People Moves
Who’s Moving Where In Wealth Management? – Rathbones, Maples and Calder, Others
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.
Rathbones
Rathbones has added
three senior hires to its Cambridge office.
Pam Beith, who more than 35 years of experience working in the wealth management industry, joined Rathbones last month as an investment director in the Cambridge office, the firm said in a statement. Her remit includes helping to build on existing and new relationships with financial advisors and other professionals in the area.
Isobel Gingell has also joined as an investment director in the Cambridge office. Prior to joining she was an investment director for 11 years firstly based in the Channel Islands and then in East Anglia.
Finally, Sam Garrad has come on board as an assistant investment manager also in the Cambridge office. He started his career in financial planning motivated by an interest in investment management.
Rathbones, which provides investment management services for
individuals, charities and professional advisors, manages £108.9
billion ($143 billion) of assets. It has 23 UK locations and is
also present in the Channel Islands.
Maples and Calder
Maples and
Calder, the Maples Group's law firm, has appointed senior
lawyer Nick Holland. He will join as the head of the law firm's
trusts and private client team in London, before moving to the
Cayman Islands later in the year.
Holland, who has a practice with clients in Asia, the Middle
East, Europe and the Americas, has extensive experience of
advising institutional trustees, private clients and other market
advisers on complex, multi-jurisdictional matters.
Canaccord Genuity WM
UK independent wealth manager
Canaccord Genuity Wealth Management in the UK and Crown
Dependencies (Canaccord) has appointed investment manager,
Peter Douglas, based in its Newcastle office.
Douglas (pictured), an accomplished chartered wealth manager, previously worked at Brewin Dolphin for 11 years. During his time in financial services, he has built a reputation for delivering tailored financial strategies that align with the unique goals of his clients, ensuring their long-term financial security, the firm said in a statement.
Before his career in wealth management, Douglas served as a captain in the Royal Scots Dragoon Guards, part of the British Army, from January 2004 to December 2011. During his service, he gained extensive experience in national security, leadership, and management across various "challenging and culturally complex" environments.
“Peter’s deep experience and passion for best-in-class client service makes him a valuable addition to our Newcastle team,” Duncan Stratford, UK managing director, Canaccord, said. “Peter is well-known and respected in the industry, and his appointment is a further demonstration of our commitment to providing excellent service to our clients in the localities in which they live and work.”
Tabula Investment Management
Tabula
Investment Management (Tabula), a European ETF provider and
wholly-owned subsidiary of Janus Henderson Investors, has
appointed Rhys Petheram as its new chief investment officer.
Petheram is succeeding Jason Smith, who played a key role in
expanding Tabula’s ETF product offering over the past five years
and helped facilitate its acquisition by Janus Henderson.
Additionally, Adam Glen-Bott has also joined Tabula’s investment team, bringing expertise in quantitative portfolio management and ETF indexing, with a focus on equities.
Petheram has over 20 years of experience in fixed income and
multi-asset investment. Most recently, he was head of
environmental investment solutions at Jupiter Asset Management,
where he spent 17 years managing a range of multi-asset and fixed
income portfolios. He began his career as a credit analyst at
Moody’s and Towers Perrin in Australia.
RiverPeak Wealth
UK-based RiverPeak Wealth
has appointed chartered financial planner Edward Nice to the
newly-created position of financial planning director with
immediate effect.
Previously, Nice worked at Evelyn Partners where he advised high
net worth clients; before this, he worked in similar roles for
HFS Milbourne and Saunderson House.
RiverPeaks was formed in December 2013 by former Citi Private
Bank managing director Nicholas Parker and vice president James
Powell.