Lombard Odier has appointed Sophie Dworetzsky as head of wealth planning UK, effective from today (22 September 2025).

Dworetzsky will be responsible for the development of Lombard Odier’s wealth planning operation in the UK. Her career has spanned senior roles at Charles Russell Speechlys, where she has been a partner for the past six years, and Withers, where she was a partner for more than 10 years. Dworetzsky’s experience includes advising entrepreneurs, business owners and international family offices on matters ranging from business sales and management buyouts to family governance and succession planning. At Lombard Odier, she will be based in London as part of Lombard Odier UK.

Multrees Investor Services has announced two senior appointments to its client development team.

Matt Bain joins Multrees with almost 30 years of experience in investment management. He began his career at State Street, before moving to Schroders, followed by Capital Group. Most recently, Bain held the position of head of client solutions and operational risk at Partners Capital. During his 16 years at Partners Capital, he established and managed client operations across Europe and Asia. Multrees also hired Ella Whitley, who returns to the firm after earlier roles in marketing and client solutions from 2016 to 2020. In the interim, she was business development and operations manager for Whitley Asset Management, a Multrees client until it was acquired by Cazenove in late 2024. The operational solutions provider said the hires reinforced its commitment to meeting the wealth management sector’s growing sophistication, offering ultra-high-net-worth clients scalable, institutional-grade custody, trading, and operational support.

Johnston Carmichael Wealth has appointed Robbie Chisholm as a financial planner.

Chisholm joins the firm from Tweed Wealth Management, a senior partner practice of St James’s Place Wealth Management, where he worked as a financial planner providing holistic financial planning services to individuals and businesses. Prior to that, he was a financial planner at John Home Wealth Management. In his new role at Johnston Carmichael Wealth, he will manage a portfolio of both individual high-net worth and corporate clients.

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