The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.
This week, Evelyn Partners appointed Sarah Crowley as a financial planning director to bolster its Birmingham office.
Crowley will help build new connections with the professional services community, especially law firms in and around Birmingham, the firm added. She will be based at Evelyn Partners’ new Birmingham office at the city’s landmark 103 Colmore Row.
Crowley is joining from Brighton-based financial advisory firm IEP Financial where she worked as an independent financial advisor for the past four years, the firm said in a statement. Prior to IEP Financial, Crowley spent two years as a financial planning manager at Santander and more than five years as a private client stockbroker at Killik & Co.
Welcoming her to the firm, Niraj Vyas, managing partner at Evelyn Partners said: “Her appointment is part of our plans to grow the Midlands financial planning team over the coming year or two.”
“We believe there are significant opportunities to increase our brand and presence across the region. Her experience and expertise will be invaluable as we continue with our growth strategy,” he stressed.
Crowley added: “The recent merger and rebranding have resulted in a very impressive, collaborative team and attractive proposition. Like Evelyn Partners, I believe everyone should have access to good advice and I am passionate about helping my clients achieve their goals.”
Evelyn Partners’ personal wealth management services include financial planning, investment management and personal tax advice. The group supports clients with both their personal financial affairs and their business interests. while for businesses it provides assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, and transaction services.
Evelyn Partners is a UK wealth management and professional services group, created following the merger of Tilney and Smith & Williamson, with £52.7 billion of assets under management.
Regulatory specialist Martin Byers was promoted this week to counsel in Ogier's Cayman Islands' team.
Byers has extensive experience advising on a wide range of regulatory matters including licensing, registration and approval requirements, reporting and information exchange obligations, economic substance, beneficial ownership, sanctions, on-site compliance inspections and matters relating to anti-money laundering and combatting the financing of terrorism.
Byers' clients include financial institutions, multinational corporations, governments, public authorities, funds, sponsors, investment managers, administrators and other service providers. While his practice focuses on the Cayman Islands, he also routinely acts on regulatory matters in the British Virgin Islands, the firm said in a statement.
“The Cayman Islands is in a period of fast regulatory evolution and his thorough understanding of this complex regulatory landscape has proved invaluable to clients. I am delighted to see his hard work has been recognised and rewarded by this well-deserved promotion, adding further strength to Ogier’s deep bench of regulatory experts,” said partner Joanne Huckle.
Ogier’s team of regulatory experts has long-standing relationships with industry regulators in the BVI, Cayman Islands, Guernsey, Jersey and Luxembourg, and a wealth of experience assisting some of the world’s largest financial services businesses in implementing change to meet the requirements of new laws and regulations.
Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Its network of locations also includes Beijing, Hong Kong, London, Shanghai, Singapore and Tokyo.