Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities
Oppenheimer Holdings (NYSE: OPY) has announced a significant expansion of its European investment banking team with four key hires in London. The new team, joining from Hannam & Partners, includes Ernest Bell as Managing Director of European Head of Public M&A and Wealth Management, Giles Fitzpatrick as Vice Chairman and Managing Director of European Investment Banking, Richard Clarke as Senior Advisor, and Lucia Sviatkova as Associate.
Bell brings extensive experience having advised on deals exceeding $25 billion in public market and wealth management transactions. The expansion aims to strengthen Oppenheimer's presence in UK wealth management and public M&A sectors, with the team reporting to Max Lami, CEO of Oppenheimer European business.
The strategic hires come as the UK wealth management industry undergoes significant transformation driven by intergenerational wealth transfer and technological advancements, leading to increased US-led investment and M&A activity.
Oppenheimer Holdings (NYSE: OPY) ha annunciato un'importante espansione del suo team di investment banking europeo con quattro assunzioni chiave a Londra. Il nuovo team, proveniente da Hannam & Partners, include Ernest Bell come Direttore Generale della Divisione M&A Pubblico e Wealth Management in Europa, Giles Fitzpatrick come Vice Presidente e Direttore Generale dell'Investment Banking Europeo, Richard Clarke come Consulente Senior e Lucia Sviatkova come Associato.
Bell porta con sé una vasta esperienza avendo consigliato su operazioni che superano i 25 miliardi di dollari in transazioni di mercato pubblico e wealth management. L'espansione mira a rafforzare la presenza di Oppenheimer nel settore del wealth management e delle M&A pubbliche nel Regno Unito, con il team che riporterà a Max Lami, CEO dell'attività europea di Oppenheimer.
Le assunzioni strategiche avvengono mentre l'industria del wealth management nel Regno Unito sta subendo una trasformazione significativa guidata dal trasferimento intergenerazionale di ricchezze e dai progressi tecnologici, che portano a un aumento degli investimenti e delle attività di M&A guidate dagli Stati Uniti.
Oppenheimer Holdings (NYSE: OPY) ha anunciado una expansión significativa de su equipo de banca de inversión en Europa con cuatro contrataciones clave en Londres. El nuevo equipo, que se une desde Hannam & Partners, incluye a Ernest Bell como Director General de M&A Público y Wealth Management en Europa, Giles Fitzpatrick como Vicepresidente y Director General de Banca de Inversión Europea, Richard Clarke como Asesor Senior y Lucia Sviatkova como Asociada.
Bell aporta una amplia experiencia tras haber asesorado en operaciones que superan los 25 mil millones de dólares en transacciones de mercado público y wealth management. La expansión tiene como objetivo fortalecer la presencia de Oppenheimer en el sector de wealth management y M&A pública en el Reino Unido, con el equipo reportando a Max Lami, CEO del negocio europeo de Oppenheimer.
Las contrataciones estratégicas se producen en un momento en que la industria de wealth management del Reino Unido está experimentando una transformación significativa impulsada por la transferencia intergeneracional de riqueza y los avances tecnológicos, lo que lleva a un aumento de la actividad de inversión y M&A liderada por EE. UU.
오펜하이머 홀딩스 (NYSE: OPY)가 런던에서 네 명의 주요 인사를 영입하여 유럽 투자은행 팀의 대규모 확장을 발표했습니다. 새 팀은 Hannam & Partners에서 합류하며, Ernest Bell이 유럽 공공 M&A 및 자산 관리의 전무 이사로, Giles Fitzpatrick이 유럽 투자은행의 부회장 및 전무 이사로, Richard Clarke가 수석 고문으로, Lucia Sviatkova가 부원으로 합류합니다.
Bell은 250억 달러를 초과하는 공공 시장 및 자산 관리 거래에 대한 자문 경험을 가지고 있습니다. 이번 확장은 오펜하이머의 영국 자산 관리 및 공공 M&A 부문에서의 입지를 강화하는 것을 목표로 하며, 팀은 오펜하이머 유럽 사업의 CEO인 Max Lami에게 보고합니다.
전략적 인사는 영국 자산 관리 산업이 세대 간 부의 이전과 기술 발전에 의해 상당한 변화를 겪고 있는 가운데 이루어지며, 이는 미국 주도의 투자 및 M&A 활동 증가로 이어지고 있습니다.
Oppenheimer Holdings (NYSE: OPY) a annoncé une expansion significative de son équipe de banque d'investissement européenne avec quatre recrutements clés à Londres. La nouvelle équipe, qui rejoint Hannam & Partners, comprend Ernest Bell en tant que Directeur Général de la M&A publique et de la gestion de patrimoine en Europe, Giles Fitzpatrick en tant que Vice-Président et Directeur Général de la banque d'investissement européenne, Richard Clarke en tant que Conseiller Senior et Lucia Sviatkova en tant qu'Associée.
Bell apporte une vaste expérience après avoir conseillé sur des transactions dépassant 25 milliards de dollars dans les marchés publics et la gestion de patrimoine. L'expansion vise à renforcer la présence d'Oppenheimer dans le secteur de la gestion de patrimoine et des M&A publiques au Royaume-Uni, l'équipe rapportant à Max Lami, PDG de l'activité européenne d'Oppenheimer.
Ces recrutements stratégiques interviennent alors que l'industrie de la gestion de patrimoine au Royaume-Uni subit une transformation significative, entraînée par le transfert intergénérationnel de richesse et les avancées technologiques, menant à une augmentation des investissements et des activités de M&A dirigées par les États-Unis.
Oppenheimer Holdings (NYSE: OPY) hat eine bedeutende Erweiterung seines europäischen Investment Banking-Teams mit vier wichtigen Einstellungen in London angekündigt. Das neue Team, das von Hannam & Partners kommt, umfasst Ernest Bell als Geschäftsführer und Leiter des Bereichs Public M&A und Wealth Management in Europa, Giles Fitzpatrick als Vizepräsident und Geschäftsführer des europäischen Investment Banking, Richard Clarke als Senior Advisor und Lucia Sviatkova als Associate.
Bell bringt umfangreiche Erfahrungen mit, da er bei Transaktionen im öffentlichen Markt und im Wealth Management mit einem Gesamtvolumen von über 25 Milliarden Dollar beraten hat. Die Expansion zielt darauf ab, die Präsenz von Oppenheimer im Bereich Wealth Management und Public M&A im Vereinigten Königreich zu stärken, wobei das Team an Max Lami, CEO des europäischen Geschäfts von Oppenheimer, berichtet.
Die strategischen Einstellungen erfolgen zu einem Zeitpunkt, an dem die britische Wealth Management-Branche einen erheblichen Wandel erlebt, der durch den intergenerationalen Vermögenstransfer und technologische Fortschritte vorangetrieben wird, was zu einem Anstieg der von den USA geführten Investitionen und M&A-Aktivitäten führt.
- Strategic expansion into European markets with experienced senior hires
- Access to deals exceeding $25 billion in transaction experience
- Enhanced capabilities in wealth management and public M&A sectors
- Strengthened position in growing UK wealth management industry
- None.
The team includes Ernest Bell, Managing Director, European Head of Public M&A and Wealth Management; Giles Fitzpatrick, Vice Chairman and Managing Director of European Investment Banking; and Richard Clarke, Senior Advisor. They will be joined by Lucia Sviatkova, Associate, European Public M&A & Wealth Management.
"Our sector bankers in
Expansion of Capability in
Bell joins Oppenheimer with considerable public market and wealth management transaction experience, having advised on deals in both sectors in excess of
"Giles, Richard, Lucia and I are delighted to join Oppenheimer at this exciting time," Bell said. "The
"In public M&A, we will continue to advise offeree and offeror companies on public takeover situations, with clients benefitting from a global platform, the capabilities of a leading US mid-market investment bank and Oppenheimer's proven ability to collaborate with colleagues across different industry teams."
"With over 30 investment bankers serving financial services companies in the US and the
Addition of Senior Dealmaker in new Vice Chairman & Managing Director of European Investment Banking
Fitzpatrick was formerly Partner and Executive Director at Hannam and Partners and held prior senior and management roles at Canaccord Genuity, Fox-Pitt, Kelton (FPK) and Hoare Govett/ABN AMRO.
"Since the global financial crisis, the US has cemented its position as the epicentre of domestic and international capital markets and M&A," Fitzpatrick said. "Oppenheimer provides access to US deal origination and distribution, which is critical to giving good advice to
Highly Experienced Senior Advisor to
Clarke also joins Oppenheimer from Hannam & Partners. Clarke was formerly at KPMG, where he headed Corporate Finance, M&A and Asset and Wealth Management. He has led M&A deals for over 100 clients, including global financial institutions, public bodies, listed, private equity and owner-managed businesses, particularly in wealth management, financial planning and asset management.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange) and its affiliates provide a full range of wealth management, securities brokerage, and investment banking services to high net-worth individuals, families, corporate executives, local governments, businesses and institutions.
Oppenheimer Europe Limited
Oppenheimer Europe Limited (Oppenheimer), a subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange) provides financial services to EMEA-based institutions and corporations across corporate finance, equities, fixed income, debt capital markets and portfolio strategy research.
Media Contacts:
Joseph Kuo / Michael Dugan
Haven Tower Group LLC
424 317 4851 or 424 317 4852
jkuo@haventower.com or mdugan@haventower.com
View original content:https://www.prnewswire.com/news-releases/oppenheimer-hires-london-based-senior-investment-bankers-to-expand-european-financial-services--public-ma-capabilities-302399314.html
SOURCE Oppenheimer & Co. Inc.
FAQ
What is the strategic significance of Oppenheimer's (OPY) new London hires?
How many senior bankers did Oppenheimer (OPY) hire in London?
What experience does Ernest Bell bring to Oppenheimer (OPY)?
What market trends is Oppenheimer (OPY) targeting with these hires?
