EFG International
Christian Berchem has been recruited as head of the UK region and chief executive of EFG Private Bank, effective 4 December 2023, subject to regulatory approval.
Berchem will succeed Richard Thomas, who has decided to step down from his role at EFG after more than four years in post to pursue other opportunities.
He is joining EFG from Credit Suisse, where he served as chief executive of Credit Suisse (UK).
Old Mill
The wealth manager has appointed Adil Taha as chief operating officer.
Previously, he was chief operating officer at law firm Child & Child.
Omnis Investments
The Openwork Partnership subsidiary has named Simon Harris as chief operating officer.
He joins from Embark, part of the Lloyds Banking Group, where he was head of investment operations.
The Openwork Partnership
The UK financial services networks has appointed Helen Longland as business school principal director.
She joins from her current role as divisional director learning and development at St James’s Place.
Azimut Middle East
Vijay Sekhar joins the firm as head of wholesale distribution Middle East.
Prior to joining Azimut, Sekhar worked in the UAE with Natixis Investment Managers, Columbia Threadneedle and Citi Bank.
UBS Global Wealth Management
Andrew Carroll has joined the wealth firm in Manchester as a senior financial planner.
He was previously a financial planner at Evelyn Partners.
Evelyn Partners
The wealth management and professional services group has appointed Will Thompson as a financial planning director in its Bristol office.
Thompson joins Evelyn Partners from Rathbones, where he spent the past three and a half years as a senior financial planner.
Elsewhere, Evelyn Partners has named Callum Ogden as a financial planner in its Birmingham office.
Odgen has worked in the financial planning profession since 2017 and most recently was a personal wealth adviser at Schroders Personal Wealth. He has also worked at Simpson Financial Services and Oak Wealth Planning. Prior to that, he was in the British Army.
2Plan Wealth Management
Simon Daniels has been named as a IFA at the advice firm.
He was previously a financial adviser at St James’s Place.
Personal Finance Society (PFS)
The trade body has named Carla Brown and Daniel Williams as member directors.
Both will serve on an interim basis until the PFS AGM on 20 September, when their terms will be formally ratified.
They joined their first PFS board meeting on 3 July, where Anthony Ward was also made interim PFS president. At the same meeting Elizabeth Bastin, an existing Member Director, was re-appointed as a lay director of the board and Don MacIntyre was retained as interim chief executive of the PFS for a further six months.
Brown is managing director of Oakmere Wealth Management and director of CL Wills and Estate Planning. Williams is an IFA with Morgan Williams & Co.
Elsewhere, the Chartered Insurance Institute (CII) appointed two institute directors to the PFS board.
Andy Briscoe; Neil Buckley; Christine Elliott; Edward Grant; and, Catharine Seddon will join the PFS Board for an initial period of one year.
SYS Group
The Nenagh-headquartered financial services group has appointed Kevin McCarthy as a senior financial planner with the firm.
He joins SYS after more than 30 years of experience in the financial services sector.
Hargreaves Lansdown
The investment firm has appointed Michael Morley to the group board as an independent non-executive director with effect from 1 August 2023.
He is currently a non-executive director of Deutsche Bank SAEU in Spain and Deutsche Bank in Switzerland.
Previously he has held a number of executive roles including as chief executive of UK wealth management for Deutsche Bank and chief executive of Coutts & Co.
