People Moves

Who's Moving Where In Wealth Management? - Sanlam, Raymond James, Others

Editorial Staff 11 March 2020

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.

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