People Moves

Who's Moving Where In Wealth Management? - SEI, Equilibrium IM, Others

Editorial Staff 4 May 2018

Who's Moving Where In Wealth Management? - SEI, Equilibrium IM, Others

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

SEI has appointed Helen Oxley as solutions director in its UK private banking team.

Oxley will be responsible for the solutions team, overseeing initiatives to help lead development and delivery of services through the SEI Wealth Platform. She will report to proposition director, Kevin Russell. 

With more than 20 years of wealth management experience, most recently as head of business development and strategy at Winterflood Business Services. She has also held a number of senior roles at companies that include Sanlam UK and BNP Paribas.

Signal Capital Partners
Signal Capital Partners, the London-based private asset management firm, has appointed Sarbjit Nahal as its chief strategist.

He joins Signal from Bank of America (BofA) Merrill Lynch, where he headed the thematic investing strategy team within its global research department, based in London and New York.  

Prior to joining BofA Merrill Lynch in 2010, he was head of thematic investing at Société Générale and Crédit-Mutuel-CIC.

UK-based PM+M, the chartered accountancy, business advisory and wealth management firm, has announced that Tony Brierley and Richard Ainscough will retire.

Brierley joined the business in 2001 as a partner in the wealth management team. Antony Keen will be leading the team following Brierley’s retirement.

Ainscough started his career in London before joining PM+M in 1978. He spent the majority of his time as a audit partner.

Equilibrium Investment Management 
UK-based Equilibrium Investment Management has appointed James Carr as an investment analyst.  

Carr will work closely alongside the investment team, assisting with duties such as asset class research, fund selection and investment management.  

He has joined from Investec Wealth & Investment Management, where he worked out of its Leeds office.  

Janus Henderson Investors
Global financial services firm Janus Henderson Investors has announced that its fund managers Ian Barrass and Colin Hughes will retire from their rules.

Barrass, co-fund manager of Henderson Alternative Strategies Trust, has decided to retire from Janus Henderson Investors at the end of June 2018 due to a very long-standing health issue.

James de Bunsen, who has been the company’s co-fund manager since May 2014, will continue in his role. Peter Webster, who has worked directly with both Barrass and de Bunsen for over four years, will become co-manager.

Hughes, co-fund manager for Henderson Opportunities Trust, confirmed he will be retiring from Janus Henderson Investors on 30 June.

James Henderson will continue as the lead fund manager for the company assisted by Laura Foll and Charlotte Greville. Foll will become the co-fund manager when she returns from maternity leave in September.

First Names Group
Financial services firm First Names Group has appointed Sean Breslin in Geneva, Carola Zoni in Guernsey and Mike Pownall in Jersey to its private client operation.

Breslin has worked in the fiduciary sector in Switzerland for 15 years and has experience managing teams administering trust structures for the UK, non-resident Indian, Middle Eastern, Latin American and South African markets. Before joining First Names Group, he was head of private wealth Switzerland for a large independent trust company based in Geneva. 

As client services director for its Swiss operation, Breslin’s new role will focus on building and maintaining relationships with clients and intermediaries.

Zoni has 18 years’ experience administering corporate and private wealth structures for clients around the world. Prior to joining the firm, she was at a global trust and corporate services provider.

Her new role as client services director for First Names Group will see her lead a team of administrators in the servicing of a private client portfolio.

With over 30 years in the industry, Pownall began his career in client account management for a British bank before moving into fiduciary services and gaining experience in both bank-owned and independent trust companies. Before First Names Group, he was director of a private trust company in Jersey. 

As client services director, Pownall will lead a team in looking after a portfolio of international high net worth and ultra-high net worth clients.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes