Stonehage Fleming

Stonehage Fleming has appointed Ed Hawthorne as director to Stonehage Fleming Dealing and Treasury Services (Jersey). 
He has over 15 years' experience in finance and treasury operations and dealing. He joins Stonehage Fleming from Atrium European Real Estate where he was group head of treasury. 

Prior to this, Hawthorne was senior treasury manager at CPA Global and treasury manager at MatchesFashion.com. 

He  will be based in Jersey and will report directly to Stefan Flachsmann, Stonehage Fleming's global head of financial services. His role is effective immediately. 

Flachsmann said: "We look forward to him bringing a fresh perspective to ensure effective strategic and practical management of Stonehage Fleming Treasury. His experience will be invaluable to the Group as we continue to support many of the world's leading families and wealth creators across generations and geographies."

Hawthorne added: "I look forward to continuing the already comprehensive work its dealing and treasury service provides, acting as a single point of contact for clients' banking and investment requirements; something which is paramount to risk mitigation across the entirety of a family's wealth."

He will take over from Graeme Gill who has also decided to step out of his current role as head of treasury services in April and will assume a senior relationship manager role within Stonehage Fleming Group Financial Services. 

In his new role, Gill will be responsible for marketing, both externally and internally, the services of Stonehage Fleming Treasury and the solutions of Stonehage Fleming Group Financial Services to support clients' banking solutions needs.
Stefan Flachsmann said:"We are extremely happy to be able to retain Graeme and his vast knowledge for this new role within Stonehage Fleming. We would like to thank him for all his efforts, commitment and passion in developing and growing Stonehage Fleming Dealing & Treasury over the last 9 years." 

Ogier 

Richard Bennett has been promoted to partner in Ogier's global Investment Funds team.

Bennett, who joined Ogier in 2011, is based in Ogier's London office providing Cayman Islands and BVI legal advice to clients in European time zones, regularly advising on complex, cross-border structures. 

His practice is centred on investment funds, working with both private equity and hedge fund clients. He also advises more broadly in relation to downstream corporate, finance and private wealth matters relating to investment and divestment activities, shareholder agreements, security arrangements, family offices and "fund of one" structures. 

Ogier's head of investment funds in Hong Kong, Nicholas Plowman, said: "Richard is a longstanding member of the team and is extremely well regarded by his clients in the London funds market.

"We are delighted to see Richard progress through Ogier's partner development programme, which recognises and rewards outstanding talent. His promotion adds further strength in depth to our international funds team, and our ability to provide BVI and Cayman Islands legal advice across time zones." 

Recent matters include advising Ogier's long-standing client Partners Capital on the re-domiciliation of a $3.2bn Cayman fund to Luxembourg as part of a cross-jurisdictional Ogier team. 

He is also part of Ogier's multi-disciplinary Private Equity team, its Digital, Blockchain and Fintech team and also its Sustainable Investment and Impact Funds practice.

JTC

Global London Stock Exchange-listed service provider JTC has appointed Dean Blackburn to the role of group head of institutional client services (ICS). 

Having been acting as Interim Group Head of ICS since October, Blackburn will now take over the position permanently with immediate effect. He will lead the division, which provides an extensive range of fund and corporate services to institutional clients, on an ambitious growth journey, supported by a global team of over 900 people, spanning sixteen offices across nine jurisdictions.

He joined JTC in 2019, initially as group director in the CEO office and then, from July 2020, as chief commercial officer. He was promoted to JTC's Group Holdings Board in 2021 and since then has been instrumental in driving innovation and growth strategies across both the ICS and Private Client Services (PCS) Divisions, including supporting the commercial integration of JTC's acquisitions, and the development of its banking and treasury services.

With more than 30 years' global experience, he has an extensive track record in sophisticated financial services, including banking, working within jurisdictions including the UK, Channel Islands, Asia, South Africa and the UAE.

Nigel Le Quesne, CEO, JTC, said:"Our ICS Division has developed and performed strongly in recent years, with revenues growing by c. 60% in our last reporting period (H1 2022) and Dean has already played a significant part in that success. I know that Dean is excited about continuing to evolve our global ICS platform to capture future opportunities whilst at the same time continuing to work closely with the senior leadership team across the Group to help us achieve JTC's shared objectives." 

Blackburn added: "The ICS Division has evolved its proposition significantly over recent years, thanks to organic growth and a series of high quality acquisitions that have added new capabilities and scale, as well as driving focused growth in key markets, including the US, Ireland and the UK. I'm looking forward to working with colleagues across our global network to capitalise on these opportunities and ensure that JTC becomes the fund and corporate services provider of choice."

Vistra 

Vistra, a leading provider of expert advisory and administrative support to Capital Market, Fund, Corporate and Private Wealth clients, has named key leadership appointments and further investments into its technological capabilities to strengthen its Loan Market Solutions (LMS) support to its Private Debt and Structured Finance clients. 

Mahen Surnam joined Vistra as the director, Loan Market Solutions to oversee the continued growth and development of the LMS proposition. He brings 20+ years' experience in the Loan Agency market, Structured Finance and Private Debt.
Mahen said: "I have been impressed with Vistra's existing capabilities that enables LMS to cement their current foothold. I look forward to working with Debt funds and collateralized loan obligations (CLO) Managers globally to enhance their servicing experience."

Scott Youd joined Vistra as the Technology Lead for Vistra Capital Markets. He is responsible for the technology systems used by Vistra's Capital Markets platform, including Solvas|Asset Management™. He brings 20+ years' experience covering accounting, funds, loans and securitisation and has a strong understanding of Debt Capital Markets transactions. 

Youd said: "I am excited to have the opportunity to further grow Vistra's Capital Markets platform. I look forward to applying the experience I have in Alternative Investments technology to support the expansion of Vistra's Capital Markets service."

Vistra now uses Solvas as its loan administration platform - an industry standard multi-asset class administration system that integrates well with Investran, Vistra's Fund Administration portal. Together with Vistra's in-house developed Loan Settlement Application and dashboards, it is in a unique position to bring together technological capabilities and skilled resources to meet the increasing demand of our loan market clients.

"In 2021, we embarked on a journey to solve the pain-points of Loan Markets. We have since made serious investments in technology and talent to provide a full stack solution from loan administration to fund administration, thereby servicing increasingly innovative, bespoke loans in a cost effective and timely manner. We warmly welcome Mahen and Scott to the Vistra family. I am confident that they will help take our Capital Markets business to new heights", shared Navita Yadav, Global Head of Capital Markets, Vistra. 

Reem Zahran, Chief Technology & Information Officer, Vistra, said: "We have made significant investments into our technological capabilities and have developed an industry-leading global platform to enhance the client experience with Vistra. We are excited to now use our global platform to become the preferred one-stop outsourcing solution for Debt fund and CLO Managers globally. I look forward to taking these capabilities to more clients in other sectors in the months to come", said Reem Zahran, Chief Technology & Information Officer, Vistra.  

Crédit Agricole CIB 

Crédit Agricole CIB has appointed Jamie Mabilat as senior country officer for Italy, effective 1 February 2023. 

He replaces Ivana Bonnet, who has taken up a new role within the Bank. Based in Milan, Mabilat reports to Georg Orssich, senior regional officer for Europe (excluding France) and remains a member of Crédit Agricole CIB's Management Committee.

He will lead the overall business development and strategy of the Bank's commercial franchise and be in charge of delivering the Bank's 2025 Ambitions in Italy across corporate clients, financial sponsors and financial institutions. His remit also includes enhancing the synergies with Crédit Agricole Italia and the other affiliates of the Group in the country.

Georg Orssich, senior regional officer for Europe (excl. France) at Crédit Agricole CIB, said: "Jamie is an industry veteran with wealth of experience across various corporate and investment banking businesses. Italy is a mature and competitive market and I am confident that under Jamie's leadership, our local franchise will be further strengthened and developed."

Mabilat has over 25 years of experience in advising, arranging and structuring corporate and structured debt. He began his career in 1994 working for Compagnie Générale des Eaux, then Enron, focusing on project development in the energy sector. 

He joined Crédit Agricole CIB in 2000 in Project Finance in London. He was appointed global head of infrastructure in 2013, and took on the role of global head of debt optimisation & distribution in 2016. In 2022, he was appointed global head of corporate & leveraged finance. 

Quilter Foundation 

The Quilter Foundation, the charity arm of wealth manager Quilter, has named Jennifer Piper as its new manager. 

She joins the Quilter Foundation team with a wealth of experience in the charitable sector, having worked with numerous organisations across the UK, Sub-Saharan Africa, Asia and the Middle East.

In her new role, she will be responsible for developing the Quilter Foundation's strategy while continuing the ongoing work with its charitable partners and colleagues.

The Quilter Foundation, which will celebrate its five-year anniversary later in the year, supports the delivery of Quilter's Responsible Business approach, specifically its commitments to local communities and wider society.

Julius Baer

Bank Julius Baer has appointed Sacha Bodenehr as head of its Geneva domestic market effective 1 February 2023. In addition, he will serve as branch manager Geneva, responsible for all local operations and representation.

In these positions, he will lead the Bank's Swiss business in Geneva and coordinate the collaboration between all functional and divisional heads locally. Geneva is a key location for Julius Baer both for the growth of its global operations and further development of the Swiss strategy. The Bank employs around 350 people locally.

Sacha Bodenehr currently holds both functions on an ad interim basis. He has over 20 years of experience in private banking and joined Julius Baer in 2003 from Banque Ferrier Lullin & Cie SA. 

At Julius Baer, he served in various management positions such as Chief of Staff French Speaking Switzerland and Western Europe, Head CEO Office and Deputy Chief of Staff as well as Head Strategic Projects Europe. Sacha Bodenehr holds a bachelor's degree in economics from the University of Geneva.

Gilles Stuck, market head Switzerland at Julius Baer, said: "I am delighted to announce that Sacha will lead our domestic market and our branch in Geneva. He is a proven banking professional with in-depth knowledge of the local market and an excellent track record. Sacha is the ideal person to continue our successful path in Geneva."

Withers 

International law firm Withers has boosted the ranks of its London probate team with the arrival of new partner Carrie Duncan.

She joins the firm from Anthony Gold, where she headed the Private Client, Probate & Trusts team.
Duncan advises clients on the broad range of issues surrounding effective succession planning and protecting their family's futures.

She acts for clients from a variety of backgrounds, including elderly individuals, academics, business owners, landowners and high net worth individuals, dealing with their interests in the UK and globally.

Dora Clarke, co-head of Withers' Private Client & Tax division in London, said: "Helping clients to successfully navigate the complexities of the probate process is key to what we do around the world, and lawyers with Carrie's skills and depth of experience are few and far between. 

"She is equally adept at managing domestic cases as she is with the challenges of probate matters involving multiple jurisdictions. We really look forward to welcoming Carrie to the team."

She added: "Withers has long been a leading firm in trust and probate work and joining the firm's international private client group is an exciting move for me. Working with skilled colleagues around the world, I will be delivering the best possible advice to our clients."