Who's Moving Where In Wealth Management? – Julius Baer, Tilney Smith & Williamson

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The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and select international locations.

Julius Baer
Julius Baer International has appointed Nick West as the firm’s first head of learning and development for the UK and Guernsey.

Based in London, from 3 May, West has been responsible for bringing the knowledge and experience of Julius Baer’s global academy to the UK, the firm said.

The Julius Baer Academy is the firm’s learning and leadership department. Its central belief is that continuous learning is a powerful driver for personal development and offers a competitive advantage to the business. Over the last few years, the Academy has supported its global employee base with a deeper online learning experience, talent development and a mental health focus which has enabled the business to maintain performance and its clients to continue their own personal journeys to create value beyond wealth, the firm added.

West has been a transformative leader of employee learning and development for over 17 years. Previously he was the head of learning and innovation at UK Finance and led the development of the UK-wide award-winning leadership programme at Quilter Wealth Management.

Welcoming him to the firm, David Durlacher, CEO of Julius Baer International said: “As we continue to grow our business in the UK, we are committed to creating an environment where employees can evolve their skill sets and thrive. By ensuring that our employees’ needs are met, the firm is delivering best-in-class talent and service to our HNW clients so that we may continue to provide tailor-made investment solutions based on their individual needs,” he added. 

Tilney Smith & Williamson
Tilney Smith & Williamson, the UK firm shortly rebranding itself to Evelyn Partners, has appointed Adrian Lowcock as investment communications director. 

In this newly-created internal and client communications role, Lowcock will work with the investment strategy team to keep the group’s financial planners informed about the group’s central investment propositions and support the delivery of investment communications to clients.  

Before this, Lowcock was most recently head of personal investing at Wills Owen. Prior to that he was the investment director at Architas, head of Investing at AXA Wealth and senior research analyst at Hargreaves Lansdown. He also spent nine years working for Bestinvest, the digital investment service, which is now part of Tilney Smith & Williamson.