The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

4most
Specialist analytics and risk management consultancy 4most has just appointed Colin Haines to join its senior team as a new client partner for BPA Market Services based in the London office.

Haines will spearhead 4most’s activity in a growing market that has experienced record levels of transactions in recent years, the firm said in a statement. With 10 insurers now competing for more than 250 UK deals with over £40 billion ($51 billion) premiums a year, the mission statement of 4most’s BPA market services team is to help individual insurers write one more deal a month.

Over a 30-year career, Haines has served in partner and EMEA leadership roles at major global and European pensions and actuarial consulting firms, advising multinationals, pension funds, insurers and regulators.

Haines’ move follows a 12-year tenure at Aon, where he served as EMEA chief commercial officer for Aon’s Wealth Solutions business unit. He is also co-founder and CEO of Haines Global Pensions.

Industry estimates predict that UK insurers could take on more than £500 billion ($638 billion) of BPA premiums over the next decade. BPA insurers face pressure to grow their teams and transform their businesses to capture market share. Areas of focus include automating processes, managing data better, introducing new technology including machine learning, refining pricing and reserving, optimising matching adjustments, measuring funded reinsurance risks, and carrying out credit portfolio management reviews.

Fairway
Fairway, a Jersey-based independent private client, corporate, funds and pension services provider, has appointed Paul Sewell as head of business risk and commercial strategy.

Sewell, who has more than 35 years’ experience in the financial services industry, is joining from Vistra. Previously, he worked for several financial service providers including Deloitte and Citigroup. A fellow of the Chartered Governance Institute UK & Ireland and a member of the Society of Trust and Estate Practitioners, he will report to the CEO, Alistair Rothwell.

“Paul will be responsible for providing input into the strategic management of commercial and technical developments to identify, assess, and manage business risks, while driving commercial initiatives that align with regulatory requirements and market opportunities,” Rothwell said. 

Fairway has also made four promotions: Emma Craggs to associate director, private client, Claire Gillard to senior manager, risk and compliance; Heidi Chilvers to assistant manager, compliance; and Olavo Soares to trust administrator (Madeira).

The firm, which was established in Jersey in 2000, employs 108 people and has offices in Dubai and Kuwait in addition to its HQ.

Rathbones
Rathbones, a the UK wealth and asset management group, has appointed Tessa Curtis as its first director of corporate communications and affairs, reporting to chief client officer Simonetta Rigo.

Her appointment, taking effect in February, will position the business for a new phase of growth following its combination with Investec Wealth and Investment (UK). Curtis (pictured) will “own Rathbones’ corporate brand narrative and reputation whilst building an expanded corporate communications team, overseeing external communications, media relations, including financial, and public affairs,” the firm said in statement.

“Tessa has had a distinguished career in PR and communications and we are looking forward to her joining the client office at Rathbones. Her vast industry experience and exemplary reputation will be a real asset to the team and will help drive our strategy and focus forward,” Rigo said.

Curtis previously built an “award-winning narrative” and team as head of group PR and media relations at Entain plc, a FTSE global betting and gaming group with brands such as Ladbrokes and Coral. She also has financial services experience with companies including Legal & General, Barclays, Mirabaud and Santander, and led communications for the launch of Clearpay in the UK.

Prior to taking up the role, Curtis has been running her own consultancy. She has also been a director at Fanclub PR, known for work on sustainability and purpose, leading its strategic, corporate and sustainability communications. Originally a journalist, Curtis moved from being city correspondent at The Daily Telegraph to become BBC business correspondent, leading coverage for news and programmes including Today and Newsnight. Later she moved into PR, initially with large agencies including Weber Shandwick Worldwide, where she was MD of its financial and corporate practices, and subsequently her own.

PIMCO
PIMCO has appointed Paul Keogh and Oliver Van Nairn as account managers in its UK Global Wealth Management (GWM) team, increasing the total number of team members to 15.

Keogh will be responsible for clients in the South West/Midlands/East Anglia, while Van Nairn will oversee the South and South East regions. Both will report to Terry Oh, executive vice president and head of PIMCO's Global Wealth Management business in the UK.

Keogh has more than 15 years of experience in business development within the financial services sector. Most recently, he was business development director for the East of England at Quilter Cheviot, where he was involved with growing assets in various investment solutions, including bespoke portfolios, model portfolios and climate asset funds. Prior to this, Keogh was the business development manager for the South East and East Anglia at Royal London Asset Management. Other business development roles have included stints at Premier Asset Management and Kames Capital.

Van Nairn, who has more than 10 years of experience, was previously the business development manager for the South-East region at Royal London Asset Management. His previous experience includes marketing roles at BNY Mellon Investment Management and Cognito.

"Their experience and proven track record in business development will be an asset in further enhancing our client relationships within the UK advisory space. We look forward to continuing to strengthen our presence and client offering in the UK," Oh said.

Markland Hill Wealth
Northwest UK IFA firm Markland Hill Wealth has recruited three figures for its support and advisory functions.

Angela Marson joins from Fairstone, extending the reach of the firm into Staffordshire. Marson has created and delivered financial planning courses for the Chartered Insurance Institute, the Institute of Financial Services and the Institute of Financial Planning.

John Sykes has left Quilter to join former colleagues at Markland Hill Wealth. He is based in the Lancashire and Merseyside areas of England. 

Diploma qualified paraplanner Scott Beecroft has joined from Sedulo, the business advisor firm, to work as a paraplanner in Markland Hill’s Waterloo HQ in the Liverpool area. 

The firm has a total of 23 advisors and two offices.