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PEOPLE MOVES: Stephenson Harwood, Julius Baer, Intertrust

Stephenson Harwood appoints a new partner in Hong Kong, Julius Baer sees a senior exit in the Middle East and raids Barclays Wealth for UK expansion, Intertrust appoints Netherlands head and Brewin Dolphin appoints Axa’s Kellard as a non-exec director.

PEOPLE MOVES: KPMG, Investors Trust, Carrick

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Stephenson Harwood

Law firm Stephenson Harwood has appointed Laurence Ho as a partner in its Hong Kong private wealth team.

Ho’s practice is focused on international tax, trust and estate planning matters for high net worth individuals, families, estates and fiduciaries. He has considerable experience advising on US expatriation and pre-immigration matters, as well as counselling individuals and families on their US tax compliance and foreign bank account reporting obligations.

Ho joins from Withers where he was a partner.

Julius Baer International

International Adviser can exclusively reveal that Daniel Savary, sub-region head of Eastern Mediterranean, Middle East & Africa (Emmea), has left Julius Baer International.

Savary was deputy to Rémy A. Bersier, region head.

Prior to January 2016, when Gerassimos Spyridakis joined Baer as head of a newly created sub-region Africa & Eastern Mediterranean, Savary had been head of Emmea markets, a role he had held since 2012.

Additionally, Julius Baer International is continuing its UK expansion in Manchester, Leeds and Scotland with a raft of hires from Barclays Wealth. New joiners include relationship managers and wealth planners as well as a number of support staff.

Julius Baer’s new premises will be opening in Leeds and Manchester this year and in Scotland, early next year.

Key hires include:

  • Glenn Branney as regional head of wealth planning, reporting to UK and Ireland head of wealth planning, Alan Hooks.
    Martin Cuthbert as north-east team head.
  • Gordon Scott as head of the teams covering the north-west, Scotland and Northern Ireland and will be based in Scotland.
  • Andrew Miller, Jonathan Dobbin and James Bailey as senior relationship managers.
  • Charlie Hague, Mark Embley as a relationship managers.
  • Simon Patterson joins Baer’s north-east team with responsibility for Newcastle and the surrounding area.
  • Existing advisers Jonathan Holland and Robert Websdale, will relocate to Manchester.

Intertrust

Intertrust, a global provider of high-value trust, corporate and fund services, has appointed Sara Jonker-Douwes as managing director of Intertrust Netherlands and member of the executive committee of Intertrust Group, subject to regulatory approval.

Jonker-Douwes was previously chief executive corporate services continental Europe and managing director Netherlands at Link Group, an Australia listed fund and corporate services provider. She joined Link through its acquisition of Capita Asset Services, where she worked since 2013.

Brewin Dolphin

Brewin Dolphin has appointed Mike Kellard to its board as a non-executive director.

Kellard was Axa Wealth’s chief executive until 2016, departing shortly after the division was bought by Phoenix Group.
The appointment will be effective from 1 December 2017.

Brabners

Law firm Brabners has boosted its family team with the appointment of Richard Rigg from DWF.

Rigg, who joins as an associate in the Liverpool office, has five years’ experience in family law, with particular expertise in divorce and complex financial settlements arising from relationship breakdown. Rigg will strengthen the team’s wealth protection offering for its high net worth and business clients.

Brabners’ family team is headed by partner Helen Marriott.

So far in 2017, partner senior appointments include Steven Appleton as head of private client practice and Ian Mylrea as head of the firm’s pensions team.

BNP Paribas Asset Management

BNP Paribas AM has appointed Roger Miners as chief marketing officer, replacing Anthony Finan who will pursue personal opportunities outside the BNP Paribas group.

Miners will be based in London and will report to Sandro Pierri, global head of client group, BNPP AM’s worldwide sales and marketing organisation.

Miners most recently held the position of chief marketing officer at Allianz Global Investors, where he spent 15 years in sales and marketing leadership roles.

Federal Reserve

Fed chair Janet Yellen submitted her resignation on Monday as a member of the board of governors of the Federal Reserve System, effective from 3 February 2018 upon the swearing in of her successor.

She was appointed to the board by president Obama for an unexpired term ending 31 January 2024.

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