The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

Charles Stanley
UK-based Charles Stanley, an investment manager, has appointed Paul Measures as the new head of intermediary sales and strategic partnerships (North), with immediate effect.

Measures will manage the day-to-day operations of the business development team in the North of the UK and oversee management of existing and development of new strategic partnerships, including key national and network relationships. He will also work with Tom Hawkins, who holds the same position for the South. They will focus on creating partnerships with independent financial advisors and advisor networks across the UK to increase business.

The pair will be responsible for promoting Charles Stanley’s core strategies and “unique client proposition” when working alongside intermediaries. This includes employing the strength of Charles Stanley’s research and investment management capabilities to deliver multi-asset funds, model portfolio solutions (MPS), bespoke investment solutions and the unique proposition Tailored Discretionary Management, which allows advisors to use all the benefits of outsourcing through an MPS whilst also reflecting their client’s own investment views and individual needs.

For the past 10 years Measures had been head of intermediary sales Legal & General Asset Management. Prior to that, he was distribution director and IFA sales director for key accounts at Legal & General. He has more than three decades of experience in various sales and strategic roles.

"His extensive experience and deep understanding of the industry will be instrumental in driving our growth and strengthening our relationships with key partners,” Osborne said.

Hoxton Wealth
International advisory firm Hoxton Wealth has appointed Isabella Bara as product marketing manager for its Hoxton Wealth app.

Bara (pictured) has more than 15 years’ experience of building brands, leading large-scale campaigns, and increasing business growth through responding to and meeting customer demands. Before joining Hoxton, she spent five years at Nubank, Latin America’s largest digital bank, where she was part of the fintech’s “hyper-growth” journey, leading key strategic projects including the marketing strategy for the bank’s real-time payment method.

Bara’s role will be to ensure the development of products that have a compelling value proposition for customers. In that respect, she is dedicated to bridging business strategy with customer insights to create impactful, market-leading solutions, the firm said in a statement.

The Hoxton Wealth app offers free, real-time access to users' net worth, whether they are Hoxton clients or not. The app takes advantage of open banking protocols so that users can have access to all their assets in one place. They can be aggregated and collated, including bank accounts, brokerage, crypto exchanges, pension and cash accounts from more than 20,000 data sources globally. Users can add the value of static property assets as well as having a live tracker for stocks, shares and crypto assets. They can also bring in data on financial liabilities including credit cards and mortgages, creating a genuine one-stop shop for individuals to see all they have in one place.

“At Hoxton Wealth we are committed to using technology to enable and empower people who previously may not have had access to wealth management,” Chris Ball, founder and CEO at Hoxton Wealth, said. “It allows us to automate processes and deliver results to clients faster and in a more digestible way. Getting the tech into the hands of existing and potential clients is critical to its success, and this is why we are excited to have Isabella on board to help us drive forward.”

Hoxton Wealth has been expanding recently – see a recent report here.

Plurimi
Plurimi, an independent wealth manager, has appointed Marcus Honig as head of wholesale distribution to drive fund growth. His hire coincides with the launch of the Plurimi World Equity (PWE) and the Plurimi World Long Short Equity (PWLSE) Funds – UCITS strategies which integrate artificial intelligence with discretionary management.

In his new role, he will be responsible for broadening access to Plurimi’s funds across UK intermediaries, securing distribution on key investment platforms, and expanding the reach of Plurimi’s Discretionary Portfolio Management (DPM) offering.

Honig, who has more than 20 years of experience in fund distribution, previously served as head of wholesale sales at River Global Investors.

"Marcus’s extensive experience and strong industry relationships will be instrumental in accelerating our fund distribution efforts. His expertise will support Plurimi’s growth as we continue to provide institutional-quality investment solutions to a wider audience," Patrick Armstrong, CIO of Plurimi Group, said.

"The launch of our new funds and the hiring of Marcus demonstrates our commitment to expanding our discretionary offering. These strategies have been managed for years in segregated and AMC formats and delivered very strong performance. With Marcus’s help we expect strong growth in the new UCITS funds,” Fahad Khan, Group CEO at Plurimi, added.

Based in central London, with offices in Dubai and Monaco, Plurimi Wealth LLP was formed by ex-Credit Suisse personnel more than a decade ago. It oversees $9 billion in assets under management and advice for ultra-high net worth individuals, family offices, and institutions.