Brewin Dolphin
Wealth manager Brewin Dolphin has appointed Grant Parkinson as chief operating officer, effective from August 2017. He replaces Thomas Lack, who left Brewin Dolphin earlier this year.
Parkinson joins from Coutts where he has worked for five years, having previously held roles at McKinsey & Company and Barclays Wealth. He will oversee the company’s operations departments including business support, change delivery, dealing, IT, premises and facilities management.
1825
Standard Life’s UK financial planning business, 1825, has announced a new senior management structure for its north-east regional office which includes the appointment of Mark Tootill as managing director.
Tootill will join 1825 in early July from St James’s Place Wealth Management where he was senior partnership development manager. He brings with him nearly 25 years’ experience having also held positions in Prudential and Wesleyan Assurance Society.
The company has also promoted Tim Johnson to financial planning director and Steve Lloyd to financial planning and client service director.
Johnson’s new role will focus on relationships with key clients and the mentoring and development of financial planning talent. He has been with 1825 for over 20 years.
As well as his financial planning commitments, Lloyd will be responsible for the end-to-end client experience, ensuring great planning, service, and support is consistently delivered to clients.
Julius Baer International
Julius Baer International has named John Dodds as head of compliance UK and Ireland, subject to regulatory approval. He replaces Darrick Cain who has decided to pursue a new challenge outside the firm.
Dodds joins from Rothschild’s wealth management business, where he was compliance director and money laundering reporting officer for almost five years. Prior to Rothschild, he worked for Credit Suisse’s private bank, Clariden Leu, where he was involved in the growth and development of their UK domestic operation.
PraxisIFM
Shaun Robert and Lorna Morton have been appointed directors of PraxisIFM Funds Group in Guernsey. Robert joins as a director of International Fund Management and Morton as a director of Praxis Funds Services.
Robert has more than 25 years’ experience and is a member of the Chartered Institute for Securities and Investments. His previous roles include fund administration manager with Close Fund Services, deputy head of Credit Suisse Fund Administration (Guernsey) and head of JP Morgan Custody Services (Guernsey).
Morton, who is a member of Institute of Chartered Accountants of Scotland, joined Praxis Fund Services having spent around 10 years as a lead relationship manager for a large private equity client. After qualifying with a small practice in Scotland, she spent four years with KPMG in Guernsey as an auditor of financial services businesses.
The QROPS Bureau
The QROPS Bureau has appointed Matthew Harrison to its expert panel. Harrison is a pensions lawyer and tax lawyer and has been providing advisory services to trustees, tax advisers, law firms, and their clients for over 10 years. This included several years with a trust company and QROPS provider in Guernsey.
More recently, almost all of Harrison’s time is spent advising on the UK law and taxation of domestic and offshore pension schemes. He is a solicitor and member of the Association of Pension Lawyers.
Chartered Institute for Securities & Investment
CISI has named James Stockdale as global director of learning. He brings with him vast experience in the design, implementation and management of a wide range of qualifications and has spent 13 years at the Oxford Cambridge and RSA (OCR) examinations board.
A large part of his role was working with the qualification regulators, including Ofqual, to ensure that the qualifications and their assessments were robust and met the regulatory criteria.
