People Moves
Who's Moving Where In Wealth Management? - UBS, Stonehage Fleming, Others
The latest moves in wealth management across Europe, Middle East and Africa.
Chubb
Insurance group Chubb
has appointed Jeremiah Konz as executive vice president,
reinsurance officer for Chubb Overseas General, the company's
international general insurance business in over 50 countries and
territories.
Konz is currently senior vice president of ceded reinsurance for
Chubb's North American operations. In his new role, which will be
effective from 1 January, he will have overall responsibility for
Chubb's ceded reinsurance programmes for all markets outside
North America. He will succeed Neil Bennett, who will retire at
the end of 2018. Over his 40 years in the insurance
industry, including 20 years at Chubb, Bennett has worked in a
variety of underwriting and claims roles, primarily in London and
Bermuda.
He will report to Timothy O'Donnell, vice president, Chubb Group
and division president, commercial property and casualty,
overseas general insurance, and to Michael Kessler, vice
president of Chubb Group and chief reinsurance officer.
Before joining Chubb in 2012, Konz worked as an executive for
reinsurance brokerage firm Aon Benfield providing analytic
expertise to large commercial property reinsurance
placements.
RWC Partners
RWC
Partners has appointed Nicola Takada Wood as portfolio
advisor for its Japanese stewardship strategy, managed with
long-term joint venture partner Tokyo-based Nissay Asset
Management (NAM).
Takada Wood has over 14 years of experience in Japanese corporate
markets and will join the team’s London-based senior portfolio
advisors. She was most recently at Mizuho Securities, where she
was an executive director, responsible for Japanese and Asian
equity sales to institutional investors.
Aviva Investors
Aviva
Investors, the global asset management business of Aviva, has
appointed Mark Robertson as head of multi-strategy
funds.
Based in London, Robertson will report to Peter Fitzgerald, chief
investment officer, of multi-asset and macro, and will be a named
manager of all three funds in the Aviva Investors Multi-Strategy
(AIMS) range.
Robertson has 18 years’ industry experience and joins Aviva
Investors from NN Investment Partners in the Netherlands, where
he worked for seven years.
Separately, Ian Pizer has decided to step down from day-to-day
portfolio management on AIMS Target Return and AIMS Target
Income, as well as his role as head of investment strategy. He
will now work part-time for Aviva Investors, focusing solely on
investment strategy.
Michael Grady, who joined Aviva Investors in 2015 as a senior
economist and strategist, has been appointed interim head of
investment strategy.
UBS
Swiss wealth manager UBS
appointed Magnus Blohmé to lead one of its Germany
international teams for its ultra-high net worth business, this
publication understands.
Blohme joins from Credit Suisse, where he was head of family
office as well as UHNW clients in Germany. He also previously
worked at Commerzbank and Dresdner Kleinwort.
Stonehage Fleming
Stonehage
Fleming, the independently owned family office, has appointed
Richard Bertin as business development officer.
He joins the group business development team, moving internally
from the wealth planning team.
Bertin will report into Hamish Sinclair, head of group business
development. His client relationships within the wealth planning
team have been transitioned to other team members.
WHIreland
UK wealth manager WHIreland has appointed
Susan Brooksbank as the group’s head of compliance and
risk.
Brooksbank joins the WHIreland senior management team from
Jupiter Asset Management, where she worked for almost 14 years
and most recently, was head of asset management compliance. Prior
to joining WHIreland, she held senior compliance positions at
well-known firms including; F&C Management Limited, Schroders
and Coutts & Co Private Bank.
In her new role, she will oversee the compliance teams within the
corporate and institutional broking and wealth management
divisions and, subject to FCA approval. She will take
responsibility for liaising with regulatory bodies, analysing the
regulatory landscape and working with the business to manage
risk.