People on the Move: Morecrofts; Seneca Investment Managers; Lloyds Bank; UBS Wealth Management; ITS; Legat Owen
Morecrofts Solicitors has promoted private client lawyer Maureen Holloway to associate solicitor.
Ms Holloway leads a specialist team working on behalf of elderly and vulnerable clients on matters such as powers of attorney, deputyships, wills and probate.
After joining Morecrofts as a legal clerk in 2005, she qualified as a legal executive in 2011, and later as a solicitor in 2014, at the age of 52. She is based primarily at the firm’s Crosby office, in north Liverpool.
Morecrofts has also awarded three new training contracts to Kate McEvoy, Alex Parkington and Cathryn McCorkindale, all three of whom are currently working within the private client department.
Alison Lobb, managing partner at Morecrofts Solicitors, said: “Maureen has established herself as a leading practitioner in her field and we have been delighted to support her continued rise through the firm.
“This new role is deserved reward for her tireless commitment to delivering an outstanding level of service to our clients and leading the expansion of such a dedicated, talented team.”
Morecrofts Solicitors has offices across Merseyside in Woolton, Allerton, Crosby, Wirral and Liverpool city centre.
Seneca Investment Managers, the Liverpool-based multi-asset value investment house, has appointed Gary Moglione as fund manager, further strengthening its investment team.
He will be responsible for research in developed market overseas equities and fixed income, where SIML allocates via investment in open and closed ended funds.
He forms part of the ‘indirect investment team’, alongside fellow fund manager Tom Delic, who will become responsible for emerging market equity and fixed income research.
In addition, he will have secondary research responsibility on asset allocation, supporting Peter Elston, chief investment officer.
Mr Moglione joins Seneca Investment Managers from Amundi Asset Management, where he managed £4.4bn in European equity funds as well as multiple portfolios covering emerging markets.
He has nearly two decades of experience within investment management, previously holding roles with Tilney Investment Management and Royal Liver Asset Managers.
Chief executive David Thomas said: “It’s great to welcome a fund manager of Gary’s calibre to our already strong investment team.
“Gary has extensive industry experience and an extremely impressive analytical mind. This appointment is a signal of our ambition for continued growth in the coming years.”
Mr Moglione said: “It’s exciting to be returning to Liverpool and joining such a progressively principled team of investment managers.
“I have been impressed by Seneca’s distinctive philosophy of multi-asset value investing and look forward to working with the investment team to help deliver high quality investment outcomes to investors in the Seneca funds.”
Lloyds Bank Commercial Real Estate has bolstered its coverage for the North West’s privately-owned property investors, developers and asset managers with the appointment of a new relationship director.
Rob Marriott joins Allan MacKenzie’s North of England team, based in Manchester’s Spring Gardens, from the bank’s transaction execution division where he helped to structure and execute deals.
He began working in the region’s property sector in 2006, including a role in the bank’s business support team.
In his new role Mr Marriott will be supporting Lloyds Bank’s origination activity and relationships with mid- to large-sized private real estate clients.
Commenting on the appointments, Mr MacKenzie, head of Scotland and the North, private groups, Lloyds Bank Commercial Real Estate, said: “The North West is a key market for us nationally, with significant levels of investment and development activity in Manchester and Liverpool specifically.
“Rob has a mandate to grow our coverage here by increasing the level of funding support we can provide to the region’s market.
“His experience of helping structure and execute complex transactions will bring unique insights to our clients in his new, relationship-focused role supporting our aspirations for the Northern Powerhouse.”
Mr Marriott, added: “Our region has some of the UK’s most active and innovative, privately-owned property companies.
“They’re reshaping towns and cities here and further afield. I’m looking forward to working closely with their management teams to help them execute their growth strategies.”
UBS Wealth Management has announced it is furthering its UK expansion, amid continued strong growth in client numbers and net new money.
It is establishing a new High-Net-Worth (HNW) team in London and bolstering its regional office teams with a series of appointments.
Karan Sejpal, former head of North West and Yorkshire at UBS Wealth Management, has been appointed to head up the new London HNW team.
He has spent the past four years building UBS Wealth Management’s presence in the North West and Yorkshire. Under his leadership, the Manchester office became UBS Wealth Management’s fastest growing office in 2017.
Simon Pearson, who has been working with UBS Wealth Management’s clients in the North West for the past five years, has been promoted to head of North West.
Nick Tucker, head of UK Domestic at UBS Wealth Management said: “Karan has played a key role in the growth of our regional business and this experience will serve him well as he starts his new role with the team in London.”
UBS Wealth Management has also hired five new staff outside of London in the past six months, to service growing client demand in the regions.
Recent regional hires since the start of the year include Simeon Livesey, who joins from Coutts, as a client advisor in the Manchester Office
Jonathan Brown, head of regions at UBS Wealth Management said: “We’re proud to have the largest regional footprint of any global wealth manager in the UK, and this is a key reason we are able to attract such strong talent.
“We are committed to continuing to grow our client base and are always on the lookout for the best people to support our clients in the regions.”
ITS Technology Group (ITS), an alternative full fibre digital infrastructure provider, has announced the appointment of Dave Hudson as business development director.
A newly-created management team position reporting to ITS’ chief executive Daren Baythorpe, Mr Hudson is spearheading the firm’s sales and marketing, and developing its channel and wholesale programme.
He has joined ITS from Zen Internet where he was managing director of wholesale and responsible for its go to market strategy. He brings with him more than 25 years’ public sector, telecoms and connectivity market experience.
Mr Baythorpe said: “I am delighted that we have attracted a Business Development Director of Dave’s calibre. It is testament to how far we have come in a short time having refocused ITS’ priorities, creating a sustainable business.
“We have ambitious plans for growth which include building new full fibre gigabit networks around the UK, and Dave will play a major role in delivering these strategic goals.”
Mr Hudson said: “I have seen ITS transform under Daren’s leadership with focus firmly on service delivery, innovation and customer service.
“I am excited to join the business when the UK is on the cusp of a full fibre revolution. This, coupled with ITS’ approach and engineering capabilities, will see us at the forefront of this drive for future-proof connectivity.”
Mr Hudson is the second senior management appointment made this year, and follows Mr Baythorpe accepting the role of CEO in January having joined the business last year.
Chester-based commercial surveyors Legat Owen is driving forward with expansion plans for its asset management team with the appointment of Samantha Sleigh as the firm’s new property manager.
This is the second new addition to the team in less than two months, after it hired private practice surveyor Tom Creer as associate director at the end of March.
Ms Sleigh joins from MAG Property, the property and development arm of Manchester Airport, where she was estates manager, overseeing its core holdings.
Her previous employers include CBRE Group and EA Shaw, where she managed the Shaftesbury PLC account. She has also represented private clients in New Zealand.
She has accrued in-depth experience in management across the retail, office and industrial sectors.
In her new role she will work alongside the asset management team, offering specialist property management and consultancy advice to its existing client base.
Mark Hopley, director in the asset management team, said: “As our management portfolio continues to grow, it is vital that we show consistency in offering the best possible level of personal service to our clients, some of whom have been with us since we started over 30 years ago.
“We are absolutely delighted to bring Samantha on board who has 11 years of experience in commercial property management and will be able to provide sound individual client advice.
“This is a key strategic appointment for us and an opportunity to accelerate our team’s growth whilst increasing our service proposition.
“Our team now stands at a total of 12 across both offices, which undoubtedly represents one of the largest management teams in the region.
Ms Sleigh, added: “It’s an exciting time to be joining Legat Owen which has an excellent reputation amongst property professionals in the north west.
“I’m looking forward to working with the team to offer proactive property and management consultancy advice to its loyal client base, to drive the business forward.”
Headed up by directors Mark Hopley and Natalie Tansey, Legat Owen’s asset management team acts on behalf of more than 130 UK and overseas clients.
Its portfolio includes the management of 338 properties and 1,900 tenancies, collecting an annual aggregate rent roll of approximately £30m, as well as £4m for service charge funds.