The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.
JM Finn
JM Finn has
appointed Rebecca Dawkins as an associate wealth planner. Her
remit will be to support clients manage their wealth by providing
guidance on retirement planning, estate planning and wealth
structuring.
Dawkins (pictured), who has worked in wealth management for the
last five and a half years, recently completed her last exam to
achieve chartered status with the Chartered Insurance Institute.
Before joining JM Finn, Dawkins was at London Wall Partners and
prior to that at Saunderson House.
Reporting to Anna Murdock, head of wealth planning, Dawkins is
the ninth hire in the wealth planning team as the firm continues
to help clients manage their wealth more effectively by offering
customised solutions and mitigating risk.
Murdock said: “We’re delighted that Rebecca has joined. I am
confident that her knowledge and experience will perfectly
complement the team as we look to continue helping our clients on
their investment journeys.”
With more than 100 investment professionals, JM Finn has funds
under management and administration of £10.5 billion ($13.08
billion) on behalf of over 18,500 clients (as at 31 March 2023).
The firm, whose headquarters are in London, has four regional
offices around the country in Bristol, Bury St Edmunds, York and
Winchester.
Old Mill
West Country-based Old
Mill has promoted two of its compliance team staff to
technical partners – chartered accountant Jamie Rudge and
compliance director Duncan Parkes.
Rudge’s background is in audit and accounts, with extensive
experience in business, accounting and compliance. She joined Old
Mill in 2016 as an associate director and is now the practice
assurance principal for the accountancy side of the business,
with responsibility for all areas of regulation, standards,
compliance and risk.
Rudge is also Old Mill’s ethics principal, ensuring quality and
compliance throughout the firm. She has been a member of the
Institute of Chartered Accountants in England and Wales (ICAEW)
Investigation Committee since 2019 – one of the independent
regulatory and disciplinary committees that oversee the ICAEW
Professional Standards Department.
Speaking about her promotion, Rudge said: “I am excited to join
the partner group at what is a very exciting time in both the
accountancy profession, and Old Mill’s growth. There’s lots of
upcoming change in the accountancy world, and I’m keen to help
shape Old Mill’s future and embrace these opportunities.”
Parkes joined Old Mill in early 2008 as compliance manager and
after some time as head of compliance, he moved into his current
role. Parkes is responsible for all areas of regulation,
standards, compliance and risk for the financial planning side of
the business and is a member of Old Mill Financial Planning Ltd’s
board. He is a fellow of the Personal Finance Society – and
former winner of the PFS Chartered Financial Planner of the Year
Award.
Parkes said: “To become a partner in Old Mill at such an exciting
time in the evolution of the financial planning profession is
something I am very proud of. The opportunities that exist for
Old Mill in the financial planning space are huge and to be able
to help shape our future is very exciting.”
Kevin Whitmarsh, CEO of Old Mill said: “Jamie and Duncan are both
exceptional at what they do, not only keeping us in line with our
respective regulatory bodies but also helping with technical
training and helping shape the business strategically to the
highest standards. Their hard work and commitment to quality are
shown by the impact they have made on the work we do with our
clients, our colleagues, and the communities in which we operate.
They both demonstrate our firm’s values by delivering an ongoing
commitment to ensuring all the work we are excited to see more
from them both in their new roles as partner.”
Ocorian
Ocorian, the
specialist provider of alternative fund services, entity
administration, corporate and fiduciary services, has appointed
Ross Thomson as business development director – fund services,
based in Luxembourg.
Thomson has more than 20 years’ experience in the financial
services industry working internationally for major global
financial services providers. His experience includes managing
operation functions in Luxembourg, Ireland and Canada in both the
AIFM and fund administration sectors. He has also held
directorships in the Luxembourg and Irish UCITS’ and AIF funds’
space as well as conducting officer roles in Luxembourg.
Paul Spendiff, head of business development, fund services at
Ocorian, said: “Ross’s appointment further strengthens our
support for fund managers as Ocorian Fund Services continues to
invest in its offering in Luxembourg in response to growing
demand across the market.”