People Moves

Who’s Moving Where In Wealth Management? – Robeco, Appleby

Editorial Staff 3 April 2023

Who’s Moving Where In Wealth Management? – Robeco, Appleby

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Robeco has appointed Ralf Oberbannscheidt as global head of Thematic Investing, effective 1 May 2023.

Based in Zurich, Oberbannscheidt (pictured) will be responsible for overseeing the teams and furthering the development of the active thematic investing offering. He will report to Mark van der Kroft, CIO Fundamental and Quant Equity. Pending regulatory approval, Oberbannscheidt will also join the executive committee of Robeco, the firm said in a statement late last week.

Oberbannscheidt was formerly a founding partner and portfolio manager at Global Thematic Partners, New York, where he was responsible for analyst and portfolio management. From 1999 to 2010, he was senior portfolio manager at Deutsche Asset Management, based in Frankfurt and later for DB Advisors in New York.

Introducing Oberbannscheidt, van der Kroft said: “We’re pleased to welcome Ralf to our organisation. He brings a wealth of relevant managerial and portfolio management knowledge that will be of great benefit to Robeco and our clients in the thematic investing offering. I’m confident that he will be a good fit with our teams and that he is well equipped to lead our efforts to continue delivering strong investment performance and further developing our offering.”

Oberbannscheidt added: “Thematic Investing is a great way for investors to take advantage of the structural socioeconomic changes or invest in the solution providers for sustainability challenges we all need to solve. I’m thrilled to join, head, and further develop a team that has such an outstanding track record and reputation.”

Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, and 16 offices worldwide. As at 30 June 2022, Robeco had €178 billion ($193.5) in assets under management, of which €E171 billion is committed to ESG integration. Robeco is a subsidiary of ORIX Corporation Europe N.V.

Offshore law firm Appleby has announced 12 senior promotions across its Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Isle of Man, Jersey and Mauritius offices.

The promotions, effective from 1 April 2023, include members from across the group’s Corporate, Dispute Resolution and Private Client & Trusts teams.

Partner promotions:

-- Dean Bennett (Corporate, Cayman Islands); 

-- Claire Corkish (Dispute Resolution, Isle of Man); 

-- Andrew Jackson (Dispute Resolution, Cayman Islands); and

-- Farzanah Nawool (Corporate; and Dispute Resolution, Mauritius).

Counsel promotions:

-- Susan Fallan (Dispute Resolution, Cayman Islands); 

-- Stuart Fee (Corporate, British Virgin Islands); 

-- Paula Fry (Private Client & Trusts; and Corporate, Guernsey); 

-- Khiyara Krige (Dispute Resolution, Bermuda); 

-- David Lewis-Hall (Dispute Resolution, Cayman Islands);

-- Ashley Oogorah (Corporate, Mauritius);

-- Caljonah Smith (Private Client & Trusts, Bermuda); and 

-- Paul Worsnop (Corporate, Jersey).

Appleby roup managing partner Malcolm Moller said: “Developing and rewarding talent is a key part of Appleby’s global strategy and I am pleased to congratulate each of these individuals on their well-deserved promotions. They are all highly regarded within their respective departments and have each made significant contributions to the firm and our clients. I am equally pleased that these promotions recognise the diverse talent that we have across so many of our offices, which further underlines the strength and range of our offshore offering globally.”

Where relevant, the above promotions are subject to local immigration and work permit approvals.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes