People Moves
Who's Moving Where In Wealth Management? - GAM Investments, Crown Global, Others
The latest senior moves in asset and wealth management from across Europe and the UK.
GAM Investments
GAM
Investments has appointed Mary Murphy (pictured) in the
newly-created role of head of global consultant relations.
Murphy, who reports to Jill Barber, global head of institutional
solutions, will be responsible for building strategic
relationships with both global and UK local
consultants.
Prior to this, Murphy worked at BlackRock where she had
responsibility for leading some of BlackRock’s largest strategic
investment consultant relationships. She had previously been a
client director of UK Institutional business at GAM until 2016
and has served in a number of roles in other asset management
firms over a 15-year career in the industry.
Crown Global Insurance Group
Crown
Global Insurance Group, which provides private placement life
insurance (PPLI) and annuities for ultra-high net worth
individuals and institutions, has appointed Thomas F Wiese,
previously executive managing director at Lombard International.
In his new role, Wiese is president of institutional
solutions.
At Lombard, Wiese was responsible for expanding Lombard’s US and
non-US institutional business. Lombard is a prominent player in
PPLI, which is a way of structuring and wrapping client assets in
ways that bring certain tax advantages.
Another previous post for Wiese was that of managing director in
the insurance division at BNY Mellon. He was previously an
executive vice president at Hartford Life Private Placement,
where he led the new business development for their bank-owned
life insurance (BOLI), corporate-owned life insurance (COLI), and
insurance co-owned life insurance (ICOLI) business.
Wiese graduated with a bachelor of science in mechanical
engineering from Lehigh University and earned an MBA from the
Wharton School at the University of Pennsylvania. Wiese is a
registered representative and holds Series 24, Series 7, and
Series 65 securities licences, as well as a life insurance
licence.
Crown Global operates globally and maintains offices in North
America, Switzerland and the Cayman Islands. It was founded in
1998.
Winckworth Sherwood
Winckworth
Sherwood, the full-service UK law firm, has appointed James
Mabey as senior associate within the private client team.
Mabey brings over a decade of experience within the private
client sector, having recently practised in Bermuda where his
work included the creation of trust structures, resettling
trusts, as well as advising settlors, trustees and protectors on
the structuring, interpretation and administration of trusts.