People Moves
Who's Moving Where In Wealth Management? - Sanlam, Raymond James, Others
The latest executive and senior moves in the wealth management industry for Europe, the Middle East and Africa.
Sanlam UK
Sanlam UK, part of
South Africa-listed Sanlam, has appointed Stephen Wood as a
chartered wealth manager and promoted Eleanor Ingilby to head of
its Harrogate office, Yorkshire.
Wood brings over 16 years of experience to the role. He will work
with David Battersby, portfolio manager, Sukhbir Lall, assistant
portfolio manager, and Eleanor Ingilby, head of Sanlam’s
Harrogate office. He began his career in accountancy for
multinational corporates including Exxonmobil and AstraZeneca. He
has managed portfolios for high net worth individuals, families
and trusts at HSBC Private Bank and Brown Shipley across the
Yorkshire region.
The firm added that it intends to recruit more people for its
Harrogate office in the next few months.
Raymond James
Raymond James
has appointed a new branch principal for its Chichester office,
Sussex.
Greg Mahon will manage private clients, their family trusts and
pensions, as well as charities.
As former regional head for Rathbones’ Chichester branch, Mahon
will be serving clients from Chichester, Sussex and around the
UK. He has a total of more than 30 years in the financial sector.
He began his career at Smith New Court/Merrill Lynch in 1987,
moving onto Murray Johnstone in 1990 and Premier Asset Management
in 1999 before joining Rathbones as an investment director in
2002.
Sarasin & Partners
Sarasin
& Partners, the investment manager with £14.3 billion ($18.5
billion) of assets under management, has made a series of
appointments.
Alex Bibani has been appointed co-manager of the Sarasin
Responsible Global Equity fund and deputy manager for JSS
Sustainable Equity – Global Thematic. Bibani has been deputy
manager of the Responsible Global Equity fund since 2017 and
works closely with existing equity and stewardship analysts.
Giles Money has been appointed deputy fund manager on the Sarasin
Responsible Global Equity and Sarasin Thematic Global Equity
funds. Money has been the lead portfolio manager for the JSS
Sustainable Equity – Global Thematic strategy since 2016 and has
portfolio management responsibilities across the global thematic
fund range.
Jerry Thomas remains manager of the Sarasin Responsible Global
Equity fund and lead manager on the Sarasin Global Thematic
Equity fund.
Megan Brennan has been appointed deputy fund manager on the
Sarasin IE Multi Asset Target Return Fund. Guy Monson remains on
the fund as lead manager. Brennan joined Sarasin in 2017 as an
investment manager and has been responsible for the management of
a number of multi-asset private client portfolios.
Ogier
Ogier has appointed
contentious trusts expert Damian Evans as partner in its Jersey
dispute resolution team. Evans, who joined the firm in January
2019, has been involved in major trust litigation cases in Jersey
as well as being regularly engaged in applications concerning the
blessing of momentous trustee decisions, rectification, mistake,
ratification and the rule in Hastings-Bass.
Among specific cases, Evans has also been involved in Jersey
cases concerning Tax Information Exchange Agreements and the
application of Sovereign Immunity in the context of enforcement
of international arbitration awards.