People Moves
Who's Moving Where In Wealth Management? Church House, JP Morgan
The latest moves in the global wealth management sector.
Church House
UK-based Church
House Investment Management recently hired Paul Zoltowski
from Sanlam FOUR to broaden its distribution efforts. He is based
in London and reports to James Johnsen, head of business
development. Zoltowski is responsible for building on CHIM’s
private client base and building out its institutional client
market.
Prior to Sanlam FOUR, Zoltowski was at Credit Suisse for ten
years as senior private banker. Clients ranged from high net
worth individuals through to companies, pension funds and
offshore trusts. Prior to Credit Suisse Paul worked in the
private banking team at Merrill Lynch.
CHIM also recruited Andrea Steel to the client relations team,
based in Sherborne, Dorset. She spent nearly 20 years as a
private banker mainly at Hoare’s Bank and SocGen
Hambros.
JP Morgan Private Bank
JP
Morgan Private Bank has named David Stubbs head of client
investment strategy for its Europe, Middle East and Africa
business.
In this London-based role, he will help drive investments
strategy, and develop and deliver research-driven insights on
global economies and markets to clients. He will work with the
firm's market solutions teams and investment advisors on
presenting clients with the bank's investments strategy across
all asset classes.
Fulcrum
Fulcrum, the UK-based
asset manager, has appointed Marc Semaan as a multi-asset
strategist.
He has 10 years' experience, and joins from Aviva Investors' AIMS
team, where he held a similar role. Prio to that, he worked as a
macro strategist at Friends Life Investments where he built a
global macro research structure to support its fixed income
teams.