People Moves

Who’s Moving Where In Wealth Management? – Liontrust, Lazard AM, Russell-Cooke

Editorial Staff 14 May 2024

Who’s Moving Where In Wealth Management? – Liontrust, Lazard AM, Russell-Cooke

The latest senior moves in the UK, Europe, Middle East and select international jurisdictions.

Liontrust, a specialist asset management company, has appointed Natalie Bell as a manager of the Liontrust UK Smaller Companies and Liontrust UK Micro Cap funds.

Bell joined Liontrust in 2021 as part of the responsible capitalism team, where she led engagement with investee companies across the full suite of Liontrust funds, the firm said in a statement. She was appointed to join the economic advantage team in August 2022 and has since supported the day-to-day management of the funds, building her knowledge of the holdings and contributing to decisions on new additions, exits and trading. Prior to joining Liontrust, she spent a number of years working in corporate governance and policy at EY and the Confederation of British Industry, the firm continued.

Bell will continue to work on the other economic advantage funds with the existing managers and Alexander Game, CFA, a new hire for the economic advantage team who is starting with immediate effect.

Liontrust is a specialist asset manager established in 1995, listed on the London Stock Exchange in 1999. Headquartered in the Strand, London, with additional offices in Edinburgh and Luxemburg, Liontrust has about £27.6 billion ($35 billion) in assets under management and administration.

Lazard Asset Management
Lazard Asset Management is strengthening its global thematic platform with the addition of Sarbjit Nahal as a portfolio manager/analyst. Nahal's appointment will bolster Lazard’s global thematic equity strategies, which seek to benefit from structural change in industries and companies around the world.   

Based in London, Nahal will work with Steve Wreford and co-portfolio managers John King and Nicholas Bratt to identify and capture the key themes shaping the investment landscape. Prior to joining Lazard, Nahal was a partner and head of thematic investing at Signal Capital Partners, where he was responsible for integrating long-term themes into the firm’s investment decision-making. Previously, he was managing director and global head of thematic investing strategy at Bank of America Merrill Lynch where he was recognised globally for his thematic research. Nahal has also served in investment roles at Société Générale and Credit-Mutuel-CIC.  

Lazard Asset Management, a subsidiary of Lazard, offers a range of equity, fixed income, and alternative investment products worldwide, managing about $240.8 billion of client assets.

London-based law firm Russell-Cooke has appointed Rachel Donald as a partner in the family and children team.

Donald specialises in all aspects of family law, focusing on high value financial disputes arising from relationship breakdowns. She is an expert in prenuptial and cohabitation agreements, with experience of assisting international families as part of their wealth protection, the firm said in a statement.

Donald is also experienced in representing clients where there are allegations of domestic abuse, especially where the allegations impact their financial or parenting arrangements. She represents parents in complex disputes to resolve arrangements for children, including issues relating to their education or permission to relocate from their jurisdiction, the firm continued.

Donald, who has practised at several international law firms, has over 15 years’ experience in family law. Her appointment follows the arrival of partner Katie Longmate to the family and children team in January 2024, bringing the number of partners in the team to 10.

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