The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the Middle East and other selected locations.
The Burnside Partnership
Private client advisory firm The Burnside Partnership has promoted Alison Craggs (pictured), a
Legal 500 2023 “Rising Star”, to associate.
Craggs has over 15 years of experience in private client law, specializing in drafting tax-advantaged wills, preparing and recording powers of attorney and administering estates. She joined The Burnside Partnership two years ago, after practicing in law firms in London and Oxford. Craggs’ articles have been published in several journals including the
Review of law and taxation of trusts and estates and Family law review.
Beyond her primary specialty in private clients, Craggs also has experience working with clients with dementia and disabilities. She is a member of Solicitors for the Elderly; the Alzheimer Society’s Friends of Dementia initiative; she appears on the Alzheimer’s research in the UK list of lawyers; and has presented at Mencap Disability Trusts conferences. Craggs is also a full member of the Society of Trust and Estate Practitioners (STEP) as a recognized estate and estate planning specialist.
M&G Investments has appointed Stefano Amato as senior fund manager within the multi-asset team. He reports to fund manager Steven Andrew and co-manages M&G’s revenue allocation strategies with him.
Based in London, Amato has worked in asset management and financial markets for 15 years. He was previously at Santander Asset Management where he was Head of Multi-Asset Solutions and Lead Portfolio Manager for global flagship institutional and total return mandates.
Prior to Santander, Amato held portfolio management roles at JP Morgan and Centurion Group, and worked at Societe Generale, Nomura and Lehman Brothers. He holds an MSc in Finance from London Business School, as well as an MSc in Behavioral Economics and a BA in Communication Science and Technology from IULM University of Milan.
Ogier, the offshore law firm, has promoted Diana Rodriguez to senior partner in its private management team in Guernsey.
In his new position, Rodriguez will continue to advise trustees, beneficiaries and settlors on a wide range of contentious and non-contentious matters relating to trusts, foundations and private clients. She also has a particular interest in pension advice, having served on the technical sub-committee of the Guernsey Pension Providers Association and advising charities.
Prior to obtaining his law degree, Rodriguez worked for various international human rights organizations in Latin America and Europe. She holds degrees in policy and development from the University of Cambridge and the London School of Economics. She is a lawyer (England and Wales) and recently passed the Guernsey Bar exams and obtained the Certificate of French and Normandy Legal Studies from the University of Caen.