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October people moves 2018

01/11/2018 News Team

Offshore law firm Appleby has made two promotions in its Isle of Man office and three promotions in its Cayman Islands office, effective immediately. Mark Emery and Erin Trimble-Cregeen have been promoted to senior associates within the firm’s dispute resolution department in the Isle of Man. At the same time, the firm’s Cayman Islands’ dispute resolution team has seen Sebastian Said promoted to partner and Anna Snead and Jeremy Snead to counsel. 

UK law firm Boodle Hatfield has appointed Adam Chamberlain as a property finance partner, effective 8 October 2018. He joins the firm from Shoosmiths where he was a partner in its property practice. He has experience in financing the acquisition and development of real estate assets, with emphasis on development fiancé, hotel fiancé and propert finance involving private wealth. 

Independent law firm BTO Solicitors LLP has appointed Hilary Peppiette to its families and individuals team and Alexander Scott to its residential property team. Solicitor Ms Peppiette is one of Scotland’s first end of life doulas, rendering BTO the first Scottish law firm to offer this service. She will be based in BTO’s Edinburgh office. 

Mr Scott, who has joined BTO’s residential property team in Edinburgh as an estate agent and valuer, has many years’ experience in residential sales and lettings. He will be tasked with developing an increased estate agency portfolio for BTO in the East of Scotland.

2018 eprivateclient Top Accountancy Firm Buzzacott has appointed Tony Hopson as managing partner, effective from 1 October 2018. He replaces Amanda Francis, who joined the firm in 1987 as a graduate trainee and was managing partner of the firm for eight years. Mr Hopson joined Buzzacott in 1999, taking charge of the expatriate tax services offering. 

Offshore law firm Carey Olsen has appointed Bernadette Carey to lead its trusts and private wealth practice across the British Virgin Islands and Cayman Islands. Ms Carey, who joins from fellow offshore law firm Conyers Dill and Pearman, has a broad private client practice advising on wealth structuring and estate planning matters. 

Carey Olsen Bermuda has appointed Ashley Fife to its trusts and private wealth practice, effective November 2018. He is admitted as a solicitor in England and Wales, Bermuda and Australia and joins the firm from Appleby in Bermuda, where he has worked for the past five years. Previously, he was also head of legal for the Jersey office of TMF Group.

Credit Suisse Trust has appointed Ciaran O’Neill as new centre head in Guernsey. Mr O’Neill, who returns to the Guernsey office has over 20 years’ experience working in the trust industry and more than 10 years’ experience working at Credit Suisse. He has worked at Credit Suisse Trust in Singapore for almost three years and was deputy centre head of trust in the Guernsey office from 2010 to 2015. 

Specialist employment and commercial law firm Dixcart Legal Limited has added Vincent Chung to its stable of lawyers. Mr Chung is an immigration lawyer who is based in the firm’s UK office. He offers practical advice to businesses and individuals on all matters relating to UK immigration and nationality, for clients in the UK and those seeking to move to the UK.

Katherine Bullock, a former partner and EMEIA head of private client services at EY, and a former UK head of private client at PwC, has joined Field Court Tax Chambers. In her new role, Ms Bullock will continue to specialise in advising UHNWIs and their advisers on all aspects of their tax affairs.

Global advisory firm Geneva Group International (GGI) has appointed Stefano Loconte as global chairperson of its trust & estate planning practice group, effective October 22 2018. The firm said that Professor Loconte was given the three year role as a result of his long experience in dealing with high net worth individuals. 

Scottish law firm Gilson Gray has appointed Euan Fleming as a partner and head of private client. At the same time Joe Davis joins the firm as a senior solicitor in its private client team. 

Guernsey Finance’s deputy chief executive and director of international business development, Kate Clouston is stepping down from her role as she is to take on the role of global relationship manager with offshore law firm Collas Crill next year. She joined the promotional agency in early 2015, from a non-financial services background, where she previously held roles such as a media analyst at Edelman and a researcher at the House of Commons. 

HMRC has appointed Alan Evans as its new general counsel and solicitor. He currently works as the legal director at the Department for Environment, Food and Rural Affairs. His career spans almost 30 years, holding various roles including: in the City, at the European Commission, and across a number of government departments.

London law firm Howard Kennedy is growing its private client practice with the appointment of Yousafa Hazara as associate and Lauren Sieprath as solicitor. Ms Hazara joins the firm from Stephenson Harwood. While Australian qualified solicitor Ms Sieprath joins the firm from Sydney-based Brown Wright Stein.

International Family Law Group (IFLG) has promoted Emma Nash, Stuart Clark and Michael Allum to partner. Ms Nash is a solicitor advocate, who represents clients in London and the surrounding areas in a range of family law issues. Mr Clark began his career as a barrister and was called to the bar in 2006, before qualifying as a solicitor. He specialises in financial and forum matters.

Finally, Mr Allum works predominantly in the divorce, forum and finance team and much of his work involves complex cross border cases.

Intertrust in Jersey has appointed two new client directors within its fund services team, with Methe Porter joining the firm and Nick McHardy being promoted. Ms Porter is a qualified accountant with over 15 years’ industry experience. Previously, she worked at SS&C Financial Services (Ireland), where most recently she was private equity associate director. Mr McHardy joined the firm in 2013 as a senior financial account manager and progressed to developing two new teams within the firm.

UK law firm Irwin Mitchell Private Wealth has recruited Suzanne Currie as a solicitor to its home office in Sheffield. Ms Currie has joined from Sills & Betteridge Solicitors in Gainsborough, having qualified as a solicitor in 2013. She specialises in handling wills, power of attorney matters and administration of estates. 

KPMG’s private client team has been boosted by two senior promotions in its tax practice as the firm targets further growth for helping its private clients and family office clients. Chris Luckett who is based in Leeds and TomWhybrow who is based in Birmingham have both been promoted to director. Mr Luckett, who has been at KPMG for over 10 years was named as a 2013 eprivateclient Top 35 Under 35.

London-based private client law firm Maurice Turnor Gardner has appointed Rupert Ticehurst as head of litigation. He has joined from Bryan Cave Leighton Paisner (BCLP) where he was head of private client litigation since 2011. He has a background in advising on trusts, wills and tax planning, but is mainly engaed in litigation. 

UK national law firm Mills & Reeve has added new partner Sarah Cormack from Withers. Ms Cormack, who will be based in the firm’s London office, specialises in tax, trusts and estate planning for ultra-high net worth international individuals and their families.

Newcastle headquartered law firm Muckle has increased its private client team from two lawyers to a team of six in the last 12 months. Senior associate Julie Garbutt, solicitor Olivia Colbeck and Keith Hately specialise in all aspects of estate planning. Solicitor Alex Blenkinsop advises on inheritasnce and trusts disputes, while David Towns, head of the firm’s agricultural, estates and rural property team, and senior associate Elizabeth Earle, provide a property service to landowners, farmers and anyone involved in the sale, purchase or letting of rural property. 

2016 eprivateclient Top 35 Under 35, Kiran Vasudeva, who joined New Quadrant Partners in 2012 as an associate, has been promoted to partner. She was previously promoted to senior associate in September 2016, and specialises in matters relating to powers of attorney, personal injury trusts, mental capacity and the Court of Protection. She sits on the committee of the Court of Protection Practitioners Association London Group and is a member of the Law Society’s Private Client Section.

Additionally, New Quadrant Partners has appointed Paul Davidoff as a partner. He specialises in complex tax, trust and estate planning matters. Prior to his appointment, Mr Davidoff was a partner and head of private client at Moon Beever and was also a senior associate at Bircham Dyson Bell.

North-west England-based Pareto Financial Planning has strengthened its advisory team with the appointment of Alex Cummings. He is a chartered financial planner and has joined from accountancy firm Wyatt Morris Golland in Rochdale, where he was a chartered advisor.

UK accountancy firm Saffery Champness has expanded its tax department in Harrogate with the appointment of Bernard Eke as director. He is a tax specialist and chartered financial planner who has joined from London accountancy firm Haines Watts, where he was associate partner focusing on tax. 

Additionally, Saffery Champness has appointed Ian Johnson as director, based in the London office. He joins the firm from Crowe UK where he was a director for almost two years. He has also previously worked for Hazelwoods as a director for eight years and at KPMG as an assistant manager. 

Saffery Champness has also appointed former eprivateclient Top 35 Under 35 Emma Hendton as head of its International Practice Group. She will replace Clare Cromwell, who will now lead the firm’s London-based tax group. Ms Hendron, an Edinburgh-based partner, specialises in international private client matters. She joined the firm in 2010 as a tax manager and was named an eprivateclient Top 35 Under 35 in 2014. 

Simon Morgan- director and head of private clients at Vistra Jersey, has been elected worldwide chair of the Society of Trust and Estate Practitioners (STEP), effective 1 January 2019. He has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. He has been a member of STEP since 1994 and is also a Fellow of the Chartered Institute of Financial Services. 

STEP has also appointed Mark Walley as its chief executive from January 2019.He joins from his current role as managing director, EMEA, at the Royal Institution of Chartered Surveyors (RICS) where he was responsible for delivering growth in the EMEA region.

North-East England-based law firm Tilly Bailey & Irvine has appointed Jessica Morton, a specialist wills, trusts and probate solicitor, to the firm’s commercial office at Wynyard in County Durham. She will join the now 10-strong private client team from Sintons, having previously worked at Freers Askew Bunting Solicitors where she also trained.

Independent fiduciary and administrations solutions provider VG has promoted its director of business development, Claire Malkoun, to board level, bringing its total main board members to ten. She is an experienced business development professional with over 26 years’ offshore and onshore sales and marketing experience. She joined the firm in 2016.

Boutique Jersey law firm Ward Yates has appointed Dr Elena Moran as partner and head of dispute resolution and Laura Le Meur as a senior associate. Dr Moran is an English barrister and Jersey advocate, with over 15 years’ experience of litigating in Jersey. Ms Le Meur is an English solicitor and joins from Hawksford where she was an associate director in the firm’s private client team. 

Kent-based Warners Solicitors has appointed eight new members of staff. Martin Terrell has joined, along with Heather West, Niki Tarrant and Tara Millen, to head up a new Court of Protection team. Eleanor Norman has moved over from the firm’s Sevenoaks office to join them in Tonbridge. Mr Terrell is a specialist in Court of Protection matters.

At the same time Kevin Gladwell has joined Warners’ private client team, having worked for law firms in both Canterbury and Chatham. The firm has also appointed solicitor Julie Dann to its family team in Sevenoaks. Finally, John Beynon has joined the corporate, commercial & IP team as a consultant solicitor and Tim McHugo has joined the firm’s commercial property department in Tonbridge.

Former eprivateclient Top 35 Under 35 Matthew Braithwaite has joined law firm Wedlake Bell. He had been a partner at Bircham Dyson Bell since 2016 and specialises in tax planning and structuring for individuals and trustees and advising trustees of non-UK trusts, with particular interest in international ownership of UK residential property.

Northern law firm Wrigleys Solicitors has permanently appointed former trainees Charlotte Pegg and Nick Dunn in its Leeds office. Ms Pegg joined the firm as a trainee in 2016 and has qualified into the private client team. While Mr Dunn also joined in 2016 and has qualified into the charities department.

2018 eprivateclient Top Trust Company Zedra has promoted Adam Buckholt from associate director to the board of Zedra Fund Managers in Guernsey. In his new role, he will be responsible for overseeing and managing the production process for fund accounting, valuations and transfer of agency.

To further support fund growth, Neil Black has also been appointed as associate director and head of governance and compliance within the Guernsey funds team. Prior to joining Zedra in March this year he was a director of Mid Europa Fund Management Limited, a Guernsey based designated manager for almost three years.

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