The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

C Hoare & Co
C Hoare & Co, a UK privately-owned bank, has appointed Mark Gaisford as a senior relationship manager.

Gaisford will be based in Essex, covering Essex, Suffolk and Hertfordshire, the firm said in a statement.

He will join from Coutts & Co where he was director of private banking. He has spent over 15 years working in the private banking sector in London and the East of England, and has expertise advising wealthy individuals and their families.

This appointment builds on C Hoare & Co’s regional strategy, which has included a number of senior hires across the North, North West, South West and East of England. 

Irwin Mitchell
Irwin Mitchell[ has just added Tara McInnes, a specialist in will, trust and estate disputes partner, to its team in the Thames Valley region. She advises high net worth and high-profile individuals as well as trustees, not for profit organisations and charities in all types of contentious probate matters including; trust disputes, will challenges and claims under the Inheritance (Provision for Family and Dependants) Act 1975.

Recommended by the Chambers High Net Worth guide, she is a member of the Association of Contentious Trust and Probate Specialist (ACTAPS) and a mediator able to act in either contentious probate or civil litigation matters.

Her move to Irwin Mitchell follows the addition of will, trust and estate disputes Partner Cara Hough in Bristol earlier this year, the firm said in a statement.

Charles Russell Speechlys
Charles Russell Speechlys has appointed private client partner, Jonathan Burt, to the firm’s UK private client team. Burt joins from Harbottle & Lewis and his appointment adds strength to the international private client team in London, the firm said in a statement.

Burt is a practitioner with over 30 years’ experience advising entrepreneurs, business and wealth owners on international private client matters. He provides specialist advice for trustees, beneficiaries and families with international interests and his strong stable of clients praise him for his ability to navigate complex cross-border tax and succession planning issues. His clients have a connection with the UK through tax residency, citizenship or domicile, or invest in UK businesses or real estate. They have interests in foundations, trusts or companies, often outside the UK, which hold businesses or investments internationally.

Burt has particular expertise advising UK resident non-domiciled clients, international families based in Europe, the Middle East and Africa, and US citizens who live outside America on cross-border estate planning, multi-jurisdictional investment structures and the related global tax and immigration issues, thereby strengthening the firm’s offering across key target geographies.

Progeny
Progeny, a UK firm bringing together chartered financial planning, asset management, tax, HR and private and corporate legal services, has just appointed former HSBC group chief financial officer (CFO), Ewen Stevenson, as its chair, to preside over the next phase of the company’s growth.   

Stevenson comes with a career record which, in addition to his time as the HSBC Group CFO, includes being the CFO of Royal Bank of Scotland and serving in a number of management roles in investment banking at Credit Suisse. All three institutions had material private client wealth management franchises. His international experience will help support Progeny as it builds its franchises across Europe, the Middle East and Asia, the firm said in a statement.  

Stevenson, who has governance and regulatory experience at both HSBC and Royal Bank of Scotland, was one of two executive directors on each board. He also chairs the Board of Serendipity Capital – a Singapore-based venture capital fund – and RNID, a UK charity for hearing loss.