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PEOPLE MOVES: Evelyn Partners, Blacktower, Progeny, GSB, Lombard Odier

By Alex Sebastian, 8 Feb 24

Evelyn Partners adds another chartered financial planner

Evelyn Partners

Evelyn Partners has appointed Declan Kirby as a chartered financial planner in its Birmingham office.

Before joining Evelyn Partners, he worked for Henwood Court Financial Planning, providing financial planning and wealth management advice. Kirby focuses on working with senior executives, business owners and professionals, and is a fellow of the Personal Finance Society.

Blacktower Financial Management

Blacktower Financial Management has promoted Taylor Sallery to the role of US country manager. This move comes in recognition of Sallery’s significant contributions to Blacktower’s growth in the United States, the firm said.

Group managing director Gavin Pluck said: “I would like to take this opportunity to congratulate Taylor on his recent promotion. Taylor’s dedication and hard work in managing and expanding our operations in this region have been invaluable.”

Progeny

Progeny has appointed Tom Wood as chief financial officer.

He brings 25 years of experience in financial services to the firm. Wood was chief restructuring and financial officer of the Co-Operative Bank between 2017 and 2019.

Prior to this, he was CEO and CFO of Shawbrook Group where he led the business through its successful IPO and entry into the FTSE 250.

GSB

GSB continued the expansion of its global wealth and advisory business with the hiring of Sam Goddard-Watts, Ruby Coogan and Mutale Grace Sitali. The trio will be based in Dubai.

Goddard-Watts has joined as an associate partner in the GSB Private team. He was previously a client director at Coutts, managing a portfolio of HNW clients.

Coogan has joined as group marketing manager with ten years of industry experience. Her most recent role was with Hoxton Capital Management as a brand and communications Manager.

Sitali has been hired as a client impact manager, and has a robust background in administration, customer service, and risk management.

Lombard Odier Investment Managers

Lombard Odier Investment Managers appointment of Aude Dhuivonroux as head of France.

Dhuivonroux joined LOIM in January 2022 from Allianz Global Investors, where she was a director in charge of business development for France and Belgium from 2019 to 2021. Prior to that, she spent eight years at Oyster Funds and seven years at Société Générale Asset Management.

Tags: Blacktower | Evelyn Partners | GSB | Lombard Odier | people moves | Progeny

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.