The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

Evelyn Partners
Evelyn Partners, a UK wealth management and professional services group created from the merger of Tilney and Smith & Williamson, this week week appointed Michael Vaughan as a financial planner to support the growth of its London financial planning team.

Vaughan is joining the firm from Attivo Group, where he worked for three and a half years as a chartered financial planner. Prior to that, he worked for S&P Global Market Intelligence, the firm said in a statement.

Welcoming him to the firm, Mark Pollock, partner at Evelyn Partners’ London financial planning team said: “His experience and expertise will help support our strategy of expanding the holistic financial planning advice we provide to clients.”

“He will work closely with our internal network of investment managers and private client tax specialists to help grow our position in the market,” he added.

 Vaughan stressed: “I am looking forward to working closely with each area of the business to ensure our clients receive a best-in-class, all-encompassing integrated wealth management service.”

With £52.7 billion ($60.8 billion) of assets under management, Evelyn Partners ranks as the second largest UK wealth manager measured by EBITDA, with offices across the UK, as well as in the Republic of Ireland and the Channel Islands.

Edison Group
This week, Edison Group, an international investor relations advisory business, appointed Caroline Hefferan as its new European director of Investor Relations to bolster the division.

Hefferan is a seasoned capital markets operator, bringing experience drawn from over three decades in financial services. She has worked in a variety of roles notably at Japaninvest (now Haitong Securities), and more recently as deputy head of Equity EMEA at MUFG Securities, the firm said in a statement.

In her most recent role, she was responsible for building and developing strong corporate relationships and leveraging the equity market capabilities of the business to help clients engage with the right investors in the right markets to support their capital needs, the firm added.

In her new position at Edison, Hefferan will help drive the firm’s expanding IR capabilities, developing and executing Edison’s investor engagement strategy which combines investor targeting, outreach, roadshows and gathering feedback, the firm stressed.

These form part of the wider Strategic Investor Relations offering from Edison, bringing together research and non-research content, digital marketing, investor engagement and IR advisory expertise into a single, integrated service package for clients, the firm added.

Welcoming Hefferan to the company, Patrick Yau, managing director of Strategic Investor Relations at Edison, said: “As we continue to grow across Europe and provide a seamless investor relations solution to growth enterprises, we are thrilled to have someone of her calibre join the team.”

“Her knowledge and experience will be highly valuable to companies looking to develop and enhance their investor engagement programmes,” he added.