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.

JTC
JTC, a global provider of professional services, has strengthened its team with four senior hires in its Guernsey office:

James Clifford, who is joining as senior director – fund service, has more than 20 years of experience in financial services. His expertise in the construction and implementation of risk and compliance governance frameworks, as well as the structuring and administration of complex funds, will be integral to enhancing JTC Guernsey’s offerings in this dynamic sector.

Bewey has been appointed as director – risk and compliance. With a robust background in regulatory compliance and risk management, the firm said that Bewey's insights and strategic approach will be pivotal in ensuring that JTC Guernsey remains at the forefront of regulatory adherence and operational excellence.

Rene Engelbrecht, who is joining as senior manager – investor relations, has a wealth of experience in communications and stakeholder engagement. She will focus on fostering relationships with JTC’s investors, ensuring that the market is well-informed and delivering clear communications and regulatory updates about the group’s performance.

Rebecca Lee is joining as senior manager – private client services. Her extensive experience in wealth management and private client services will be crucial in providing bespoke solutions to high net worth individuals and families, aligning perfectly with JTC’s commitment to personalised client care.

"Their impressive backgrounds and dedication to excellence align perfectly with our values and strategic objectives," Kobus Cronje, managing director of JTC Guernsey, said. "These appointments will further strengthen our capabilities and enable us to continue delivering the high standards of service that our clients expect and deserve."

The JTC Guernsey office opened in 2011 and offers institutional client services and private client services, with a strategic focus on fund administration services.

(Left to right: Rene Engelbrecht, Brett Bewey, Rebecca Lee, and James Clifford.)

Progeny
Progeny, the UK-based firm, has appointed Andrew Priestley to the new role of head of client value proposition.

Priestley has spent more than three decades in the retail financial advice industry. Previously, he worked for three years at Tenet, most recently as head of that firm’s mortgage solutions group.

Progeny says is the first and only B Corp Certified firm in the UK to bring together chartered financial planning, asset management, tax, HR and private and corporate legal services.

Amundi
Amundi, the France-headquartered fund management group with more than €2 trillion ($2.6 trillion) of AuM, has appointed Philippe d’Orgeval as deputy group chief investment officer. He has been at the firm since December 2020.

Before joining the firm, d’Orgeval was head of AXA IM, and before that, worked in AXA in various roles. He started his career in 1995 at Rothschild Gestion as a portfolio manager and buy-side analyst  before joining Pargesa in 1999 in a similar set of roles.