People Moves
Who's Moving Where In Wealth Management? – Hargreaves Lansdown, Liontrust
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle east and select international locations.
Hargreaves Lansdown
Hargreaves
Landsown, an investment platform based in Bristol, has
bolstered its investment research team with a number of
appointments.
Derren Nathan is joining as head of equity research and Hal Cook is joining as senior investment analyst. Starting this week, they will be part of the Investment Analysis and Research team, the firm said in a statement.
Nathan has come from corporate brokers Hybridan, where he was director of research. Prior to his eight years at Hybridan, he worked at WH Ireland as an equity analyst. Nathan has more than 15 years of experience in investment research, corporate finance, investor relations and M&A transactions, as well as specialist equity analysis experience in tech, leisure, smaller companies and AIM stocks, the firm stressed.
Cook was previously at Mercer where he oversaw fund selection and monitoring for their Private Wealth Discretionary Management Service, the firm added. He brings expertise across all sectors, including mixed asset and fixed income, which will be his specialisms within the fund research team. Prior to Mercer, he worked at JLT Investment Management for eight years.
As well as being responsible for two mega-sectors, as a member of the senior research team, Cook will also provide oversight and challenge to fund selection across all sectors on the Wealth Shortlist, and vote on all proposals, the firm added.
The equity research team produces more than 500 pieces of research every year, covering all major sectors as well as featuring regularly in the national press, on broadcast, and contributing to the Switch Your Money ON podcast, the firm said.
The fund research team meanwhile analyses funds, investment trusts and ETFs, producing more than 300 pieces of research a year. The team is also responsible for making fund selections for solutions that serve the firm's platform, advice and workplace clients, including the flagship fund list the Wealth Shortlist, the firm added.
Welcoming the moves, Emma Wall, head of investment analysis and research said: “At HL we believe the right mix of homegrown talent and external expertise helps us to deliver the best possible client outcomes, and I am therefore thrilled to share two key appointments within the Investment Analysis and Research team."
"These are high calibre hires for HL and will add immediate value
to our analysis processes and help us deliver an ever better
service to clients," she added.
Liontrust
The Liontrust Economic Advantage team, part of UK-listed fund
management house Liontrust, has appointed one
of its existing employees, Natalie Bell, as a fund
manager.
Bell will assist the team in choosing stocks and day-to-day
management across the Economic Advantage funds range, focusing on
small and micro caps. The Liontrust Economic Advantage team runs
nearly £8 billion ($9.65 billion) in assets under management, as
at 30 June 2022.
Prior to this move, Bell worked at Liontrust’s central
Responsible Capitalism team, where she led engagement with
investee companies from February last year.
She worked with the existing Economic Advantage team of Anthony
Cross, Julian Fosh, Victoria Stevens, Matt Tonge and Alex Wedge.
Before Liontrust, Bell worked for more than six years at EY as
part of its corporate governance team, and before that, as
assistant director at the Confederation of British Industry.