People Moves
Who’s Moving Where In Wealth Management? – Whitmill, TILLIT, Belasko, LLB
The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.
Whitmill
Whitmill, an
independent corporate, fund, and private client services provider
based in Jersey (pictured), has appointed Daniel Channing as
group head of private client services.
Channing’s leadership of this part of Whitmill’s business will sit alongside the firm’s corporate and funds capabilities as a complementary service offering for international clients, it said in a statement.
With a career spanning 20 years, Channing’s experience includes a focus on the Middle East. Prior to this role, Channing was an executive director at an international fiduciary services business. Before that, he led the wealth planning practice for the LEVANT region of the Middle East for HSBC Private Bank.
"It is a privilege to be joining a business with 32 years' history, recognised as one of the leading, truly independent, and privately owned fiduciary businesses,” Channing said. “Private Client Services remain strategically important to Whitmill, and it was clear that my resolute passion for serving ultra-high net worth individuals and single-family offices could not be more complementary or better aligned.”
TILLIT
London-based TILLIT, an
investment platform and workplace pension challenger, has
promoted Sheridan Admans, previously head of fund selection, to
chief investment officer.
Admans, who has been with the firm for nearly three years, is a level 7 Chartered Wealth Manager, who has served in roles including fund of funds manager and investment analyst.
“Sheridan has done an outstanding job of curating the TILLIT Universe to offer best-in-class investment opportunities to our customers...As chief investment officer, Sheridan will take the strategic lead on how we can continue to offer our customers access to the best investment solutions for their needs,” Felicia Hjertman, TILLIT founder and CEO, said.
Founded in 2019, TILLIT is an open architecture platform with a
hand-picked investment universe across funds, investment trusts
and ETFs. It offers pensions (self-invested personal pensions),
stocks and shares ISAs, general investment accounts – available
direct and via employers.
Belasko
Belasko, the fund and
fiduciary firm, with offices in several countries, has appointed
Paul Nayar as chief financial and operations officer, based in
Jersey.
Nayar brings more than 30 years’ experience in the international
finance industry. Most recently, he served as group chief
financial officer at Crestbridge Group. His career also includes
leadership spots at Zedra, Santander, and RBS International.
"As we pursue ambitious financial, commercial, and operational
goals for 2025 and beyond, Paul’s expertise will be instrumental
in elevating our platform and delivering exceptional client
service through our talented people,” Edward Green, Belasko’s
chief executive, said.
Besides Jersey, Belasko has offices in Guernsey, the UK and
Luxembourg.
LLB, Liechtensteinische Landesbank
LLB, or Liechtensteinische
Landesbank has appointed former Zürcher Kantonalbank figure
Michael Hartmann as a new member of the group executive board,
and as head of the private and corporate banking
division.
Hartmann is taking over from Urs Müller, who will conclude
his active professional career at the end of March after 14 years
on the group executive board.
A banker with more than 35 years’ experience in the financial
sector, Hartmann will take up his position on 1 July. Hartmann
began his career at Zürcher Kantonalbank in the private and
corporate client business before gaining in-depth experience
through various management roles in corporate banking. In 2012,
he joined MoneyPark, a Swiss financial services provider
specialising in mortgages, pensions, and collective investments,
as a member of the founding team.
Since 2020, Hartmann has been leading the private banking market
area for the Zurich West region at Zürcher Kantonalbank.
In his new role, Hartmann will have group-wide responsibility for
corporate and direct client business, private banking in
Liechtenstein, Switzerland, and Germany, as well as group
investment advisory and group business and sales management.
Until Hartmann's arrival, group CEO Gabriel Brenna will assume
leadership of the private and corporate banking division ad
interim to ensure a smooth transition.