People Moves

Who's Moving Where In Wealth Management? - LGIM, Smith & Williamson, Others

15 August 2018

Who's Moving Where In Wealth Management? - LGIM, Smith & Williamson, Others

The latest moves in wealth management across the UK, Europe, Middle East and Africa.

UK-based Legal & General Investment Management has hired James Crossley as head of UK retail sales.  Crossley joins from Jupiter where he was head of retail sales overseeing the UK retail distribution and the retail sales team.

Simon Hynes, who has been at LGIM since 2015, has recently moved to the newly-created role of head of retail distribution, Europe, Middle East and Africa. He will focus on building LGIM’s wholesale distribution operation across Europe and growing LGIM’s exchange-traded funds business, following the acquisition of the Canvas ETF platform earlier this year. 

Both Crossley and Hynes report to Honor Solomon, the firm’s head of retail, EMEA.

Gary Walker & Co Wealth Management
UK-based Gary Walker & Co Wealth Management, an affiliated firm of St James’s Place Wealth Management, has created four new roles in a bid to expand its operation.

The firm has appointed Susan Barclay as practice manager,  Julia Catto as events and marketing executive, Kieran Taylor as a financial consultant and Madelynne Stephen as financial administrator. Further additional positions are in the pipeline as the firm is also recruiting for experienced chartered paraplanners. 

Barclay recently graduated from Robert Gordon University with a bachelor’s degree in business management and has 16 years of experience as a business manager and management roles within private and charitable organisations.

Catto will lead the practice’s marketing strategy and initiatives to enhance brand awareness. She previously worked at Murrayfield Stadium, The Speratus Group, Culture Perth and Kinross and Harbro. 

Taylor is a graduate of the St. James’s Place Academy. He previously ran his own consultancy and has been invited to join the firm to deliver a range of financial planning services. Stephen will provide support to the financial consultants and paraplanners. She has experience of working as an executive assistant.

Smith & Williamson
UK financial services group Smith & Williamson has appointed Paul de la Salle as an associate director in its sports, media and entertainment team.

de la Salle joins the London office from Arena Wealth Partners, where he spent nearly five years advising sports, media and entertainment professionals on a range of financial issues including banking, financial planning, FX, home finance, investment, pensions and tax. He also spent 11 years at Barclays Wealth Management where, he headed up the football team and specialised in providing expert private banking services.

Smith & Williamson’s sports, media and entertainment group works with a wide range of athletes, executives, clubs, organisations and governing bodies.

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