People Moves
Who's Moving Where In Wealth Management? – Titan, Hargreaves Lansdown, Others
The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the Middle East and other select locations.
Titan Asset Management
Titan
Asset Management has appointed Alex Robinson as non-executive
director.
Robinson, who will be responsible for monitoring processes within
the business, will take on the role of Titan Asset Management
consumer duty champion. He is chair of Earl Shilton Building
Society, was previously group commercial director for
Skipton Building Society for 10 years, and ran a portfolio
of 11 companies where his roles included chair of the board
and NED. Robinson is also a co-founder and chair of the Skipton
and Ripon Enterprise Group, a network of individuals who provide
free mentoring to small businesses and have, to date, assisted
over 200 businesses.
Hargreaves Lansdown
Hargreaves
Lansdown, the UK wealth manager, has appointed Ziad Abou
Gergi as head of the multi-manager team.
Gergi, who has 20 years’ experience in the multi-manager area,
joined the firm in December 2021. Prior to this, he headed
Barclays’ high net worth multi-asset team.
In his new role, Gergi will be responsible for overseeing the
management of 11 multi-manager funds in the fund of managers
range.
Artorius
UK-based Artorius Wealth has
engaged former UBS figure Jonathan Brown as senior advisor to
work with the client teams to expand Artorius’ regional
footprint.
Based in the North East, Brown began his career in wealth
management in early 1986. Over the course of some 36+ years he
has worked for UK, American and Swiss organisations.
For the last decade, Brown was a managing director running the
UBS UK regional business.
Established in 2015, Artorius is based in Manchester and advises
clients across the UK. The firm provides wealth planning and
investment advice for financial services professionals, UK
business owners and entrepreneurs, private equity professionals
and individuals inheriting wealth. Artorius services £1.6 billion
($1.91 billion) in assets and is owned by management, employees,
and a small group of high net worth individual shareholders.