Who's Moving Where In Wealth Management? – Evelyn Partners, Hunters, Marie Currie

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

Evelyn Partners
Evelyn Partners, a wealth management and professional services group created from the merger of Tilney and Smith & Williamson, expanded its presence in the North East this week. It has recruited a team from chartered financial planning firm Scholes & Brown to join its Newcastle office.

Scholes & Brown directors Philip Brown and Bradley Thompson, along with four other staff bringing financial planning and administration experience, will become part of Evelyn Partners’ Newcastle office, which is headed up by managing partner David Smith.

The team is joining Evelyn Partners through its succession programme which was launched last year. The programme gives financial advisors approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition, the firm said in a statement. 

Last month, Evelyn Partners moved into its new Newcastle offices at St Ann’s Quay, which provides triple the space of its previous premises in the city. The group has provided financial planning services to its Newcastle clients, including families, business owners and charities, for over a decade.

Last year the office established a new investment management team, headed up by investment manager Matthew Burgess, to enable clients’ investment portfolios to be managed by locally-based specialists. The Newcastle office also expanded last year with five joiners in November from Explore Wealth Management. 

The Scholes & Brown team, which is based at Rotterdam House, Quayside, in Newcastle, has provided financial planning and investment management services to personal and corporate clients since 2003. 

Welcoming the move, Richard Dawes, head of strategic partnerships at Evelyn Partners, said: “As with the agreement in late 2021 with the Northumberland-based Explore Wealth Management team, this means that Scholes & Brown’s clients will continue to receive a high-quality, personalised service while also benefiting from the investments we have made in our proposition and technology. The deal also demonstrates our commitment to continue growing in the North East.”

This week, Hunters Law appointed Olivia Piercy as a partner in the family department. 

Piercy is joining from Bindmans, where she headed the family department, the firm said in a statement. 

As a domestic abuse specialist and advocate, Piercy sits on Resolution’s Domestic Abuse Committee, and sits as a member of Mr Justice Cobb’s Private Law Working Group.

Hunters was founded in 1715 and is based in Lincoln’s Inn, operating at the heart of legal London. 

Martin Currie    
Martin Currie, an equity specialist based in Edinburgh and part of the Franklin Templeton group, promoted Ben Russon and Richard Bullas this week to co-head of Martin Currie’s UK Equity team from 1 October 2022.

Colin Morton, Martin Currie’s head of UK Equities, will retire on 31 December 2022, the firm said in a statement.

Both Russon and Bullas will report to Michael Browne, global head of investment strategy and oversight at Martin Currie, the firm said in a statement.

Welcoming the move, Browne said: “They demonstrate Martin Currie’s commitment to develop leadership talent in line with a thoughtful and strategic succession plan.” 

In his expanded role, Russon will lead the focus on UK large caps and oversee portfolio managers Jo Rands and Will Bradwell, who will report directly to him starting from 1 October 2022.

Meanwhile, Bullas will lead on UK small and mid-caps and oversee portfolio managers Dan Green and Marcus Tregoning as well as investment analyst Courtney Westcarr, who will report to him from 1 October 2022, the firm said.