Accountancy and business advisory firm BDO has appointed Heather Williams as a new director to join its tax dispute resolution team in London. She joins BDO following 15 years’ experience at both large firms and as an independent adviser, and most recently Ms Williams worked at Lancaster Knox as a tax director having joined in February 2017 to build the firm’s tax investigations practice and to develop their existing tax advisory team.
Wealth planning and investment management firm Brown Shipley has appointed Richard McGregor as national head of Court of Protection & personal injury, a newly created role. Based in London, Mr McGregor will report to client director Julian Hardiman. He will work closely with Brown Shipley’s established court of protection teams in Manchester and London and will lead this specialist service to clients across the UK.
Offshore law firm Carey Olsen has made five senior promotions across its Jersey, London, Hong Kong and Singapore offices. In the firm's corporate practice, Claire Brazenall and Rebecca McQuillan, Bryony Bird and Alastair King have been promoted to senior associate. Dhanshuklal Vekaria, a member of the Hong Kong dispute resolution and insolvency team, has also been made a senior associate.
Law firm Charles Russell Speechlys has hired Hugh Gunson as a senior associate specialising in tax disputes. In this role he will focus on disputes and investigations across all areas of tax, including private client and corporate tax, international taxes, and tax-related professional negligence.
Offshore law firm Collas Crill has promoted Ben Havard to the position of partner within its dispute resolution team in Guernsey. Mr Havard, who has been at Collas Crill since 2009, started his career as a Guernsey advocate and senior associate at a practice focused on contentious and semi-contentious trust work. He is STEP qualified and a member of various peer-nominated industry bodies, including ACTAPS, ConTra, and the Chancery Bar Association.
David Bawn has joined David Auld & Co as a private client partner. Mr Bawn was previously a partner at Newcastle law firm, Gibson & Co where he had worked since 2008. Mr Bawn specialises in advising clients regarding Wills & Probate and capital tax planning and is also experienced in giving residential and commercial property advise to clients, especially regarding agricultural property.
Deloitte has appointed Jodie Barwick-Bell to its North East private client tax team. Ms Barwick-Bell joins the firm’s Leeds office, fitting into an established team led by Stephen Hall, senior partner in Newcastle. Prior to joining the firm she was head of family office at HMC Group in Gateshead and before that was a director at Vardy Family Office.
Jersey law firm Dickinson Gleeson has expanded its trusts and private client offering with the appointment of 2018 eprivateclient Top 35 Under 35 - Channel Islands, Pierre Ali-Noor, as a senior associate. Mr Ali-Noor has joined from Mourant where he worked in the offshore law firm’s Jersey litigation team as a commercial litigator with a focus on cases involving trusts, fraud and investment disputes. He was called to the Bar by Gray's Inn before re-qualifying as a solicitor at Herbert Smith Freehills in London, where he worked for several years.
Law firm DWF has appointed director Christopher Noel from Addleshaw Goddard to head its Manchester private capital team as the business looks to further enhances its private wealth offering nationwide. Mr Noel was named as an eprivateclient Top 35 under 35 in 2012.
EY has announced that Carmine Di Sibio has been elected the next EY global chairman and chief executive, effective from 1 July 2019. Mr Di Sibio will succeed Mark Weinberger, who steps down the same day. Mr Di Sibio is currently serving as EY global managing partner - client service, a post he has held since 2013. In this role, he leads the execution of the strategy for EY. Additionally, Mr Di Sibio has overall responsibility for the four geographical EY areas and four service lines. Mr Di Sibio also co-chairs the EY global diversity and inclusiveness steering committee.
Forsters has further expanded with the lateral hire of partner Roberta Harvey from Charles Russell Speechlys. She joined the firm on 7 January, and will work with fellow partners Emily Exton and Catharine Bell as part of the firm's dedicated contentious trusts and estates (CTE) practice. She has particular experience and expertise in conducting complex trust and estate disputes both in the UK and offshore. Ms Harvey advises private individuals, fiduciaries (including trustees, executors, protectors and deputies) and charities.
Jersey-based Private wealth, corporate and yacht services provider Fiduchi has promoted Paul Coundley to Fiduchi’s board as director of operations. Having joined Fiduchi in July 2017 as head of operations & risk, Mr Coundley has been responsible for the oversight of Fiduchi’s support functions including compliance, IT and client accounts teams. Mr Coundley is a qualified Chartered Accountant and attained his STEP qualification in 2002.
Stephen Christiano has been promoted to associate director in US/UK accountancy firm Frank Hirth's New York office, effective 10 January 2019. Having joined Frank Hirth in 2011 as part of the firm’s business tax group, Mr Christiano has worked advising professional partnerships and funds on complex US tax reporting requirements. This year also sees promotions to senior manager for Grace Long and Jessica Chan in New York and for Robin Miller in Frank Hirth's London office.
National law firm Irwin Mitchell Private Wealth has recruited Toby Hales as a partner to its London family and divorce law team. Joining from law firm Seddons where he has been since 2015, Mr Hales is a specialist in international children cases and arrangements between parents for children. He also has expertise in handling high-value matrimonial finance matters and relationship breakdown cases. Prior to Seddons he was at London solicitors Hodge, Jones & Allen.
Irwin Mitchell Private Wealth has also recruited a senior conveyancer to its residential property team in Newbury. Nadia Kashani joins from South East firm Coffin Mew as a senior conveyancer. Prior to that, she was a conveyancing assistant at Withers for three and a half years. She specialises in the sale and acquisition of high-value freehold and leasehold residential property in Berkshire, Hampshire, Surrey and prime-central London.
2018 eprivateclient Top Trust Company, Intertrust, has appointed Simon Mackenzie, managing director of Intertrust in Jersey, as chair of a new Intertrust Channel Islands executive leadership team. In addition to Mr Mackenzie’s current role to oversee the establishment of the Intertrust brand in Jersey and build on the firm’s fiduciary services business, he will take on additional responsibilities of chairing the new executive leadership team. Mr Mackenzie will be supported by Marie McNeela who was recently promoted to managing director of Intertrust in Guernsey.
Channel Islands’ promotional body Jersey Finance has appointed Allan Wood as head of business development in the western regions, Elliot Refson as business development director for funds, and Robert Moore as business development director for the UK, as it seeks to further capture opportunities in key markets and regions.
KPMG in the Channel Islands has promoted 14 people across Jersey and Guernsey to manager - the highest number of promotions at this level for several years. The 14 people promoted are Leo Aguillon, Jannen Barona, Verity Beck, James Bichard, Will Bodkin, John Casey, Emily Curtis, Mark Flores, Chris Fox, Harry Malet de Carteret, Lewis Omilo, Lauren Osborne, Charne Renou and Megan Stewart.
UK law firm Lodders has made three senior hires, including one in its private client team. Tom O’Riordan joins as a trusts solicitor in Lodders’ private client practice. Based at the firm’s Stratford upon Avon office, Mr O’Rordan was previously at Cheltenham firm Willans. Ian Yarde has also joined as a senior associate in Lodders’ real estate practice, one of the largest in the Midlands with 30 real estate, commercial property, planning, construction and highways legal professionals. At the same time and in response to sustained growth in instructions, Lodders has appointed Leanne Lawrence as an associate solicitor in its corporate and commercial team. She joins from Brethertons Solicitors where she had been a commercial solicitor for 13 years.
2018 eprivateclient Top 35 Under 35 Simon Goldring has joined private client specialists Maurice Turnor Gardner (MTG) as a senior associate. Mr Goldring has joined the firm from international law firm Bryan Cave Leighton Paisner (BCLP) where he had worked for the past eight years.
The Manx Insurance Association (MIA) has named Peter Kenny, chief executive of Old Mutual International, part of Quilter, as its new chairman. Mr Kenny will take on the role from 1 January 2019, succeeding Gill Marples, a director at IntegraLife International, who has held the post since 2015. Ms Marples is stepping down to concentrate on a new role as the Life Insurance Industry Representative on the Finance Isle of Man Executive Agency, in which she will continue close ties with the MIA.
International accountancy and advisory firm, Mazars, has appointed a new private client partner as one of five new partners in January 2019, three of whom are internal promotions. The new partners are based in Leeds, Milton Keynes, Edinburgh and London, working across tax, audit and consulting. A private client tax partner based in London, Paul Barham, leads a dedicated team of private client advisers in London and across South and Central England. Also promoted are: Andrew Hoyle (financial services consulting), Juliet Bailey (indirect tax), Ludovic Black (tax) and Mike Hilton (business consulting).
The UK Government’s Office of Tax Simplification (OTS) has appointed Bill Dodwell as tax director. In this role, Mr Dodwell will provide advice, guidance and direction to the OTS and its board as a non-executive member. He replaces Paul Morton, who has held the position since March 2017.
Ogier has appointed two senior advocates to its dispute resolution team across the Channel Islands. In Jersey, contentious trusts specialist advocate Damian Evans has joined as counsel, and in Guernsey, advocate Bryan de Verneuil-Smith has joined the team as a managing associate. With seven years' experience as a Jersey advocate, most recently heading the contentious trusts team at Jersey law firm Walkers, Mr Evans specialises in commercial litigation including insolvency, contractual disputes, fraud, regulatory and trust disputes. In Guernsey, Mr Verneuil-Smith has most recently represented the executive directors of Carlyle Capital Corporation in the jurisdiction's biggest ever civil trial.
Global offshore law firm Ogier has promoted advocate Josephine Howe to partner in its Jersey private client and trusts team. Ms Howe, who specialises in trusts, foundations and advising family offices on matters including structuring and establishment, joined the Ogier team 13 years ago, and was admitted as a Jersey Advocate in 2009. She is a key member of the family office and trust advisory group service lines and a key part of Ogier's CSR team. Before joining the firm in 2005, she trained and practiced with Bishops LLP.
Business development specialist Richard Harland has joined 2018 eprivateclient Top Trust Company PraxisIFM as group head of funds. Based in London, Mr Harland has overall responsibility for the group’s growing funds services division. Mr Harland has joined PraxisIFM from SEI, where he was EMEA head of sales, business development & relationship management. He has more than 12 years’ business development experience together with a background in fund operations, relationship management and product development with UBS, State Street & MUFG. Mr Harland started his career with PwC.
US law firm Patterson Belknap Webb & Tyler has promoted Jennifer W. Brown to partner, effective 1 January 2019. Ms Brown practices in the firm’s trusts and estates group, where she represents individuals and families with respect to estate and tax planning, including inter-generational planning, administration of trusts and estates, Surrogate’s Court proceedings, and planning for charitable giving.
UK law firm Penningtons Manches has hired private client partner Ryan Myint into its private wealth group. Based in the firm's London office, Mr Myint joins the firm from Taylor Wessing, where he was a partner in the international private client group for over eight years, including a secondment to the Singapore office from 2012 to 2015. Before joining Taylor Wessing in 2004, Mr Myint had stints at both Withers and Clifford Chance. He is also a former eprivateclient Top 35 Under 35.
International expansion services firm Radius has strengthened its US tax practice, which specialises in federal and state tax planning and risk management for multinational corporations and high net worth individuals (HNWI), with two senior hires. Bethany Swartwood joined the firm in November 2018 as a US tax director and Paul Rubino joins as a US expatriate tax senior director.
German auditing and tax advisory firm Schiff-Martini & Cie (SMC) has appointed Peter Zimmermann to managing director and partner. Head of the tax advisory services team, tax adviser Mr Zimmermann has been with the firm since 2017. Following his studies of business administration in Worms, he joined the auditing and tax advisory firm Ernst & Young, where he worked for 12 years and led the German tax division of its European Tax Centre in London and most recently served as executive director of international tax services in Germany.
Stonehage Fleming has appointed Glenn Murphy as chief operating officer within the investment management division, based in the London office. Mr Murphy will be responsible for delivering strategic operating and technology platforms to enable the business to offer robust solutions and improved processes for the benefit of the group’s clients. With over 20 years’ commercial experience, Mr Murphy joined the group in November 2018 from Schroders where he was the technology, operations & treasury lead within the wealth management arm. Prior to this he was the chief information officer at London & Capital. He has also worked in lead functions for Schroders, Cazenove Capital, London & Capital and Rathbones.
South of England law firm Trethowans has hired three female partners in a “commitment to addressing gender imbalance”. Two existing employees have been promoted while a new member of staff has joined the firm. Previously a senior associate within the family team, Kimberley Davies is now a partner based in the firm’s Poole and Bournemouth offices. Also promoted from senior associate, Mihiri Gajraj joined Trethowans in June 2015, and will now act as partner for the firm’s Southampton and Salisbury private client teams. Finally, Emma Earp is a new addition to Trethowans. She trained and practised at Travers Smith in London before moving down to the South Coast.
Fiduciary and administration solutions provider VG has continued to grow its funds team by making several personnel hires and promotions to support the development of its funds offering into new regions and asset classes. Dominic Coyne has been promoted to senior manager, responsible for a team with established expertise in alternative investment funds and experience in the administration of a broad range of fund vehicles. Emily Roque has been promoted to assistant manager and Michael Bree has been appointed as client reporting supervisor. Mr Bree oversees VG’s fund administration software platform, Investran, and is responsible for financial reporting to managers and investors. In addition, Charles Carpenter has been promoted to fund administrator.
Global trust, fund administration and corporate services provider, Vistra, has appointed Clive T Wright as its new managing director of Vistra Jersey with former incumbent of over three years, Jane Pearce, becoming Vistra’s managing director of the United Kingdom, Ireland and Channel Islands. Based in Jersey, Mr Wright will have full responsibility for the leadership and strategy development of the Vistra Jersey office. He has over 30 years of professional experience in private banking and wealth management having held senior roles at various global organisations, including Kleinwort Hambros, Deutsche Bank, Royal Bank of Canada and HSBC with experiences in Channel Islands, UK, Switzerland, Middle East and Africa.
Law firm Ward Hadaway has expanded its private client team with the appointment of three solicitors across its Newcastle and Leeds office. Joan Russell, Sarah Adamson and Lily Lynch will advise on all aspects of private client services including estate planning, wills, family trust creation and administration, inheritance tax, succession planning, lasting powers of attorney and probate.
Trusts lawyer David Pytches has re-joined international law firm Walkers’ Cayman Islands office as a partner in the global private capital & trusts group. Mr Pytches, who practised at Walkers from 2005 to 2008, brings nearly twenty years' experience in wealth and succession planning and has worked in the Cayman Islands, Jersey and the Isle of Man. Prior to re-joining Walkers, he led the private client and trust practice at offshore law firm Appleby and acted as in-house counsel to Standard Bank's Wealth Investment Group in Jersey.
Transatlantic law firm Womble Bond Dickinson (WBD) has appointed Bob Savic as a tax consultant in the firm's London office. Mr Savic will work closely with the firm’s private wealth team, providing tax advice to high net worth individuals (HNWIs), professional and corporate trustees, financial institutions and insurers. He has experience in advising on UK resident and non-domicile tax matters for HNWIs globally. For over 20 years Mr Savic has worked on complex cross-border transactions with international accounting firms in the UK and abroad, including UHY Hacker Young and KPMG.
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