People Moves
Who's Moving Where In Wealth Management? – Ocorian, Mirabaud Group, Others
The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and select international locations.
Ocorian
Ocorian, a provider of
corporate and fiduciary services, has appointed Don Ross as
global head of investor services, as it transforms its
technology-led fund services business.
Ross, who will report to Garrett Breen, Ocorian’s head of global
funds, has nearly 18 years of experience in the finance industry.
Previously, he was head of investor relations for EMEA at JP
Morgan Fund Services, and head of investor services at
Quintillion.
Welcoming his appointment, Ross said: “Ocorian is a global leader
in fund services with an excellent reputation and exciting vision
for growing its business.”
Ocorian has $270 billion in assets under administration and
employs over 1,500 professionals. The group offers corporate,
fund and private client services across a network of offices
spanning Bermuda, the BVI, Cayman, Denmark, Guernsey, Finland,
Hong Kong, Ireland, the Isle of Man, Jersey, Luxembourg,
Mauritius, the Netherlands, Norway, Singapore, Sweden, the UAE,
the UK, and the US.
Mirabaud Group
Mirabaud
Group, a Swiss banking and financial group, has appointed
senior private banker William Ladenburg to join its private
banking and wealth management business.
The addition of Ladenburg, who is joining Mirabaud & Cie
(Europe) as director, adds extra support to the company’s UK
high and ultra-high net worth team, the firm said. His hire
represents the latest part of Mirabaud Group’s expansion strategy
and provides a strong commitment to its UK wealth management
clients.
Ladenburg has more than a decade of experience in the private
banking space, having held senior positions at Credit Suisse and
Close Brothers Asset Management. He will report to Stuart Bates,
the CEO of UK wealth management at Mirabaud, who joined the
company in May 2021, the firm added.
Welcoming him to the firm, Stuart Bates, CEO of the Mirabaud UK
wealth management branch, said: "His expertise in building and
maintaining strong relationships with such a wide variety of
clients over the last decade will undoubtedly prove a major asset
to the team.”
Mirabaud Group, which has built a strong presence in the UK since
the founding of its offices there in 1990, employs a global,
independent and customised approach to wealth and asset
management as well as corporate finance services, the firm
said.
Carey Olsen
Offshore law firm Carey Olsen has
appointed former Clifford Chance senior figure Matthew Grigg as a
partner to join its corporate practice in Bermuda.
Grigg is joining the firm after 25 years working with
Clifford Chance, where he was a partner for the past 17 years. He
is an expert in structured finance and financial products,
structured debt, derivatives and offshore corporate structuring.
Grigg advises investment banks, funds, retail banks, end users
and service providers on all forms of structured finance
transactions. He also advises clients on regulatory change,
collateral arrangements, restructuring and all forms of sales and
trading documentation.
