Two wealth-management firms have made senior appointments, with Aneka Beneby joining Lombard Odier in the Bahamas after leaving Julius Baer in London, and Quilter appointing Tim Freeman to a newly created technology adoption role in its financial planning business.
Beneby is a senior vice president and private banker based in Nassau, New Providence. She had worked at Julius Baer in the UK since February 2023 and has now returned to the Bahamas, where she previously worked as a portfolio manager and at Swiss bank Pictet. Lombard Odier confirmed the move to WealthBriefing.
“Over the past 17 years, I've advised international families, managed their investment portfolios and helped them navigate global financial markets,” Beneby wrote on LinkedIn.
Freeman will work with advisers and firms across the Quilter Financial Planning advice network, focusing on engagement with advisers, technology adoption and business improvement. The role is intended to help firms use Quilter’s technology, tools and support and translate new capabilities into improved experiences for advisers and clients.
He brings more than two decades of financial services experience. Freeman joined Openwork in 2022 and most recently served as strategic partnership development manager, managing relationships with some of the network’s largest partner firms. Before that, he spent seven years at St James’s Place, where his roles included head of financial wellbeing and private client proposition and head of private client service. Earlier, he worked at HSBC for 13 years in financial planning and relationship management roles.
Quilter Financial Planning managing director Warren Vickers said Freeman was a “fantastic addition” and cited his experience working with advice businesses. Vickers said Freeman would help advisers adopt technology as Quilter continues to invest in its technology proposition and support for firms.
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