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.

Quilter
London-headquartered Quilter, an advisor platform, has appointed Cat McInally as a tax and trust expert to strengthen its technical support for advisors.

McInally (pictured), who has more than 20 years of experience in financial services, was previously at M&G Wealth, where she served as an investment specialist. Before that, she spent 17 years at Prudential Assurance, taking on a variety of roles during her tenure.

Reporting to Roddy Munro, head of technical sales at Quilter, McInally will be part of an eight-strong ‘on the road’ team supporting advisors with complex tax and trust planning. The team delivers workshops, events, and one-to-one sessions to help advisors navigate the increasingly complex tax landscape.

“We are delighted to welcome Cat to Quilter as we continue to strengthen our technical support for advisors. Her expertise in investments, tax, and trust planning makes her a valuable addition to our team, ensuring advisors have access to the highest level of specialist knowledge,” Munro said. “With tax rules becoming increasingly complex and estate planning evolving, advisors need strong technical support to help their clients make informed financial decisions. Cat’s appointment is part of our broader strategy to bolster our expertise and enhance the guidance we provide. The establishment of a dedicated trust and bond servicing team underscores our commitment to providing advisors with top-tier servicing expertise and support.”

Ocorian
Ocorian a specialist global provider of alternative fund services, corporate, fiduciary, capital markets and regulatory services, has appointed Markus Jolic as head of sales excellence.

Based in Switzerland, he will report to Frank Hattann, chief commercial officer, and will lead on refining Ocorian’s culture of sales and service excellence, delivering consistent, high-impact experiences for its clients.

Jolic has more than 20 years’ experience in senior sales roles and transforming businesses across information technology and financial services at global firms including Microsoft, EMC, Bechtle and Intertrust as well as technical expertise.

Prior to joining Ocorian he was area sales lead EMEA at UL Solutions. He has worked in Ireland, Germany and Switzerland including teaching at the University of Applied Sciences in Worms, Germany as an assistant professor.