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Who's Moving Where In Wealth Management? – Credit Suisse, Evelyn Partners, Others

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The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle east and select international locations.

Credit Suisse Asset Management
Credit Suisse Asset Management has appointed Jamie Lewin as head of investment process and oversight, starting this week.

In this role, he will ensure that consistent processes, standards and oversight across the newly-created global Investment area, the firm said in a statement. He will be based in London, reporting to Filippo Rima, head of investment at Credit Suisse Asset Management.

Lewin has over 25 years of asset management experience across asset allocation, macroeconomic and fund research. He is joining from Credit Suisse from BNY Mellon in New York, where he served in various leadership positions over the past 14 years, most recently as head of investor solutions, the firm added.

At BNY Mellon, he maintained a strong focus on strengthening investment performance, with responsibility for performance analytics, the investment process, and supervising research and portfolio management teams.

Prior to that, Lewin was an asset allocation strategist at UBS Global Asset Management. He spent the early part of his career as an analyst at Gartmore Investment Management and JP Morgan Investment Management, the firm said.

Evelyn Partners
Evelyn Partners, a wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has appointed Matt Dickinson as the firm’s first Cornwall-based investment manager.

Dickinson began his career in the financial industry in 2003, quickly advancing to become a risk assessor for a US multinational before securing a place as a derivatives trader, the firm said. From there, he went on to join the Truro branch of Charles Stanley in 2012 before moving to Walker Crips in 2015. Dickinson will continue to specialise in constructing and managing portfolios for private clients and their families, companies, charities and trusts directly and via the region’s financial advisers.

He will formally be part of Evelyn Partners’ Exeter office at Sterling Court in the heart of the city, which offers clients across the West Country locally delivered, personal financial planning and investment management services, the firm added. However, he will remain based in Cornwall and have a particular focus on growing the firm’s presence in the county. 

Welcoming him to the team, Mark Wilkins, head of Evelyn Partners’ Exeter office said: “Since we added a locally-based investment management capability in Exeter for the first time last year, we have seen growing demand for this service from our clients.”

Evelyn Partners is a UK wealth management and professional services group, with £55.8 billion ($66.7 billion) of assets under management as of 31 March 2022, ranking as the second largest UK wealth manager measured by EBITDA.

Dechert, the global law firm, has appointed former SEC senior figure David Bartels as a partner in its financial services group, based in the Washington, DC office.

At the Securities and Exchange Commission, Bartels was deputy chief counsel of the division of investment management.  

As one of five senior officers overseeing policy in the SEC’s division, Bartels managed an office of more than 55 attorneys, and advised the division’s leadership on a wide range of legal and policy matters related to investment advisors and investment companies.

Bartels has extensive experience of the regulatory issues faced by asset managers and both registered and unregistered funds, including business development companies and exchange-traded funds. In addition, he has advised the division on strategy related to crypto-assets, fund liquidity, enforcement matters, and investment advisor regulation.

A graduate of Yale Law School and SUNY Buffalo, Bartels was a corporate associate at another international law firm prior to joining the SEC.

Global business advisory firm EisnerAmper has appointed Ben Richmond as a partner in its Personal Wealth Advisors Group, to boost the firm’s presence in the region. 

According to EisnerAmper, Richmond has 15 years of experience in tax planning and compliance in various areas of domestic and international taxation. He works with wealthy international families, trusts, family-owned corporate and partnership entities as well as entrepreneurs in a variety of industries. His international expertise includes voluntary disclosures and delinquent filing programs, US real estate investments by non-residents, foreign trusts and estates, and pre-immigration/expatriation planning. Additionally, he provides both planning and income tax, and FATCA compliance to domestic and international estates and trusts, the firm said in a statement.

Welcoming him to the firm, Michael Laveman, national partner-in-charge of EisnerAmper’s Tax Services Group, said that with the tremendous growth in the Florida marketplace and its central role as an international gateway, Richmond’s addition to the team will bolster the firm’s growing tax and consulting practice in the region.

(The stories on the EisnerAmper and Dechert appointments were reported yesterday in Family Wealth Report, sister news service, and repeated here as they have international significance.)