People moves: HSBC Private Bank, Quilter, and Gallagher

HSBC Private Bank has announced two senior appointments in the UK as it brings together its high net worth (HNW) and Special Segments into a single leadership structure.

Philip Aleppo has been appointed to oversee the combined teams in an expanded role. Aleppo joined the private bank in 2023 as UK head of financial markets and subsequently took on the role of head of Special Segments in 2024. Meanwhile, Nick Wolf has been appointed to the newly created role of head of UK expat for the UAE. Wolf was previously HNW head in London and the south. In his new role, Wolf will support the UK community in the UAE. HSBC Private Bank said the changes demonstrated the importance of the UK private bank to HSBC and its growth plans, with the UK seen as a key wealth market and the centre of vital wealth corridors.

Quilter has named Tim Freeman as technology adoption director within Quilter Financial Planning.

In the newly created role, Freeman will work with advisers and firms across the Quilter advice network to help them make the most of technology, tools and support. He brings more than 20 years of financial services experience across adviser relationships, business growth, proposition development and change to the role. Freeman joins from Openwork, where he had worked since 2022, most recently as strategic partnership development manager. Before joining Openwork, Freeman spent seven years at St. James's Place, including as head of financial wellbeing & private client proposition and prior to that as head of private client service. Earlier in his career, he spent 13 years at HSBC in several financial planning and relationship management roles.

Gallagher has appointed Austen Robilliard as director, investment portfolio solutions, within its UK Benefits & HR Consulting division.

The firm said the appointment strengthened its ability to support wealth management firms with investment solutions, portfolio construction, governance and manager research. Robilliard joins Gallagher with more than two decades of experience across wealth and investment management. He spent 19 years at Titan Wealth Planning and held senior leadership positions, most recently as interim chief executive of IWP Investment Management. During his career, Robilliard has been responsible for developing and overseeing investment propositions, managing multi-asset portfolios, leading fund selection teams and building centralised investment processes.



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