People Moves

Who’s Moving Where In Wealth Management? – Saffery Champness, Maples Group. Others

Editorial Staff 2 February 2023

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The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Saffery Champness
Saffery Champness has appointed Gareth Norris as a partner in its Peterborough office.

Norris is joining from Grant Thornton where he was a director and responsible individual (RI) within the audit practice. He was also a leader of the national Not-for-Profit Team.

FCA-qualified, Norris’s expertise covers accounts’ preparation, internal and external audit, and reviews of internal controls across a wide range of industries and sectors, including landed estates and agriculture, food and beverage, construction and real estate, as well as not-for-profit organisations from national charities to membership organisations, independent schools and academy trusts.

Norris will work with the Peterborough team to provide audit, accounting and advisory services to the firm’s unique client base, which includes entrepreneurial businesses, landed estates and not-for-profit organisations.

Maples Group
Maples Group has appointed Cristiane Matos as a senior vice president in the liquidations and fiduciary team. She will be based in the British Virgin Islands.

Matos has more than two decades of experience as a lawyer and senior manager, handling matters across an array of related practice areas including intellectual property, and offshore companies and trusts, with focus on fiduciary services.

Her experience includes working across multi-jurisdictions, as well as developing new lines of business for a Latin American practice. Prior to Maples, Cristiane worked as head and senior manager at the BVI offices of a variety of large corporate and trust and fund services’ providers. 

A native of Brazil, Matos holds a law degree from the Universidade Estadual de Londrina. She attended the Fundação Getulio Vargas’s post-graduation course in intellectual property and has a diploma and certificates in trust management from the Society of Trust and Estate Practitioners ("STEP"). Matos speaks fluent English, Portuguese and Spanish.

Marc Randall, the head of Maples' Global Voluntary Liquidations team, said: "We are excited to have someone with Cristiane's significant local experience joining our global firm," adding that he was also "looking forward to working with her to grow our liquidations and fiduciary business in the BVI."

Vistra
Vistra, a provider of expert advisory and administrative support to capital market, fund, corporate and private wealth clients, has made leadership appointments and investments in its technological capabilities to strengthen its Loan Market Solutions (LMS), support to its private debt and structured finance clients.

Mahen Surnam has joined as director, Loan Market Solutions to oversee the continued growth and development of the LMS proposition. He has more than 20 years’ experience in the loan agency market, structured finance and private debt.

Scott Youd has joined as the technology lead for Vistra Capital Markets. He is responsible for the technology systems used by Vistra’s Capital Markets platform, including Solvas|Asset ManagementTM. Youd, who has more than 20 years’ experience covering accounting, funds, loans and securitisation, also has a strong understanding of debt capital markets’ transactions.

Commenting on the firm's developments and the two appointments, Navita Yadav, global head of Capital Markets, Vistra, said: “In 2021, we embarked on a journey to solve the pain points of loan markets. We have since made serious investments in technology and talent to provide a full stack solution from loan administration to fund administration, thereby servicing increasingly innovative, bespoke loans in a cost effective and timely manner. We warmly welcome Mahen and Scott to the Vistra family. I am confident that they will help take our Capital Markets business to new heights.”

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