People Moves
Who's Moving Where In Wealth Management? - Hermes IM, BMO Global Asset Management, Others

The latest moves in wealth management across the UK, Europe, Middle East and Africa.
Hermes Investment Management
Hermes
Investment Management has appointed Stephane Michel and
Andrew Lennox as senior portfolio manager and asset-backed
securities portfolio manager, respectively, in its fixed income
team. They are both based in London.
Michel reports to Andrew Jackson, head of fixed income. He
is responsible for identifying market opportunities, trends
and strong risk-adjusted relative value across illiquid markets
as well as making portfolio composition recommendations. He
previously spent five years at UBS.
Lennox reports to Vincent Nobel, head of asset-based
lending. He is responsible for building and developing
systems and infrastructure to analyse, risk manage, report on and
monitor European ABS assets. He joins from BlackRock, where he
was a senior portfolio manager in the European asset-backed
securities team.
BMO Global Asset Management
BMO Global Asset Management has appointed Beate Meyer as
director of regional sales (intermediary) for Germany and
Austria.
Based in Frankfurt, Beate will report to Georg
Kyd-Rebenburg, managing director and head of distribution
(intermediary) for Europe.
Beate will be responsible for managing its client and
distribution partner relationships throughout Germany and
Austria. He will also work alongside Guido Hansmeyer,
director of regional sales (intermediary) for Germany, to
help grow the business in the region.
He has over 20 years of experience in the industry. Most
recently, Beate held the role of executive director at Vontobel
Asset Management Australia, responsible for expanding its
presence into Australia and New Zealand. He was
previously head of wholesale at Vontobel Asset
Management in Germany, and head of wholesale for Schroders in
Germany.
Seneca Investment Managers
Seneca
Investment Managers, the Liverpool-based asset manager, has
appointed Gary Moglione as fund manager.
He will be responsible for research in developed market overseas
equities and fixed income. Moglione forms part of the
indirect investment team, alongside fellow fund manager Tom
Delic, who will become responsible for emerging market equity and
fixed income research.
In addition, Moglione will have secondary research
responsibility on asset allocation, supporting Peter Elston,
chief investment officer.
Moglione joins Seneca Investment Managers from Amundi Asset
Management.
BlackRock
Blackrock UK equity manager Imran Sattar has left the firm,
WealthBriefing understands.
Sattar has been affiliated with BlackRock since 1997. He spent
time at Mercury Asset Management and Merrill Lynch
Investment Managers, which was acquired by BlackRock in 2006.
He managed the BlackRock UK Equity and the BlackRock UK Focus
funds.
Luke Chappell, head of the firm’s UK equities team, and Nick
Little will head up the funds previously run by Sattar. Chappell
and Little have worked together for over 15 years.
Harbottle & Lewis
Harbottle &
Lewis, the UK-based private client law firm, has brought in
Jonathan Burt to be a partner in its private capital practice,
having worked at firms including Barclays Wealth.
Burt was had previously worked at Harcus Sinclair, where he was a partner since 2012. He had previously worked as a managing director at Barclays Wealth where he was on the management committee of their international tax, trust and insurance businesses. Before that he worked in Baker McKenzie’s wealth management department where he became partner in 2004.
He has more than 20 years’ experience advising on international private client matters. He specialises in sophisticated complex cross-border tax and succession planning, multi-jurisdictional investment structures and advisory work for trustees, beneficiaries and families with international interests. Burt has particular experience advising UK resident non-domiciled clients, families based in Europe, the Middle East and Africa, and US citizens who live outside America.
The appointment means Burt will be the fifth partner in the
Private Capital team advising business owners, entrepreneurs and
international families on their legal issues.
London & Capital
UK-based wealth manager London &
Capital has appointed Jonathan Gold as executive
director.
Gold will be based in London and will report to Daniel Freedman,
managing director.
He will work directly with clients, including focusing on the
sports and entertainment sector as well as US clients now
based in the UK.
Prior to London & Capital, Gold was at RBC Wealth Management,
where he was a director. He was also a vice president at
AllianceBernstein Global Wealth Management in London.
Woodbrook Group
Cyprus-based Woodbrook
Group has appointed Mark Slevin as regional manager
Cyprus of its wealth division.
Slevin will be based at the firm’s head office in
Limassol.
He is experienced within the sector, working as both an IFA
and a team leader.
Woodbrook Group is an independent financial advisory and
corporate services company. It has offices in Limassol, Nicosia
and Paphos, Cyprus.