Wealth Management Appointments: Quilter, Maven, Canaccord and Ocorian

Rees joins Quilter on October 26, reporting to CIO Marcus Brookes. Replacing Lindsay James, she will focus on market commentary and research, leveraging a decade of reporting experience at Bloomberg and Thomson Reuters. Brookes noted that her background in financial media will be instrumental in communicating the firm’s strategy to advisors and clients.

Maven Capital Partners is scaling its regional reach by opening a new office in Reigate. The firm has launched the £210 million South East Investment Fund, supported by the British Business Bank, and recruited Cait Pilkington, Jonathan Day, and Alex Lawrence-Berkeley to manage local mandates. The new team brings a combined expertise in corporate law, early-stage venture capital, and technology-led growth sectors.

In London, Canaccord Wealth has hired Gideon Wright as senior investment director. Joining from Rathbones, Wright brings over 20 years of experience to the firm’s private client division, following recent hires in wealth planning and equities. Meanwhile, Ocorian has promoted Kristina Rowe to the newly created role of global head of issuer services. Rowe, a veteran of JP Morgan Chase and State Street, has held multiple leadership positions at Ocorian since 2019 and will now oversee the firm’s international issuer service offerings.