People Moves

Who's Moving Where In Wealth Management? – Orbis, Premier Miton

Editorial Staff 15 August 2024

Who's Moving Where In Wealth Management? – Orbis, Premier Miton

The latest moves, appointments and personnel changes in the UK, Europe, Middle East and other international wealth management centres.

Orbis Investments
Orbis Investments, a UK-based firm, has reshuffled its leadership in the firm’s retail business.

Matthew Spencer is officially taking on the role of head of UK retail – Marcel Bradshaw will be retiring at the end of this year after leading the retail team in the UK for more than seven years.

Spencer has served in a range of roles at Orbis since 2008. 

A privately owned business, Orbis has more than £28 billion of assets, with offices across four continents and over 400 professionals.

Premier Miton
London-based asset manager Premier Miton has appointed a new MPS investment director: Chris Robinson (pictured) is joining the multi-manager investment team of its newly-launched Model Portfolio Service, led by Ian Rees.

The Managed Portfolio Service offers two actively managed portfolio ranges consisting of four portfolios in each  the Index range and the Blend range, which are competitively priced. The service uses the investment approach of Premier Miton’s multi-manager team, which has a track record of nearly three decades, the firm said in a statement.

Previously, Robinson, who has specialist knowledge and experience in MPS, worked for seven years as head of investment specialist team at Tatton.

“We are seeing increasing demand from advisors for cost-effective investment solutions that use the architecture of established investment platforms whilst tapping into the diversification benefits of multi-manager investing; we’ve combined the best of both worlds by providing access to our multi-manager team’s decades of investment experience and expertise, within an MPS framework, and we look forward to Chris helping us grow business into this area,” Jonathan Willcocks, Premier Miton’s global head of distribution, said.

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