People Moves
Who's Moving Where In Wealth Management? - Mesirow, Quilter Cheviot
The latest senior moves in wealth management and legal services across the UK, Europe and the Middle East.
Mesirow Financial
Mesirow
Financial has appointed Katherine Wentrup-Estupinan as senior
vice president for business development. Wentrup-Estupinan will
focus on growing the alternatives and traditional asset classes
for Mesirow Global Investment Management Distribution across the
UK, Europe, and Nordic countries.
She is based in the firm's London office, alongside David DiMatteo, managing director, who joined Mesirow Investment Banking in October last year.
"Europe is a growing and important market for Mesirow Financial," said Dominick Mondi, president and CEO. "We will continue to be opportunistic when it comes to adding seasoned talent like Katherine Wentrup-Estupinan who can help us advance our strategic goals within business lines and across geographic regions."
Prior to this role, Wentrup-Estupinan was head of business development, UK and the Americas for BlueOrchard Finance, a Swiss-based impact investment firm. Before that she was sales director – alternative sales Europe for BlueBay Asset Management in London.
Mesirow Financial is an employee-owned firm founded in 1937. As of 31 December 2019, Mesirow Financial had $169 billion in total assets under supervision.
Quilter Cheviot
Following the recruitment of 16 investment managers in 2019,
Quilter
Cheviot has added four more in April this year, filling the
ranks of its new Leeds office and offices elsewhere in the UK.
Vanessa Eve joined the newly established Yorkshire team in January, from Sanlam Private Wealth; former head of Brown Shipley’s Edinburgh office, Paul Embleton, joined in March; and this month, Poppy Fox and Jonathan Fletcher join in London from Brooks Macdonald.
CEO Andrew McGlone said: “Now, more than ever, we are seeing that clients want to speak directly to the person managing their portfolio.”
Noting "extraordinary times", he said the firm was continuing to support clients remotely but also "taking steps to position the business as strongly as we can for a return to normality, whenever that may be. Having already invested considerably in our investment team over the last 15 months, it is very pleasing to continue attracting such talented individuals."
