People Moves

Who's Moving Where In Wealth Management? - Unigestion, Charles Stanley, Delio, Jupiter Asset Management, Others

Editorial Staff 28 September 2017

Who's Moving Where In Wealth Management? - Unigestion, Charles Stanley, Delio, Jupiter Asset Management, Others

The latest moves in wealth management across the world.

Unigestion, the boutique asset manager, has appointed of Paul Osborne as director of UK institutional clients and Claire Harding as co-head of consultant relations, the firm said in a statement.

Previously head of UK business development at PineBridge Investments, Osborne has joined Unigestion to head up the firm’s UK institutional sales. He has been in the industry for over 22 years in both direct investment and sales roles. He will lead the firm’s efforts in the institutional market, with a particular focus on UK corporate pension schemes and insurers. He will report directly to Tom Leavitt, managing director and head of institutional sales globally.

Harding has joined the firm from Lombard Odier, where she was head of global consultant relations, and is now working alongside fellow co-head of consultant relations, Ken Harvie. She is responsible for building on the company’s existing relationships, developing broader relationships globally and working to ensure Unigestion continues to achieve its sales’ strategy.

Charles Stanley
Wealth management firm Charles Stanley has appointed Marcia Campbell as an independent non-executive director of the board, the firm said in a statement.

Campbell was previously group operations director and chief executive Asia-Pacific at Standard Life.

She sits on Boards at Sainsburys Bank, Woodford Investment Management, Murray International Trust, a subsidiary board of Canada Life and CNP Assurances. Marcia is also a member of Aviva’s independent governance committee.

UK fintech firm Delio, the white-label platform for private assets, has appointed Ed Cotton as senior client director to focus on growth in West and Southern Europe, the firm said in a statement.

Cotton, a former private banker at Edmond de Rothschild, will join the team’s office in London and will work across Delio’s client network in the UK and Europe as the company continues to expand across continents.

Delio creates private asset platforms for financial services institutions, enabling them to appeal to the next generation of high and ultra-high net worth investors. The bespoke platforms allow their clients, potential clients and advisors to share, search and access private client opportunities directly using a common platform.

Jupiter Asset Management
Jupiter Asset Management has appointed Jill Barber as global head of institutional, effective 16 October, the firm said in a statement.

Barber will report into Jupiter’s global head of distribution, Nick Ring.

She joins Jupiter from Franklin Templeton where she was head of institutional UK and Ireland for the past four years. Prior to this, she worked in institutional roles at Hermes Investment Management, Fidelity International and Capital International, and has 19 years’ experience working in asset management.

Aquila Capital
Alternative investment firm Aquila Capital has appointed Fabian Dori as quantitative strategist and portfolio manager within its systematic trading group, the firm said in a statement.

Dori joins Aquila Capital from Notenstein La Roche Privatbank, where he was chief investment officer. He was a member of the management board and head of portfolio management at 1741 Asset Management.

Hampden & Co
Independent private bank Hampden & Co, which has offices based in Edinburgh and London, has appoined Paul Jardine as non-executive director of its board, WealthBriefing understands.

Jardine has replaced Benji Mueli, who stepped down from the board to retire. He will support the board to help grow the private bank.

The new non-executive director is the chief experience officer at global insurance firm XL Catlin.

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