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Who’s Moving Where In Wealth Management? – Whitmill, TILLIT, Belasko, LLB

Editorial Staff

21 January 2025

Whitmill
, an independent corporate, fund, and private client services provider based in Jersey (pictured), has appointed Daniel Channing as group head of private client services.

Channing’s leadership of this part of Whitmill’s business will sit alongside the firm’s corporate and funds capabilities as a complementary service offering for international clients, it said in a statement.

With a career spanning 20 years, Channing’s experience includes a focus on the Middle East. Prior to this role, Channing was an executive director at an international fiduciary services business. Before that, he led the wealth planning practice for the LEVANT region of the Middle East for HSBC Private Bank.

"It is a privilege to be joining a business with 32 years' history, recognised as one of the leading, truly independent, and privately owned fiduciary businesses,” Channing said. “Private Client Services remain strategically important to Whitmill, and it was clear that my resolute passion for serving ultra-high net worth individuals and single-family offices could not be more complementary or better aligned.”

TILLIT
London-based , an investment platform and workplace pension challenger, has promoted Sheridan Admans, previously head of fund selection, to chief investment officer.

Admans, who has been with the firm for nearly three years, is a level 7 Chartered Wealth Manager, who has served in roles including fund of funds manager and investment analyst.

“Sheridan has done an outstanding job of curating the TILLIT Universe to offer best-in-class investment opportunities to our customers...As chief investment officer, Sheridan will take the strategic lead on how we can continue to offer our customers access to the best investment solutions for their needs,” Felicia Hjertman, TILLIT founder and CEO, said.

Founded in 2019, TILLIT is an open architecture platform with a hand-picked investment universe across funds, investment trusts and ETFs. It offers pensions (self-invested personal pensions), stocks and shares ISAs, general investment accounts – available direct and via employers.

Belasko 
has appointed former Zürcher Kantonalbank figure Michael Hartmann as a new member of the group executive board, and as head of the private and corporate banking division. 

Hartmann is taking over from Urs Müller, who will conclude his active professional career at the end of March after 14 years on the group executive board.

A banker with more than 35 years’ experience in the financial sector, Hartmann will take up his position on 1 July. Hartmann began his career at Zürcher Kantonalbank in the private and corporate client business before gaining in-depth experience through various management roles in corporate banking. In 2012, he joined MoneyPark, a Swiss financial services provider specialising in mortgages, pensions, and collective investments, as a member of the founding team. 

Since 2020, Hartmann has been leading the private banking market area for the Zurich West region at Zürcher Kantonalbank.

In his new role, Hartmann will have group-wide responsibility for corporate and direct client business, private banking in Liechtenstein, Switzerland, and Germany, as well as group investment advisory and group business and sales management.

Until Hartmann's arrival, group CEO Gabriel Brenna will assume leadership of the private and corporate banking division ad interim to ensure a smooth transition.