Who's Moving Where In Wealth Management? – Rothschild & Co, Acorn, Others

view original post

The latest moves in wealth management from across Europe and the UK.

Acorn Capital Partners
Private wealth specialist firm Acorn Capital Partners has appointed Olga Kucherenko (pictured) as a partner. She will also join the all-female leadership team at Acorn comprising founder Sally Tennant and partners Diane Seymour-Williams and Amy Blackwell. 

Kucherenko brings family office experience gained over 14 years as an advisor at Deloitte where she worked in the private client services and family office advisory teams and, most recently, through her own practice, which will merge with Acorn Capital Advisers.

Kucherenko has served UK and international clients ranging from first-generation wealth creators to established and influential wealthy families, helping them with the creation and transformation of family offices, succession planning and wealth preservation. She has particular expertise in advising on governance frameworks while ensuring that the family, family office and asset holding vehicles align with client vision and strategy.

She is a member of the Chartered Institute of Taxation and holds a master’s degree in international economic relations from the Russian Academy of Economics.

The firm helps families and family offices overcome the increasingly complex challenges of managing multi-generational wealth.

Rothschild & Co
UK-based Rothschild & Co has appointed Joanna Livesey as a director and co-head of one of the client teams in its UK wealth management business.

Livesey has worked in financial services since 2004, when she joined Citigroup working in the corporate division, assessing risk for the bank’s large loans. She has since spent 15 years in wealth management, working with a broad range of private clients, particularly wealthy families and those with complex requirements.

She began her career as a credit risk analyst in 2004. She started working for Citi Private Bank division in June 2006, first as a senior investment analyst, becoming a private banker in 2011. Livesey, who graduated from Oxford University with a masters degree in engineering, economics and management, is a member of the CISI and holds the Certificate in Private Client Investment Advice & Management.

The firm has made several client-facing hires across its UK wealth management business. These include Justine Walley and Nathan Long in Guernsey; Tim Eastwood in Birmingham; and Holly Jennings and Donald Nartey, also in London.

Morningstar
Investment research firm Morningstar has appointed Wing Chan as head of manager research, Europe and Asia-Pacific. Wing Chan was most recently director of manager research practice, EMEA and Asia, at Morningstar Investment Management Asia Limited, a wholly-owned subsidiary of Morningstar. He will still be based in Hong Kong.

In this new role, Chan oversees Morningstar’s European and Asia-Pacific manager research analyst teams, including the regional practices in the UK, Australia and New Zealand. He  will also continue to oversee the cross-border practice, which includes analyst teams in continental Europe and Asia.

Tilney Smith & Williamson
Tilney Smith & Williamson, the UK wealth management and professional services group, has announced that Steve Jupp, founder and owner of Independent Financial Advice firm FP Solutions, will join the team at its Chelmsford office, reporting to financial planning partner Pete Beasant. 

The arrival of the FP Solutions firm is TSW’s second deal in its recently-launched succession programme. This has been designed to help advisors approaching retirement to find a way to move clients to a new home.

Tilney Smith & Williamson was formed by the merger of Tilney and Smith & Williamson in September 2020. It oversees £56.0 billion of assets under management (as at 30 September 2021).