Wealth Management Hiring Roundup: Ogier, Crestbridge and HL

Ogier has brought on regulatory specialist Martin Livingston as a consultant to address the rising demand for Cayman Islands-specific guidance. With over 30 years in the field, Livingston will focus on supporting the firm’s Asian and Middle Eastern clients, leveraging his deep ties with the Cayman Islands Monetary Authority and his history of shaping regional financial legislation.

Crestbridge Fiduciary has enacted a series of internal promotions effective July 1. Emma Sanford steps into an expanded role as advisor to the board and head of human resources, while Vicky Edwards joins the compliance and regulatory risk team as an associate director. Further internal moves include promotions for Melloney Bond, Stephanie De Sousa, Sarah Eden, and Morgan Tupper, marking a period of organizational transformation for the group.

At Hargreaves Lansdown, a major leadership transition is underway in Bristol. Charles Thompson will join as chief technology officer and Michael Finnegan as chief transformation officer this September, both arriving from Vanguard. They replace outgoing executives Richard Hebdon and Darren Worth, who will remain through a transition period. These appointments signal a strategic pivot for the UK’s largest investment platform, which oversees nearly £200 billion in assets, toward the digital-first retail investment models prevalent in the US market.