People Moves
Who's Moving Where In Wealth Management? - Old Mutual Wealth, Killik & Co, Others
The latest moves in wealth management across the UK, Europe, Middle East and Africa.
Old Mutual Wealth
Old Mutual
Wealth has announced that Richard Freeman will
retire from the business at the end of June 2018, to focus on his
personal interests.
Freeman was a founding director of Intrinsic in 2005. As
chief executive, he led the acquisition by Old Mutual Wealth in
July 2014.
More recently, as executive advisor, he has supported Old Mutual
Wealth’s preparations for its forthcoming managed separation from
Old Mutual and proposed listing on the London and
Johannesburg Stock Exchanges.
He will remain a director and board member of TISA. He was also
recently a member of the FCA’s financial advice market review
working group.
The firm did not state whether Freeman will be
replaced.
Chartered Institute for Securities and
Investment
The
Chartered Institute for Securities and Investment (Northern
Ireland) has appointed John Cubitt as president.
Cubitt is a wealth manager with Cunningham Coates, part of the
Smith & Williamson Group. He has over 18 years of wealth
management experience, managing investment portfolios for private
clients, trusts, companies and charities on a discretionary and
non-discretionary basis.
He replaces Chris Taggart, chartered FCSI of Quilter Cheviot as
president of the region as part of its succession
planning.
Killik & Co
UK financial planning firm Killik & Co has
announced that Harry Stothert has left the firm to pursue other
interests, WealthBriefing understands.
Stothert was an investment manager at the firm. He joined in
April 2014 from Global Investment Strategy UK.
A spokesperson for Killik & Co confirmed that the "role has
been filled by an internal move”.
