People Moves
Who's Moving Where In Wealth Management? - LJ Partnership, Penningtons Manches, Jersey
The latest moves in wealth management across the world.
LJ Partnership
LJ
Partnership, the London-headquartered private wealth
partnership, has promoted Mark Veale to the role of managing
director of its expanding Isle of Man trust & administration
team, the firm said in a statement.
In addition, two further new roles have been created within the
Isle of Man operation as part of the expansion of Veale’s team.
Adam Greenwood has been appointed as finance director and Sophia
Birchall as head of compliance. Both these new roles will be
predominantly Isle of Man based but will also provide operational
and financial support to the other offices within the trust and
administration division.
Veale has over 20 years’ experience in the financial
services, fiduciary management and administration sectors,
spending the past 17 years specialising in the offshore fiduciary
sector. Prior to joining LJ Partnership, he headed up the trust
operation of independent firm Kreston in the Isle of
Man.
Greenwood has substantial financial accounting experience in
banking and trust and administration and was previously chief
finance officer and company secretary at ICM Group on the Isle of
Man.
Prior to her appointment at LJ Partnership, Birchall was
head of compliance at Northern Wychwood Trust, an
independent trust and administration business based on the Isle
of Man.
Penningtons Manches
Leading law firm Penningtons
Manches has promoted Rachel Donald, a family lawyer in
its private wealth group, to partner.
Donald joined Penningtons Manches in January this year. As
part of Penningtons Manches’ private wealth group, she works
closely with the firm’s private client team to assist clients.
Jersey Financial Services Commission
Mark Sumner, director of supervision and risk at the
Jersey Financial Services Commission, the regulator in the
jurisiction, is retiring at the end of April, 2018.
His move comes after a 26-year banking career in Jersey and in
the UK. Sumner joined the JFSC in 2003. He started as a project
manager and subsequently helped form what became the banking
division, of which he was appointed director in 2004.
