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Who's Moving Where In Wealth Management? – BlueBay, Tilney Smith & Williamson, Others

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The latest moves in wealth management from across Europe and the UK.

BlueBay Asset Managementt, RBC Global Asset Management’s specialist fixed income manager, has appointed Julian Mueller (pictured) as director of its business development team.

Based in Munich, he will report to Michael Wolfram, head of institutional sales Germany and Austria. Mueller previously spent five years working for German asset manager DJE Kapital in Pullach, most recently as head of sales institutional clients. He started his career in 2007 with State Street Global Advisors in Munich. He holds an MBA from the Technical University of Munich and an undergraduate degree in business administration from Bocconi University in Milan.

His appointment follows several other appointments in the Munich office in 2021, reinforcing BlueBay’s commitment to strengthening its presence in northern Europe. “Julian has a wealth of knowledge and experience within business development roles and his addition will help us with our growth ambitions for this important region,” Wolfram said.

Tilney Smith & Williamson
Tilney Smith & Williamson has made two financial planner appointments as it expands its Exeter office amidst increasing demand for its services. The appointments are Mark Newman and Stephen Read.

Newman joins from Kelsall Steele Investment Services where he worked as a senior financial planner for three and a half years in Truro. Prior to this, he held various key positions including at a FTSE 100 investment advisor for eight years. He will focus on covering Cornwall in the new role. Newman is a chartered member of the CISI.
Stephen Read is joining from Succession Wealth where he cultivated an interest in financial planning whilst working as a mergers and acquisitions manager. In a career spanning 30 years, he progressed through a series of corporate finance, treasury and accounting roles at energy, technology and investment companies both in the UK and in Switzerland. He is a member of the Personal Finance Society and the Chartered Institute of Management Accountants.
“Both Mark and Stephen bring valuable experience gained at leading firms and will help us fulfil our ambitious expansion plans for the year ahead. We are seeing considerable interest in our financial planning and investment management services and are committed to continuing to invest in high quality people for our team to ensure clients are provided with the best possible support,” Mark Wilkins, managing partner of Tilney Smith & Williamson’s Exeter office, said.

Arc & Co
The former chief executive of Sandaire, the multi-family office, ex-CEO of Arbuthnot Latham, has been named chairman of specialist UK debt advisory firm Arc & Co

James Fleming is joining a firm that is expanding its markets and personnel, Arc & Co said in a statement. 

“Over the last decade Arc & Co has developed a strong brand and reputation in the advisory market. It is time for Arc & Co to appoint a chairman to take us to the next level,” Andrew Robinson, chief executive and founder of the firm, said.

Suntera Global 
Suntera Global has appointed Ian Horswell as global head of business development within the fund services arm of its international operations. He is based in Jersey.

Having worked in the sector for more than 20 years, Horswell has a wealth of experience in funds from administering single asset holding vehicles to overseeing large complex structures. Prior to joining Suntera, he worked for multiple global organisations, including JTC, where he was responsible for European business development initiatives.

Horswell’s appointment is one of several moves made as Suntera seeks to expand its international funds practice. It follows on from the recent acquisitions made in Luxembourg and the licence granted in July by the Jersey Financial Services Commission (JFSC) to provide fund administration services on the Island. 

Schroders has appointed Tim Goodman as head of corporate governance. Goodman has 29 years’ experience in the environmental, sustainability and governance sectors, as well as the responsible investor and corporate communities sectors more broadly. He will be based at Schroders’ head office in London.

Prior to joining Schroders, Goodman spent 14 years at Federated Hermes, including most recently as director of engagement where he focused on the energy, technology, consumer goods and retail sectors. He has also worked in the insurance industry serving in senior management roles before becoming a company secretary at the UK-listed Domestic & General Group.

Wedlake Bell
City law firm Wedlake Bell has appointed George Merrylees as a partner in its private client offshore team. His appointment is with immediate effect.

Previously, Merrylees had practised at Irwin Mitchell since 2014 and was a partner for over four years.

Merrylees’ areas of expertise are cross-border tax planning, asset structuring and succession. He acts for international high net worth individuals, trustees and family offices, with a particular focus on assisting fund managers, business owners, entrepreneurs. A specialist in his field, he is one of the few UK lawyers able to advise on complex matters in French. Alongside his legal practice, Merrylees sits on the Advisory Council of the French Chamber of Commerce, is the chairman of the Franco-British Society,  and sits as an alumni representative on the Franco-British Young Leaders Board.