People Moves
Who's Moving Where In Wealth Management? - Old Mutual Wealth, CIBC FirstCaribbean, Others
The latest moves in wealth management across the UK, Europe, Middle East and Africa.
Old Mutual Wealth
Old Mutual
Wealth, which will be renamed Quilter, has appointed
John Corbyn in its pensions operation specialist and
Ash Kapasi in its offshore segment.
Corbyn joins Old Mutual Wealth after holding previous roles at
Standard Life and Winterthur, which later became part of AXA
Wealth, where he was head of specialist products sales.
Kapasi has more than 20 years’ experience in the tax and trust
industry. Prior to his appointment at Old Mutual Wealth,
Kapasi held business development roles with Brooks Macdonald
and Canada Life in the Midlands.
CIBC Caribbean
CIBC
FirstCaribbean has appointed Fernando Cugliari as
private wealth investment advisor, according to local media
reports.
He will work with clients to provide international investment
advice within CIBC FirstCaribbean in the Cayman Islands, the
Caribbean and Latin America.
Cugliari has previously worked as an international investment
advisor with Scotia Private Group in Toronto, Canada, and most
recently with RBC Dominion Securities in the Cayman Islands.
St James's Place
St
James’s Place’s chairwoman Sarah Bates is set to retire, and
will be replaced by senior independent director Iain Cornish, the
UK-based wealth manager said yesterday.
The group’s independent non-executive director Roger Yates will
step into Cornish’s role.
“We are also in the advanced stages of a process to appoint a new
independent non-executive director to the board,” the company
said.
Rathbone Brothers
UK wealth manager Rathbone Brothers
has appointed Tim Shaw as investment director,
WealthBriefing understands.
Shaw joins the firm from HSBC Global Asset Management, where he
was regional head for London.
Shaw began his 16 year career in financial services in 2002 as an
investment advisor at Charles Stanley. He then moved to Killik &
Co in 2006 as a private client broker, before joining HSBC GAM in
2011.
Rathbones declined to comment on the hire.
BlueBay Asset Management
Global specialist fixed income manager BlueBay Asset
Management has appointed Stephen Thariyan as co-head of
developed markets, a newly-created role.
Based in London and reporting to Raphael Robelin, chief
investment officer, Thariyan will work alongside Mark Dowding,
co-head of developed markets.
He has over 25 years’ experience in the sector. He was most
recently at Henderson Global Investors.
KPMG
Business advisory firm KPMG has appointed Krista Woodman
as London head of trusts in its private client practice.
Woodman will focus on expanding the operation in advising
family-led businesses with complex ownership structures. In the
role, she will advise on a range of issues from compliance
matters to business disposals and successions.
Prior to joining KPMG, she spent four years as a partner at Smith
& Williamson, advising high net worth individuals with a focus on
international tax.
The firm’s private client practice, based in London’s Canary
Wharf, now comprises 55 tax specialists, including three partners
and five directors.
Boodle Hatfield
Law firm Boodle
Hatfield has named Kyra Motley as a partner of its
private client and tax team. She previously worked at Taylor
Wessing.
She is experienced in multi-jurisdictional wealth planning,
international tax and trusts, succession planning and family
governance for high and ultra-high net worth individuals and
their families.
Motley has a particularly focus in advising individuals and
families from the Middle East.