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PEOPLE MOVES: UBS, Tilney Smith & Williamson, Blackfinch

Wealth giant names chief digital and information officer, while UK firm expands international service
UBS
The Switzerland-headquartered wealth manager has made several changes to its group executive board.
Mike Dargan will be promoted to chief digital and information officer, effective from 1 May. He has been at UBS since 2016 when he took on the role of head of group technology.
Markus Diethelm will step down as group general counsel after 13 years, effective from 1 November 2021. He will remain as a senior adviser to the business and be responsible for select legacy litigation cases.
Barbara Levi will succeed Diethelm. She joins from Rio Tinto Group, where she served as chief legal officer and external affairs since January 2020. ....

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IWP's Welsh hub Maven Wealth Management hires head of financial planning

IWP s Welsh hub Maven Wealth Management hires head of financial planning
IWP acquired 22 firms in two years
Gareth Tregidon joins Maven from Stafford House Investments.
Tregidon, who joins from Stafford House Investments, has been working in the advice profession for 30 years.
He was branch chairman of the Institute of Financial Planning in South Wales from 2006 to 2011 before it merged with the Chartered Institute for Securities & Investment (CISI). He has also been an assessor and examiner for the latter since 2008.
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IWP has been on an acquisition march over the past few years, buying 22 firms in the last two. On 1 April the consolidator revealed it had acquired three IFAs: Aberdeenshire-based Buchanan & Associates, Moss and Roberts located in Norfolk, and Buckinghamshire-based Principal Financial Planning. ....

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Maven appoints new head of financial planning

Maven appoints new head of financial planning
By
Tom Higgins
26
Gareth Tregidon, copyright Maven Wealth Management
Maven Wealth Management, the Welsh regional hub of Independent Wealth Planners (IWP), has appointed Gareth Tregidon as head of financial planning.
A certified financial planner and chartered wealth manager, Tregidon has almost 30 years’ experience within the financial advice profession for both regional and national businesses.
He joins Maven from the independent financial planning arm of Stafford House Investments, having joined the firm in April 2015. Prior to this, he ran the financial planning department of Bevan Buckland, one of South Wales’ largest regional accountancy firms, based in Swansea. ....

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