People in the news: Deloitte, Smith & Williamson, Wilson Wright, Alvarez & Marsal

In this week’s accountancy career moves, partner promotions at Deloitte, Wilson Wright and Dechert, director promotions at Smith & Williamson, Alvarez & Marsal and cyber security expert for PKF Francis Clark, plus CIMA chief

Smith & Williamson, part of wealth management and professional services group Tilney Smith & Williamson, has announced the appointment of Jenny Reed as director in its forensics services team. Reed joins from Baker Tilly International and has over 20 years’ experience in the accountancy profession, first as an auditor and thereafter in technical, training and compliance. She has worked with clients across a wide range of sectors including manufacturing, agriculture, real estate, scientific technology and pensions, and has a particular specialism in the not-for-profit-sector, having spent some time out of the profession as finance director of two charities.

Alvarez & Marsal Taxand LLP has strengthened its tax advisory practice appointing Nick Walton, Jack Hollyman and John Bettley-Smith as senior directors within its infrastructure investors service team. Prior to joining the firm, all three worked as directors in Deloitte’s M&A and funds tax group where they advised key private equity and infrastructure clients on acquisitions, restructurings, and disposals.

Buchler Phillips, the corporate recovery, turnaround and  restructuring firm, has appointed Jo Milner as a partner, returning to the firm after 25 years working at a range of firms, including Grant Thornton, PwC and Smith & Williamson, as well as nine years as a partner with Cork Gully.

Harbottle & Lewis has appointed two new partners, Siena Gold (private client & tax) and Brian Aris (chief operating officer), who will join the partnership from 1 June 2021. Gold advises individuals and the family offices, trustees and financial institutions representing them on personal asset holding structures, cross-border tax, succession planning, family governance, and philanthropy. Aris will be involved in setting the firm’s strategic development and is an executive board member. The firm has also promoted four associates to the position of senior associate. These are Clare McGarry, Katrien Roos and Harry Bresslaw from the film, TV & theatre group and Edward Lane from the corporate group.

Deloitte UK has promoted 79 people to partner – an 18% increase on last year. Of the new promotes, 24 (30%) are women taking Deloitte’s female partners to 282 (25%). Eleven new partners are from ethnic minority backgrounds, equating to 14% of the promotions. Those identifying as ethnic minority now represent 7% of Deloitte’s total partners. The firm’s audit and assurance business has promoted 21 new partners, with nine in risk advisory, 24 in consulting, 13 in tax and legal, 10 in financial advisory and two in central management. A quarter of promotions (25%) are based outside London. The number of UK partners overall now stands at 1,115. Deloitte also recently announced three new additions to the leadership team with Lisa Stott joining as the managing partner for tax and legal, Jackie Henry taking over as managing partner for people and purpose and Kirsty Newman being appointed as UK market chair. Women now represent a third of the UK executive team.

Wilson Wright, the City-based accountancy, tax and business advisory firm, has continued to grow its tax team with the appointment of a tax disputes partner. Jessica McLellan joins the firm in June to establish and grow its tax risk and dispute resolution division. Her appointment increases the firm’s ability to assist clients facing protracted or serious enquiries from HMRC, or who have legacy schemes to settle or potential disclosures to make. She has more than 15 years’ experience as a tax disputes resolution specialist, including more than a decade at PwC as a senior manager and most recently as a director, tax risk, disputes and investigations at Blick Rothenberg. She has also spent time as a policy adviser at HMRC.

PKF Francis Clark has strengthened its cyber security team with the appointment of former police digital forensics investigator Ryan Goodwin. He will advise clients on how to safeguard their IT systems from cyber attackers, including carrying out vulnerability assessments, penetration testing and training, as well as responding to incidents when they happen. As a qualified cyber essentials assessor, he will also help businesses to meet the certification standards for the government scheme.

Global law firm Dechert LLP has expanded its global financial restructuring group with the appointment of partner Kay Morley to the London office. She will advise clients on all aspects of insolvency and corporate restructuring with a particular focus on European special situations and complex cross-border restructurings. She joins the firm from Jones Day. Morley is the group’s second significant hire in London this year following the announcement of partner Adam Plainer as global co-chair of Dechert’s financial restructuring group in March 2021.

Paul Ash, FCMA, CGMA, has been elected the 88th president of the Chartered Institute of Management Accountants (CIMA) and the 6th Chair of the Association of International Certified Professional Accountants (AICPA). Combining the strengths of AICPA and CIMA, the Association represents 696,000 members, students and engaged professionals in management and public accounting across 192 countries and territories. During his one-year term, Ash will concentrate his efforts on a digitally focused agenda, reimagining the services that accounting professionals provide and demonstrating the value that they bring in a fast-changing business world.

Wealth manager Charles Stanley has named Ian Sackfield as managing director of Investment Management Services (IMS). Reporting to Paul Abberley, CEO at Charles Stanley, Sackfield will provide leadership and oversight of the IMS business, driving growth and delivering on the business' commitment to its transformation agenda.

Pension actuarial consultancy Cartwright has appointed Jonathan Seed as head of pension strategy. He joins the firm with over 20 years of experience providing actuarial advice to both trustees and companies. He also has extensive experience in providing strategic advice on all aspects of de-risking.

Sacker & Partners LLP has announced that David Saunders is to become the firm’s senior partner on 1 September 2021.  He takes over from Ian Pittaway who has held the position since 2005. Saunders joined Sackers in 2004, becoming a partner in 2008. He has over 18 years’ experience advising occupational pension scheme trustees and employers on their defined benefit and defined contribution arrangements. 

Vistra, a provider of advisory and administrative support to fund, corporate, capital market and private wealth clients, has hired Steven van Tuijl as regional managing director, continental Europe. He will also be a member of Vistra’s executive committee. He joins the firm from ADP, where most recently he was managing director for the Germany, Poland, and Czech Republic businesses.

IGS, the Edinburgh-headquartered agritech business, has hired Sarah Willis as chief financial officer. Her appointment reflects the company’s need for substantial transactional and commercial financial experience to support IGS’ global growth strategy in the vertical farming market. She joins IGS from Spirit Energy, where she was head of finance operations. Willis is a chartered accountant and started her career at KPMG and latterly Deloitte.

Fintech scale-up Pleo, which offers simplified expense and bill management automation tools, has appointed Arun Mani as chief revenue officer. Joining from FreshWorks Europe, Mani brings with him eight years’ experience leading and growing successful start-up businesses. As president at FreshWorks Europe, he was responsible for launching the EMEA business, building a team of 150+ people from scratch.

Bloc Hotels has appointed Paul Lewis as chief financial officer. He brings a wealth of experience from across a mix of hospitality sectors as well as technology businesses and will support the continuing expansion plans of Bloc. Lewis was previously CFO at Qbic Hotels and finance director at St Christopher’s Inns, the European hostel chain, and CFO at Datapoint, a European systems integrator. He is ACMA qualified.

Finzo, the accountancy and tech advisory start-up launched earlier this year, has hired Mark Cotterell as account executive to work on sales and business development. He has 15 years’ experience in sales and business development roles, most recently as business development and compliance manager at XPO IT Services.

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