Who’s Moving Where In Wealth Management? – Julius Baer, Crestbridge
The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.
Julius Baer International
Swiss private bank Julius Baer International this week made two new senior hires in London, as it grows its locally-based wealth management services for clients across the UK.
Patrick Wilson is joining the firm as a senior relationship manager. Previously, he spent 16 years at Credit Suisse in London, where he was a managing director responsible for building a business focused largely on UK entrepreneurs and corporate executives, the firm said in a statement.
Prior to that, he was a financial advisor at Bank of Scotland’s Investment Service.
Ryan Perry is joining as a relationship manager, bringing over 10 years of wealth management experience to the role, the firm continued. He was formerly at Credit Suisse, where he focused on delivering discretionary portfolio management, advisory solutions and lending services to both HNW and UHNW clients.
Welcoming them to the firm, David Durlacher, CEO, Julius Baer International said: “They both bring extensive experience across private banking and wealth management, and will further strengthen our offering to clients in the UK as well as play an important role in supporting our future growth.”
Wilson added: “I am excited to be joining a bank which has a pure focus on wealth management. I continue to be impressed with the people and the culture within the bank, and its determination to put clients first.”
Perry said: “I am delighted to be joining a forward-thinking organisation that places client outcomes and long-term value creation at the centre of its decision-making and culture.”
Crestbridge, which provides outsourced fiduciary, administrative, accounting and compliance services, has appointed Anthony Lee as director, UK head of corporate services.
Lee will help develop the firm’s services and solutions for corporate clients, including pre-IPO support, accounting, governance and depositary services for real estate investment trusts and other investment companies.
With a career in finance, governance and business management spanning almost 30 years, Lee also has extensive expertise in the UK listed funds sector.
A fellow of the Association of Chartered Certified Accountants (FCCA), Lee has previously served in senior roles at a number of major service providers. Prior to joining Crestbridge he was head of listed funds, UK, at another large global corporate and fund administration services provider, where he played a key role in the development of its UK listed fund solutions.