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

atomos
atomos, an advice-led wealth manager, has announced appointments for its Fareham office. Sean Sims and Bruce Davison, are joining as wealth planning director and senior wealth planner respectively, and will report to Mike Mason, head of the Fareham office.

Sims was previously at Sims Financial Planning, a Southampton-based business which he founded over 25 years ago. Before that he worked for Sedgwick Noble Lowndes as a financial advisor. Sims specialises in pre and post retirement advice.

Davison is joining from NFU Mutual where he worked locally as a financial advisor for over 23 years. His expertise is in developing lasting relationships, looking after the needs and aspirations of both personal and business clients and their families. His particular specialist knowledge is in the areas of retirement planning related to self invested pensions and inheritance tax planning.

Mike Mason, head of atomos’ Fareham office, said: "We are very pleased to welcome Sean and Bruce to our Fareham office, where we are seeing significant growth. Both have extensive experience advising clients across the spectrum of financial planning and will make a real impact with people in need of high-quality advice in our area.”

Clarity AI
Clarity AI, a global sustainability tech platform, has named Lorenzo Saa (pictured) as chief sustainability officer and member of its executive team.

Saa’s remit will include: managing strategic initiatives; boosting the firm’s leadership in the sustainable investing space, keeping up with market developments; helping to build Clarity AI’s solutions for sustainability, including impact, ESG, climate and regulatory reporting. London-based Saa will support Rebeca Minguela, CEO and founder of Clarity AI, in her public and stakeholder engagements and in her capacity as board member of the PRI.

Saa said: “I am excited to join a firm that is already reshaping the way investors approach their sustainability agenda ... I am looking forward to working with all our stakeholders to accelerate the winning streak for sustainable investing by continuing to bring transparency and commitment at every level.”

IIMI
The Independent Investment Management Initiative, a boutique asset management think tank whose membership accounts for approximately £500 billion in client assets, has appointed Sebastian Stewart as chairman.

Stewart, who has been on the board of the IIMI since 2017, became deputy chairman in 2019. He is also a partner and head of client services at Somerset Capital Management LLP. Stewart graduated from the University of Edinburgh with a first-class degree in mathematics and business studies. He is a CFA charterholder and holds an executive MBA from Bayes Business School.

The IIMI, which provides an independent, expert voice in the debate over the future of the asset management industry, has also appointed seven new board members whose remit is to redefine its core aims: increase engagement with regulators in order to support boutiques and promote competition; facilitate commercial opportunities; and instill best practice across the membership.

Under Stewart’s chairmanship, the new board will comprise: Rose Beale, responsible investment lead at Findlay Park; Daniel Pinto, CEO of Stanhope Capital; Charles Scott Plummer, head of Institutional Solutions at Waverton Investment Management; Charlotte Yonge, fund manager at Troy Asset Management; Dan Brocklebank, head of UK at Orbis Investments; Edward Guinness, CEO of Guinness Global Investors; Nicole Harrington, COO of Evenlode Investment Management; Philip Reed, general counsel at Independent Franchise Partners; Helme Harrison, head of distribution at Tellworth Investments; Sondre Myge, head of ESG at SKAGEN Funds; andToby Illingworth, executive director of the IIMI.