Appointments

Ocorian has promoted Charlotte Cruickshank to the position of Global Head of Fund Onboarding and Solutions, based in Jersey. Charlotte joined Ocorian as Executive Director, Funds, in 2018. She has an extensive background in fund administration and accounting, working with clients to define their requirements and build tailored administration solutions. Prior to joining Ocorian, she spent five years with Langham Hall Fund Management, following senior roles with Mourant and Ipes. Charlotte reports to Ocorian’s Global Head of Service Lines and Business Development Mike Hughes.

Suntera Global has named Ryan Taylor as Head of Funds for Jersey, responsible for developing and managing the new fund administration team and growing its client base. Ryan has worked in Jersey’s fund, trust and fiduciary sector since 2005. He has expertise in fund administration, accounting and governance, as well as operational and systems experience. Before joining Suntera, Ryan spent more than four years with Zedra, latterly as a Director of Fund Services in Jersey. Prior to this, he led the funds and corporate services team for Vistra and has also acted as a Director on a number of corporate and fund client boards.

IQ-EQ has appointed Andy Mallet as Jersey Head of Operations. Andy joins from Apex Group, bringing with him over 15 years’ experience in Jersey financial services. This has included senior roles with Pentera Trust, JTC and Link Group. He has extensive experience across business transformation and improvement, technology enablement and digitisation, as well as risk management and corporate governance. In his new role, Andy will help steer IQ-EQ Jersey’s operations and drive business improvement initiatives, process efficiencies and technology enablement. Deloitte Partner Adam Cichocki has been appointed to lead the firm’s assurance and advisory teams across Jersey, Guernsey, the Isle of Man and Gibraltar, following Deloitte’s decision to create a single audit, assurance and advisory offering across the four jurisdictions. Adam has relocated to Jersey from Gibraltar to take up the role. He has almost 20 years of professional services experience. He has spent 17 years with Deloitte. After almost six years with the firm at the start of his career, he returned in 2010 to take up management roles in London, and has spent the past three years as Managing Partner of the Gibraltar office.

Tristan Maultby and Sarah Ash (pictured) have been promoted to Group Partner at Walkers. Tristan, part of the Jersey banking and finance team, advises borrowers and lenders on real estate issues, including Islamic financing and enforcement matters. He has practised in Jersey since 2013, having worked at Norton Rose Fulbright in London. Sarah, who leads Walkers’ Guernsey employment law team, advises on employment law, particularly discrimination matters and issues in regulated financial services businesses. She has been in private practice since 2003 and joined Walkers in 2018 as Senior Counsel.

Investec Bank (Channel Islands) has appointed Andy Smith as Manager of its Jersey branch. Andy brings to the new position more than 35 years’ experience in banking and lending. He joined Investec in 2014, having spent the previous 11 years with RBS International in the Isle of Man and Jersey. Prior to this, Andy held a range of management roles with NatWest Life and NatWest Offshore over an eight-year period. In addition to his new responsibilities at Investec, Andy will retain his role as Head of Trust and Corporate Banking covering Guernsey, Jersey and the Isle of Man.

Brooks Macdonald International has promoted James Hollowell to Head of Guernsey, focusing on building the firm’s profile in the Channel Islands and the UK. James has been with the firm for the past 10 years, most recently serving as Business Development Director, but he has more than 25 years’ experience in international financial services across the offshore banking and investment management sectors. Before joining Brooks Macdonald, James was Business Development Director at specialist insurance broker Baronsmead Partners, following five years with the Bank of Ireland.

The Institute of Directors Guernsey Branch has appointed Bob Moore as Vice Chair. Bob, an IoD member for more than 20 years, has a 40-year career in financial services. From 1979 to 1997, he worked for Lloyds Bank in South America, the US, UK and Luxembourg. Moving to Guernsey, Bob then led the Butterfield Group’s operations on the island, becoming Executive Vice President and Head of Group Trust in June 2011. He has also served as a Commissioner of the Guernsey Financial Services Commission, a chair of the Guernsey International Business Association and the Association of Guernsey Banks, and a Director of Guernsey Finance.

Kleinwort Hambros has named Phil McIlwraith (pictured) as CEO of CI Bank. Phil has 31 years’ experience with Kleinwort Hambros, having served as CEO and Group Head of Trust and Fiduciary Services for SG Kleinwort Hambros Trust Company for the past three years. David Bromley takes over Phil’s previous role, having been Group Chief Risk Officer for the bank, based in Guernsey, since 2018. And Christophe Huchet, who has been CEO of Kleinwort Hambros Bank CI for the past four years, is now Group Chief Risk Officer of Kleinwort Hambros Group in London. Barclays has appointed Paul Savery (pictured) to the new role of Head of Crown Dependencies, to allow the bank to bring together the leadership of Barclays across the Crown Dependencies and drive consistency across all business segments. Having worked for Barclays Private Bank since 2016, Paul will retain his role as Jersey Country Head for the bank. He has also served as Deputy Chairman of Jersey Finance since 2013. In addition, Adele Bohlen has become Isle of Man Country Head, relocating from St Helier. Adele has been with Barclays in Jersey since 2016 and remains Head of Fiduciaries for the bank.

Collas Crill has appointed Fritha Ford to the position of Of Counsel based in Jersey. Fritha joins the law firm after five years with Walkers as a Senior Associate. Prior to that she spent seven years as an Associate at Mourant. Fritha is an experienced litigator who has specialised in contentious and semicontentious trust work, often with a crossborder element. She has more than a decade’s experience working offshore, advising trustees, beneficiaries and protectors. Serving as a Jersey Advocate since 2012, Fritha was called to the Bar of England and Wales in 2008.

Sionic has appointed Scott Lee as a Partner in the firm’s wealth management and private banking practice. He also becomes part of the leadership team for Sionic’s Jersey practice. Scott joins the firm from KPMG, where he has served as Investment Management Director in the wealth and asset management practice for the past three years. In addition, he has held senior roles at Citigroup, Genpact, Aviva and Aegon Asset Management, and in 2003 founded wealth and asset management consultancy Assiso, which he led for nine years.