The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

VG
VG, a Jersey-based provider of trust, corporate and fund administration solutions, has bolstered its funds team with the appointment this week of Paul Mundy as head of funds.

Mundy, who brings over 30 years’ of experience, has served in several senior roles, most recently as managing director of a Jersey-based trust company and global head of fund services, the firm said in a statement. 

With a background in fund administration, governance, and custody services, Mundy has worked on various fund entities including single asset holding vehicles and large complex structures for both closed and open-ended funds, the firm added. 

Mundy’s experience has been gained from working in executive and non-executive director positions, on both regulated and unregulated entities and company boards. He has led large teams of funds professionals over the years in his capacity as managing director of two funds businesses. 

He has also served in senior risk and compliance roles at several banks including Royal Bank of Scotland International, Citibank and JP Morgan.

Welcoming the move, Mundy said: “Being one of Jersey’s largest independent providers means VG is able to be nimble and responsive to client needs. This is a key requirement in a developing market and one of the many things that has attracted me to VG.” 

Iain Mason, managing director at VG, added: “He brings a wealth of experience and knowledge across the asset classes we administer and has a rich history of providing quality service and fund solutions to a wide range of clients.”

Church House Investments
This week, wealth and investment manager Church House Investments has appointed James Edgedale as a client director.

Following in the footsteps of Robert Hunter, who joined CHI from Brown Shipley in July, Edgedale is joining the firm after spending over 30 years at JM Finn where he was a senior partner and went on to become chairman, the firm said in a statement. 

He helped build up that business from a small stockbroker into a significant wealth manager with about ÂŁ11 billion of assets under management, the firm added. 

Majority-owned by its directors, Church House is a London-based specialist investment firm integrating wealth and investment management services for private individuals, families, trusts and charities. 

Welcoming the move, Edgedale said: “I have always valued their focus on capital preservation and stable income generation, and I know that their disciplined approach to risk management underscores their whole approach to portfolio management, something of which I fully intend to continue taking advantage of.”

Jerry Wharton, CEO at Church House, added: “With backing of the Cayzer Family Trust and an experienced management team our business has ambitious growth plans. Our aim is to be the benchmark for success amongst independently owned investment specialists.” 

Robeco Switzerland 
This week, asset manager Robeco Switzerland appointed Rachel Whittaker, head of sustainable investing research at Robeco, to join its executive committee, subject to approval by the Swiss financial market regulator.

Her experience and expertise in sustainable investing will strengthen the Robeco Switzerland executive committee which also includes David Hrdina, chair and business manager Switzerland, and Sandra Cafazzo, head of sales and marketing Switzerland, the firm said in a statement. 

Zurich-based Whittaker, who has over 20 years’ experience in the investment industry, has specialised in sustainable investing since 2007. 

She leads an international team of 18 experts who contribute to Robeco’s strategies through industry research on the impact of ESG on company fundamentals, and collaborate on the development of SI frameworks used across Robeco. 

She first worked for Robeco, which is based in Rotterdam and the Netherlands, from 2015 to 2017 as a senior SI analyst, rejoining to lead the team in 2021. In the interim she was an SI strategist and latterly head of the Zurich SI team in the CIO office of UBS’ global wealth management arm, the firm added. 

Prior to joining Robeco in 2015, she worked in SI roles with Vontobel Asset Management and Mercer’s Investment Consulting business in London. She started her career as a sell-side equity research analyst, the firm said.  

Welcoming the move, Dr Martin K Weber, chair of the board of directors at Robeco Switzerland said: “Since rejoining our team as head of SI research, she has made massive strides in ensuring access to extensive sustainability know-how, which is an integral part of Robeco’s investment process. Her appointment therefore not only confirms our confidence that she will successfully help steer Robeco Switzerland, but it also underpins the importance of the SI research department to our global company.”

RBC BlueBay Asset Management
RBC BlueBay Asset Management strengthened its UK financial institutional business last week with two new hires in London. 

Jack Adamson has joined as director of business development for the UK and Ireland, and Harry Legge as associate director of business development for the UK, both reporting to Matthew Rawlings, head of financial institutions for the UK and Ireland, the firm said in a statement.

Welcoming them to the firm, Rawlings said: “Both bring great experience to their respective roles and will help us to strengthen our resources, further support our clients and expand our business.”

Before joining RBC BlueBay, Adamson was working at Invesco (formerly Invesco Perpetual) for over seven years, as part of their sales team where he looked after a number of high-profile clients. Prior to this, he worked with the private bank C. Hoare & Co within their wealth management business development function, the firm added.

Legge joined RBC BlueBay from Artemis Investment Management where he spent four years working as a sales executive covering both wholesale and advisory clients in London and the Channel Islands.

Prior to this, he worked in business development at advisory firm Global Partnership Family Offices, the firm said.

RBC BlueBay Asset Management, part of RBC Global Asset Management, is the asset management division of Royal Bank of Canada in EMEA and APAC and is a provider of global investment management services and solutions to institutional and wholesale investors through separate accounts, pooled funds, hedge funds, and specialty investment strategies.