he was a strategic account manager for three years.
Walker will be based in the North of England and will focus on building IFA relationships in that region. He joins from abrdn, where he worked with financial planning businesses as a business development manager for over five years.
Evelyn Partners
The professional services group has appointed Matthew Wells as a partner in its Leeds office.
Wells started his career with Schroders in the City of London and since 2000 has worked for RBC Brewin Dolphin in Leeds, joining Evelyn Partners from his role as senior portfolio manager.
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
UBS
The wealth manager has promoted Tobias Wehrli to country head, Jersey.
Wehlri has relocated to Jersey from Zurich, Switzerland for the role. Tom Hill, who has held the role for the past 13 years, has relocated back to the UK from Jersey, taking on a new role at UBS in the integration office as part of the ongoing integration effort post the firm’s finalised acquisition of Credit Suisse in June 2023.
Wehlri joined the firm in 1998 as a graduate in Zurich within the Wealth Planning team, where he advised clients on relocation, financial and estate planning. Before moving into managerial roles within the Wealth Planning team covering large teams across Europe and the emerging markets.
The Openwork Partnership
The network has hired Anna Davies as wealth proposition director, reporting to Rob Askham.
Davies will be responsible for leading the strategic development and management of the Openwork wealth proposition.
As well as ensuring that all corporate projects are in line with the Partnership’s wealth proposition objectives and formulate distribution ideas and initiatives to help Advisers enhance their business and provide the best client outcomes.
Davies joins from St James’ Place, where she was the director of propositions of the investment division.
Lawsons Wealth
The wealth manager has hired Andrea Albertoni as executive wealth manager & global head of sports affairs.
With over 25 years of expertise, is set to lead Lawsons Wealth’s efforts in addressing the unique financial and strategic needs of clients within these dynamic sectors.
