People Moves

Who's Moving Where In Wealth Management? - NVL Asset Management, SEI, Santander, Old Mutual Wealth, Others

Editorial Staff 8 September 2017

Who's Moving Where In Wealth Management? - NVL Asset Management,  SEI, Santander, Old Mutual Wealth, Others

The latest moves in wealth management across the world.

NVL Asset Management
NVL Asset Management, a Lithuanian asset management company, has appointed Laura Križinauskienė as chief executive, the firm said in a statement.

Križinauskienė will replace Darius Šulnis, who will remain the chairman of the management board. Križinauskienė will also serve on the management board of financial brokerage company INVL Finasta and on the supervisory board of Latvian firm INVL Asset Management.

She worked for the Finasta Group for eight years from 2004. Then Križinauskienė was appointed as CEO and member of the board at the Energy Exchange Baltpool. Prior to joining NVL AM, she was head of global function at Danske Bank, and lead teams in Lithuania and Denmark.

LGT Vestra
LGT Vestra has appointed two ex-Brewin Dolphin senior managers who oversee global multi-asset portfolios.

Peter Long has been hired as an investment manager with over 30 years experience in advising and managing private client, trust and charity portfolios. He joins from Brewin Dolphin where he was a divisional director, a member of the London office executive committee and a former joint head of the London office. Long started his career at Kleinwort Benson and he is a Fellow of the Chartered Institute for Securities and Investments.

George Harper also joins from Brewin Dolphin where he was an investment manager for five years, specialising in managing multi-asset class portfolios for private clients, trusts and charities.

SEI
Investment firm SEI has appointed Andrew Vickers as head of sales, in a bid to strengthen its UK private banking executive management team, the firm said in a statement.

In this role, Vickers will be responsible for supporting and developing the SEI Wealth PlatformSM customer base. He will report to Brett Williams, managing director, SEI Wealth Platform, UK private banking.
 
Vickers, who has many years of wealth management experience, previously held a number of sales and operational positions in the industry. He was part of the management team that delivered and launched the online Selestia Platform for Old Mutual in early 2001, and had subsequently worked at a senior level with Skandia and Old Mutual Wealth.

Santander
Santander Asset Management has appointed Cipriano Sancho to join the manager research and selection team headed by José María Martínez-Sanjuán, the firm said in a statement.

Sancho, who will be based in Madrid, will work alongside Ángel Lara as an absolute return and alternative strategies analyst.

With professional experience spanning 18 years, Sancho previously worked at BBVA Asset Management Quality Funds, where he was head of quantitative analysis processes from 2013, and specialised in absolute return funds. He has also worked at Inversis Banco and Allfunds Bank.

Old Mutual Wealth
Old Mutual Wealth has named John-Paul Crutchley head of investor relations.

The appointment comes as Old Mutual Wealth prepares for its proposed demerger and listing on the London and Johannesburg stock exchanges as part of parent group Old Mutual’s separation process. 

“As part of this preparation, having an effective investor relations function in place… is a critical requirement,” Old Mutual Wealth said in a statement. 

Harrogate Wealth Management
Financial advisor Ralph Zoing has joined forces with Lee Hurst, founder of UK-based Harrogate Wealth Management, to bolster the boutique firm as director, it said in a statement.

With more than 30 years’ experience in the financial services industry, Zoing spent the last 12 years at the helm of Harrogate IFA Marshall Zoing. He previously held roles with Brown Shipley Independent Financial Services and Ellis Bates Group.

In his new role, Ralph will focus on delivering a bespoke wealth planning service to Harrogate Wealth Management’s clients and developing links with fellow professionals.

Based in Windsor House, Harrogate Wealth Management devises comprehensive services incorporating retirement planning, tax planning, personal inheritance and investment and pensions advice. 

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