Appointments: UBS Global Wealth Management; Palatine Private Equity; Red Flag Alert; World Business Angels Investment Forum

UBS Global Wealth Management has appointed Jane Booth as regional head of the North West as part of several appointments to its Manchester-based team.

Jane has spent the last four years at UBS Global Wealth Management, managing the wealth of entrepreneurs and their families across the North West region. Previously, she trained and practised as a lawyer, including a three-year stint at Mills & Reeve.

She said: “Our clients in the region have increasingly complex needs, and that’s why we are building a team in the North West with a diverse range of specialisms to help them achieve their financial goals.”

UBS has also recruited Fahim Amdani as a director in its Manchester office while client advisor Oli York has relocated from the group’s Newcastle office to the North West and former apprentice Sara Hussain has moved from its London team.

Jonathan Brown, head of regions at UBS Global Wealth Management, said: “The North West is a hugely important market for UBS and that will only increase over the coming years as it continues to grow as an entrepreneurial hub.”

 


 

Greg Holmes, Palatine Private Equity

Mid-market private equity firm Palatine has appointed Greg Holmes as an investment manager in its Impact Fund team based in Manchester.

Palatine’s Impact Fund was launched in 2017 and invests in profitable businesses making a positive impact on the environment or society.

The returns-focused £100m fund, one of the first dedicated to impact investments in the UK mid-market, supports management buyouts, growth capital and buy-and-build models, investing £5m up to £10m, and has so far completed five deals.

Holmes has nine years’ experience in the North West corporate finance market, having spent five years with PwC and then three-and-a-half years with NorthEdge Capital in Manchester.

His appointment follows that of London-based Impact Partner Tristan Craddock, who joined the firm in May from Rutland Partners.

Beth Houghton, Partner and Head of Impact at Palatine Private Equity, said: “Impact investing is at the heart of our approach at Palatine, and with an increased focus on sustainability and social impact from both investors and management teams, we have a strong pipeline of activity.

“We’re therefore really pleased that Greg has joined our team and I’m sure he’ll make a strong contribution in the coming months as we complete more deals.”

Meanwhile Palatine’s Manchester head office team has relocated the short distance from The Zenith Building at Spring Gardens to Chancery Place, 50 Brown Street, where it has signed a lease on 5,500sq ft on the 11th floor.

 


 

James Wilson, Red Flag Alert

Chief technology officer James Wilson has joined insolvency fintech firm Red Flag Alert to further develop the firm’s business intelligence solution.

The appointment also includes the acquisition of ID4-S.com, a product that will bring Trusted Identity Proofing & Corroboration (TIPC) to Red Flag Alert.

James joins from Bibby Financial Services, where he was the global head of strategy and innovation, and responsible for all aspects of technology strategy in 14 countries.

Previously, James co-founded Trinem, a DevOps solution provider specialising in software deployment that was acquired by OpenMake Software in 2014.

Mark Halstead, managing director at Red Flag Alert, said: “James joins us at the perfect time, we’ve already built the UK’s number one business intelligence solution, and hiring James will help further develop our capabilities. James brings a blend of deep technical knowledge, and financial services’ operational expertise that will help deliver our ambitious plans.”

 


 

Housemates founder Lydia Jones

Housemates founder and chief executive Lydia Jones has been appointed as the UK’s representative at the World Business Angels Investment Forum.

The World Business Angels Investment Forum is an affiliated partner of the G20 Global Partnership for Financial Inclusion, with the primary aim of improving access to funding for start-ups, scaleups and entrepreneurs.

Jones runs Housemates, a student-first, digital housing platform that looks to simplify the student accommodation process.

She said: “The UK is a hotspot for exceptional talent and entrepreneurialism. With a number of years in developing platforms and growing businesses across a range of sectors, I’m delighted to be representing the UK at the World Business Angels Investment Forum.

“In what has been an incredibly challenging year for early stage and high growth businesses, I look forward to connecting leaders in the space with investment opportunities on a global scale.”



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