People Moves

Who's Moving Where In Wealth Management? - Close Brothers, Natixis, Others

Editorial Staff 16 October 2018

Who's Moving Where In Wealth Management? - Close Brothers, Natixis, Others

The latest in funds and investments across Europe, Middle East and Africa.

Close Brothers
Close Brothers Asset Management has hired Hugh Adlington as managing director to push growth of its high net worth investment management service. 

Adlington, who has more than 25 years of experience in managing the investments of private clients, family offices and charities, joins from Rathbones where he was an investment director. Prior to that he worked at Fleming Private Asset Management.

The appointment follows that of Oliver Harvey in September and Tim Eliot-Cohen last year. CBAM recently opened new offices in the West End of London.

Natixis
Loomis, Sayles & Company, an affiliate of Paris-based Natixis Investment Managers, has named Aziz Hamzaogullari as the chief investment officer of the Growth Equity Strategies team, which includes the Loomis Sayles Large Cap Growth, All Cap Growth and Global Growth portfolios. 

Hamzaogullari has been a portfolio manager and founded the GES team’s investment process and approach. The GES oversees more than $52 billion of client money, accounting for about 20 per cent of Loomis Sayle’s equity assets under management. 

Before joining Loomis Sayles in 2010, he worked at Evergreen Investments and had been a senior portfolio manager and managing director. He joined Evergreen in 2001.

UBS
UBS’ financial intermediaries team in Jersey has appointed three new employees to its external asset manager (EAM) business. 

It has appointed Jean-Paul Coutanche and Emma Gouyette as client advisors, and Charlotte Hervé as a client advisor assistant.

Coutanche has over 14 years’ experience in the finance industry. Recently he was at a wealth management firm looking after ultra-high net worth clients.  Gouyette has 20 years’ experience in financial services. Gouyette has experience of wealth management, investments, onboarding and compliance. 

Hervé is currently studying towards the CISI Investment Advice Diploma, a Level 4 qualification. For the past six years, she has been working for UBS as an account onboarding specialist. In her new role, she will support the client advisors and business development team on-board new clients and assist with the administration of both new and existing clients. 

The FIM team in Jersey provides custody, stock execution, lending and banking services to EAMs and their underlying clients in both the UK and the Channel Islands. 

Eaton Vance
Eaton Vance Management International (EVMI), a subsidiary of Eaton Vance Corp, has appointed Dónal Kinsella to the newly-created role of institutional portfolio manager for Eaton Vance corporate credit strategies. 

Based in London, Kinsella reports to Christopher Remington, director of income product and portfolio strategy.

Kinsella is responsible for market research and analysis, advancing the firm’s managed strategies through thoughtful investment communications and insights on the credit markets. 

He began his career in the investment industry in 2010. He joins Eaton Vance from Janus Henderson Investors, where he was a client portfolio manager responsible for multi-sector, structured and corporate credit strategies for pension schemes and insurance companies across Europe.

SANNE
SANNE, the global provider of alternative asset and corporate administration services, has appointed Jamie Villiers as a new business development director.

Villiers joins SANNE’s team in London. In his new role, he will be responsible for the sourcing of new business and key intermediary relationship initiatives across the Europe, Middle East and Africa, and Americas. He will work with Zena Couppey, managing director of business development.

He has more than 22 years’ experience. Prior to joining SANNE, he served as vice president of senior sales and relationship manager at BNY Mellon.

Barclays
Barclays Wealth Management has re-hired Chris Arbuthnott. He joins Barclays’ Edinburgh office as a director of wealth management.

Arbuthnott was a former director of HSBC Private Bank’s Aberdeen office. Prior to HSBC, he worked as a vice president of private banking at Barclays between 2011 and 2014.

Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management has promoted Simon Raggett as head of its Worcester office. 

Raggett has over 25 years’ experience in wealth management. He started his career in stockbroking at Harris Allday, where he later became partner. He joined Hargreave Hale in 2015 prior to CGWM’s acquisition last year. 

Mike Davies has decided to step down from his current role as head of the Worcester office, to concentrate on the day to day management of his portfolio of wealth management clients. 

Mirabaud Asset Management
Mirabaud Asset Management has appointed Puneet Singh as senior portfolio manager. He will support Daniel Moreno, head of emerging market debt.

Singh has 13 years of experience in emerging markets. He started his career at UBS Investment Bank in London as a financial accountant, before moving onto a consulting role for Commerzbank AG and Barclays Capital in 2008.

Prior to joining Mirabaud,  Singh was a portfolio manager at Blackrock in London, focusing on EMD within the global fundamental fixed income group.

Ocean Dial Asset Management
Ocean Dial Asset Management, a London-based investment company, has appointed Amul Pandya as head of business development.

Along with coordinating the firm’s sales and marketing efforts, Pandya will be responsible for expanding into the North American institutional market, a first for Ocean Dial. Amul’s efforts will be supported by Camilla Bryden, marketing associate.

Having initially joined Ocean Dial in 2012 as a sales and marketing manager, Pandya subsequently helped to launch Cape Wrath Capital, a UK equity deep value firm in 2016

 

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