A look at the top stories on eprivateclient this week.
2017 eprivateclient Top Trust Company Hawksford has appointed Darren Kelland as global head of private client to lead and further develop the strategic direction of its private client division. He is a former Top 35 Under 35.
Dermot Callinan, former head of private client at KPMG, took up his new position at Saffery Champness. He spoke to eprivateclient about the new challenge.
Tracy Evlogidis has joined international law firm Withers as head of immigration in London. Ms Evlogidis previously led the immigration teams at Morgan, Lewis & Bockius and other City firms.
However you may wish to dress it up, taxation is the license the government gives itself to confiscate your money, or at least a defined portion of it, according to James Quarmby, partner & head of private wealth, Stephenson Harwood.
Traditional private client businesses have been focused around tax, but clients now want “much more” such as help with intergenerational transfers, partner and recently appointed head of UK private client services at Deloitte, Nicola Roberts, told eprivateclient.
2017 eprivateclient Top Accountancy Firm Mercer & Hole made two appointments to its senior leadership structure as well as adding two new partners.
2017 eprivateclient Top Law Firm, Bircham Dyson Bell (BDB),appointed Lara Mardell to the firm’s private wealth team. Ms Mardell joins BDB from Ogier, Hong Kong, where she was head of the private client and trusts team for Asia.
Dhana Sabanathan, partner, Winckworth Sherwood considered the effects of Finance Bill on non-doms.
The eprivateclient Annual Accountancy Dinner took place this week. Gary Heynes, national head of private client at RSM UK considered how firms should react to technology changes. Ginny Turner, executive director at Quilter Cheviot, looked at the opportunities to invest in AI and the like.
Victoria Grogan, an international will and probate specialist with more than 10 years' experience in offshore practice, has joined offshore law firm Ogier as counsel and probate manager in Jersey.
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