9 minute read
Appointments
Guernsey-based captive insurance specialist Cutts-Watson Consulting (CWC) has appointed Dominic Wheatley (pictured) as Managing Director and Graham Powell as Head of Consulting. Dominic, who served as Chief Executive of We Are Guernsey between 2014 and 2020, has worked with CWC in a consultancy capacity since July 2020. He currently also serves as a NonExecutive Director for Grange Insurance and Infinity Risk PCC, and Executive Director for Falcon Insurance PCC. Graham too has acted as a consultant for CWC, joining in October 2016 following a 35-year career with Aon Insurance Managers (Guernsey).
TMF Group has named Tim Houghton (pictured) as Market Head for the Channel Islands and James Dolton as Managing Director for the Guernsey business. Tim joined TMF in March 2019 as part of its Private Clients team and became Global Head of Private Wealth and Family Office in December 2019. Prior to this, he spent 20 years with RBC Wealth Management. James joined the business in July 2019 as a Client Director, having spent six years with Aberdeen Standard Investments. Earlier in his career, James worked for Citigroup in Edinburgh, as well as HSBC, Rothschild and EY in Guernsey.
Advertisement
Advocate Giles Emmanuel (pictured) has been promoted to Partner within Jersey law firm Viberts’ litigation team. Giles joined the firm in 2019 as an Associate and was promoted to Senior Associate in 2021. He has more than 20 years’ experience covering dispute resolution, civil litigation, bankruptcy and trusts law, and has previously worked for Benest & Syvret, Ogier and RBS International. In addition, Viberts has made several other promotions to Senior Associate – Karla SummersShaw, Corinne Holmes, Eleanor Colley and Oliver Hughes. Financial services group Accuro has named Helen Hendy as Client Services Director, based in Jersey. Helen brings to the firm a career in the Jersey private client sector spanning more than 30 years. She specialises in structuring for ultra-highnet-worth UK-resident and non-UKdomiciled families, PTCs, family governance and family investment companies. Helen joins Accuro following 11 years with Ocorian (formerly Bedell Trust), where she has served as an Executive Director for the past four years. Prior to this, she spent three years with Sanne after more than 18 with AIBWorthyTrust.
Apex Group has appointed Michelle Le Herissier to the position of Head of Private Clients and Family Office, Jersey. Michelle brings to the firm more than 25 years of experience across Asia, Europe, the Caribbean and the US. She joins Apex from JTC Group, where she most recently served as Managing Director based in South Dakota, US. Michelle previously spent four years with Barclays as Managing Director of the Singapore and Hong Kong trust division and four years with Cititrust in a similar role. Prior to this, she worked with private clients in Switzerland for Citi and Credit Suisse.
Ocorian has made three appointments to its Private Clients team in Jersey. Ian Rumens (pictured) joins as Head of Private Clients for Jersey from Intertrust, where he has been Head of Private Wealth – Jersey, for the past six years. Ian has extensive experience working with ultra-high-net-worth families across Asia, the UK, Europe and the Middle East. His earlier career included periods with Elian Global, Ogier and Appleby. In addition, Karl Bekusch joins Ocorian from Apex Group as Executive Director, while Karen O’Hanlon, former Senior Director, Private Wealth Services at JTC, joins as a Director.
Collas Crill has appointed Of Counsel Danielle Brouard to lead and develop the law firm’s employment law practice in Guernsey. Acting for employers and employees, Danielle advises on all aspects of employment law, with a particular interest in discrimination issues. She also advises on data protection law matters relating to the workplace. Prior to joining Collas Crill, Danielle spent 14 years in London with Baker McKenzie, advising clients on UK employment law issues across financial services, technology and retail. She also spent six months on secondment with British Airways’ in-house legal team.
Ian Horswell has been named Global Head of Business Development at Suntera Global in Jersey. Having worked in the sector for more than 20 years, Ian joins the business from JTC, where he has served as a Director in the Funds and Corporate division for the past three and a half years, responsible for European business development initiatives. Prior to that, he worked in a consultancy role for Maitland to help build the firm’s presence across the Channel Islands. Ian’s earlier career included a number of senior roles with HSBC and RBSI, and he served as Head of Business Development at R&H Fund Services for almost 11 years.
Credit Suisse has appointed Edward Daughtrey as Chief Operating Officer (COO) for its Guernsey Branch and Country COO. Edward will also join the Guernsey Branch Management Committee, chair the Branch Operating Committee and join the Credit Suisse UK Operating Committee. Edward, who transferred from the Singapore office at the end of last year, was most recently Global Trading Solutions COO. He has more than 16 years’ experience in financial services, joining Credit Suisse in 2007 after working for Barclays Wealth Management and German commercial bank WestLB. PraxisIFM has unveiled a number of senior promotions across the Channel Islands. In Jersey, Sarah Denoual (pictured) and Ruth O’Hara have been named Associate Director in the Private Wealth and Corporate team. Sarah joined PraxisIFM as a trainee in 2013 and now oversees a portfolio of private clients, companies and other fiduciary structures. Ruth joined the firm in 2019 and oversees a private client team. Meanwhile in Guernsey, Jason Le Page has been promoted to Associate Director, Business Systems, while Sandra Francis has been named Associate Director for Tax. Both joined PraxisIFM in 2017.
Credit Suisse in Guernsey has made five promotions in its banking business. Rachel Bailey (pictured) has been promoted to Vice President, having served as Head of Client Services for the past three years. Nick Kearns and Laura Quertier in the Global External Asset Manager (EAM) department have been promoted to Director and Assistant Vice President, respectively. Alex Babbé, who co-leads the Investment Management business in Guernsey, has also been promoted to Director. And Martyn Renouf in Global Trading Solutions has been promoted to Vice President. He has been with the firm for 26 years.
Following the merger of Vega Solutions and Fusion Acusoft in November last year, the board has appointed David Collings (pictured) to the position of Managing Director and Chief Technology Officer of the new group. David founded Vega Solutions along with Neil Barrett in 1994 and has served as its Managing and Technical Director since then. Fusion Acusoft Managing Director Alan Rowe has stepped down. In addition, Sarah Rolph, who joined Fusion Acusoft as a Client Services Representative in April 2021, will now lead sales and operations in Guernsey.
Opening up a wealth of opportunity
When you invest with a trusted partner like HSBC, you can get closer to achieving your short and longer-term goals. Right now, we’re offering 0.50% cashback1, giving you even more reason to get started.
Investing with HSBC makes your money work harder, to help achieve your goals, whatever they may be. Our advisers are here to help you understand and identify the level of risk that’s right for you.
Investment support and guidance from our team
Whether you’re new to investing or a seasoned pro, we have more investment advisers than ever at your disposal. They’ll guide you through setting up your portfolio, helping you choose the funds that suit your needs. And we’re constantly innovating, so that we can provide you with information, tools and services you should expect from an investment partner. “As a Premier Wealth Manager, I’ve access to a wide range of funds to meet your needs. We’re here to help you find the best opportunities to grow your money, with advice tailored to fit with your lifestyle.”
Cara McPhee, Guernsey Premier Wealth Manager
We have a range of funds available to you, covering a number of different asset classes and sectors. Invest from funds that HSBC manage, or we can help you invest with third party funds around the world. We also offer a portfolio of Environmental, Social and Governance (ESG) funds which help you achieve your goals and help the long-term health of the planet too. If you’d like to know more about ESG investing or the range of funds available, just pop into your local branch or give us a call.
Tony Stabler, Jersey Premier Wealth Manager
Flexibility for your investments
We’ve made the investment process as simple as possible, including the option of completing and returning documents digitally. You can choose to begin investing with a minimum lump sum of £25,000 or with a monthly commitment of at least £250. You may top up whenever you like, or pause your monthly payments any time, leaving the investments you’ve already made to continue to work for you. Contributions can be resumed whenever you like, and there’s the option for you to withdraw money at short notice should you need to. “Our customers really appreciate that they can switch their investment payments on and off. We get that some months they have other priorities and I think it really helps that we can provide that sort of flexibility.”
James Simpson, IoM Area Director
Get 0.50% cashback on your new investment
When you invest a minimum of £25,000 through our advisory service before 31 March 2022, you’ll get 0.50% of the lump sum cashback. Arrange an appointment to talk to one of our wealth advisers and start investing in your opportunities.
Please remember that the value of investments, and any income received from them, can fall as well as rise, is not guaranteed and you may not get back the amount you invested. Terms and conditions apply. In order to make investments with HSBC, you will need to hold an eligible HSBC current account and invest a minimum of £25,000 or £250 per month. Charges will be applied. For quality purposes and in the interests of security, your call may be recorded. 1Offer available until 31 March 2022. Offer only applicable for lump sum investments of £25,000 or over through our advisory service.
Ask in-branch 03456 006161 ciiom.hsbc.com/investments
Issued by HSBC Bank plc, registered in England and Wales number 14259. Registered office 8 Canada Square, London, E14 5HQ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. HSBC Bank plc, Jersey Branch is regulated by the Jersey Financial Services Commission for Banking, General Insurance Mediation, Fund Services and Investment Business. HSBC Bank plc, Guernsey Branch is licensed by the Guernsey Financial Services Commission for Banking, Insurance and Investment Business. HSBC Bank plc, Guernsey branch is licensed to take deposits by the GFSC. In the Isle of Man HSBC Bank plc is licensed by the Isle of Man Financial Services Authority. Publicly available information, including reports and accounts is obtainable from www.hsbc.co.uk HSBC Bank plc. © HSBC Bank plc 2022. All Rights Reserved.
