People Moves
Who's Moving Where In Wealth Management? - UBS Wealth Management, Mishcon de Reya, Others
The latest moves in wealth management across the UK, Europe, Middle East and Africa.
UBS Wealth Management
UBS
Wealth Management has appointed Claudia Gasser as head of
wealth management Switzerland, WealthBriefing
understands.
Gasser replaces Fabian Stirnemann, who has been in charge of
wealth management in the Zurich region since September 2017.
She joined UBS in 1998 as an advisor client assistant. Since
then, Gasser has held numerous roles at the firm including market
head for the UK and the Netherlands, and most recently, head of
business management Europe international.
Mishcon de Reya
Law firm Mishcon de Reya
has appointed Tim Field as head of equity capital markets.
Field has advised a range of clients including investment banks,
financial advisers, brokers, stock exchanges, regulators for over
20 years on matters such as initial public offerings (IPO),
takeovers and securities law.
He was head of Addleshaw Goddard’s own equity capital markets
practice, and has recent experience of advising on the IPO of
payment technology company SafeCharge. Before Addleshaw Goddard,
Field had acted as head of the Middle East offices of Simmons &
Simmons between 2009 and 2012.
Grant Thornton
Grant
Thornton has appointed David Cartwright as senior consultant,
information security, heading a team providing services to client
in the Channel Islands.
Cartwright holds CISSP and ISO 27001 auditor qualifications and
has a long history in IT, telecoms and information
security. He has worked in the Channel Islands for over 10
years, has written extensively in the IT press and has been a
judge of the UK Cloud Awards since their inception in 2014. He is
chairman of the Jersey branch of the British Computer Society,
and vice chairman of the Channel Islands Information Security
Forum.
Withers
Withers, the
international law firm, has appointed eight new partners from its
US and London offices.
The new partners:
James Dougherty, based in Greenwich, advises on estate planning
and administration, probate matters and litigation arising from
trust and estate succession issues.
Lian Fang, based in New York, advises on wealth planning matters,
often working with multi-generational families to assist them
with transferring their wealth to younger generations. Lian
frequently works with Asian clients, including advising on
preparation for investing in or moving to the US.
Eva Farkas-DiNardo, based in New York, advises clients on
personal and business tax planning across their international
interests, including pre-immigration planning for those moving to
the US, as well as voluntary disclosure and audits in relation to
tax.
Theda Fisher, based in New York, provides corporate immigration
advice to a wide range of US and foreign businesses, and personal
immigration advice to successful people.
Elliot Galler, based in New York, advises US domestic and
multi-national businesses and high net worth individuals on the
tax implications of investing in the US and abroad, as well as
providing tax advice on M&A transactions.
Stephen Nerland, based in London, advises US nationals based in
the UK on their US tax and estate planning, as well as advising
non-US individuals on tax planning ahead of moving to the
US. Stephen also advises on US tax compliance and
disclosure programmes.
Jaime McLemore, based in London, advises US nationals based in
the UK on their US tax and estate planning and compliance, as
well as advising both individuals and organisations on charitable
giving.
Vasiliki Yiannoulis, based in New York, advises individuals and
corporate investors on commercial real estate projects, including
advice on debt financing and other lending transactions.
Moores Rowland
Frederic Mege, a dual-qualified French and English private client
lawyer, has joined Moores Rowland, a law
firm based in Monaco.
A member of the Paris Bar Association, the Institut des Avocats
Conseils Fiscaux (IACF), the Law Society (England & Wales) and
the Society for Tax and Estate Practitioners (STEP), Mege has
advised international private clients on personal tax and other
legal issues.
Mege began his career with Arthur Andersen in Paris. He then
moved to London and worked at BDO Stoy Hayward and Grant Thornton
in their private client tax departments. He has a Law degree from
the University of Aix-en-Provence, where he also lectured on
French and international tax and estate planning. He is
recommended by groups including Chambers & Partners
Global and Europe, Legal 500 and Décideurs
Juridiques.
Moores Rowland was established in Monaco since 1976.