The latest senior moves in wealth and asset management from across the UK and Europe.
Schroders Personal Wealth
Pamela Wilson and Steven Crothers are joining as personal wealth advisors at Schroders Personal to establish a Northern Ireland presence for the firm.
Wilson, who is joining from Moore Stephens Financial Services, was an independent wealth management advisor to private and corporate clients. Prior to that she worked at Danske Bank, Prudential, and McClure Watters chartered accountants; she has over 25 years’ financial services experience.
Crothers spent six years working as a wealth management partner at True Potential in Belfast advising high net worth clients. Before that, he spent a decade as a wealth advisor for Lloyds private banking. Previously, he worked in financial services at Santander and Allied Dunbar.
Tilney Smith & Williamson
In more recruitment activiy in the region, Tilney Smith & Williamson has appointed Claire McCombe as an investment manager in the Northern Ireland Belfast team. Previsouly, McCombe spent six years leading the private banking business in Northern Ireland for Barclays Wealth and Investment Management. Before that, she was an investment director with Bank of Scotland, initially focused on structured finance and transactions.
The 40-plus Northern Irish team manages around £1.2 billion for clients. The firm has also been bolstering operations in the Republic of Ireland following the TSM merger last year which gave the group EU MiFID access.
Aegon Asset Management
Aegon Asset Management has added Jane Hepburne Scott as an investment manager in its equities team. Based in Edinburgh, she will work on the US equities desk covering a number of the firm’s global equity strategies, reporting to head of equities, Stephen Adams.
Latterly, from 2018, she was an investment analyst at Edinburgh Partners, working on the firm’s global portfolios. Before that, she spent six years as an investment analyst at the boutique firm, Dundas Global Investors.