Who moves where in wealth management? – Omni Partners, Lowes Financial Management

0

The latest wealth management moves and appointments in the UK, Rest of Europe, Middle East and select international locations.


Omni Partners
Omni Partners, a London-based alternative investment management firm, has appointed Charles Gallagher-Powell as head of private equity, to help it expand its presence in private markets.

At Omni, Gallagher-Powell will be responsible for building a lower-middle market private equity firm, reporting to Omni founder Steven Clark, the company said. Gallagher-Powell, who will lead the growth of Omni’s private equity business, has previously worked alongside Omni on transactions such as Fortes Partners and iPlace Global. With over 11 years of experience in the investment industry, he started his career in the leveraged finance team at UBS before joining private equity firm XIO Group.

Over the past several years, Omni has made selected private equity investments as part of its expansion into private markets. With a focus on healthcare, education and training, and technology, the company aims to capitalize on the opportunities presented by growing small businesses, a traditionally underserved area.

Welcoming him to the company, Clark said, “His previous experience working with our team and his strong track record will be invaluable to our future growth and to our customers.

Omni Partners LLP, which directly manages more than £130 million ($163 million) in assets, focuses on private markets investment management, although its genesis is in hedge fund management.


Lowes Financial Management

North East financial advisory firm Lowes Financial Management has appointed Gershom Chan as head of financial planning to pursue its growth strategy.

Chan, from Edinburgh, was appointed to the newly created post at a time of wider restructuring and continued expansion of the practice and service proposition, the firm said. He will be involved in improving and expanding the client proposition while supporting the training and development of the next generation of financial planners.

Chan, a Certified Financial Planner and member of the Personal Finance Society, has been part of the wider Lowes team for about four years, first in several technical roles and later becoming a Lowes consultant, serving his own bank of clients. His appointment as head of financial planning comes as the company seeks to establish a foothold in the North East.

Lowes advises clients on a wide range of financial aspects such as estate tax planning, investment management, pensions, tax mitigation, long term care and other areas of general financial planning, helping clients and their families secure their financial future. Specifically, Lowes is a recognized national authority in the profession on structured retail products.

Lowes, which celebrated 50 years of serving clients last year, recently appointed its first associate director, Andy Gardiner, and opened a new office in Teesside to raise its national and regional profile.

Share.

About Author

Comments are closed.