People Moves

Who’s Moving Where in Wealth Management – Nomura Asset Management, JTC

Editorial Staff 24 February 2023

Who’s Moving Where in Wealth Management – Nomura Asset Management, JTC

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

Global institutional and private client service provider JTC has made a raft of senior appointments as part of its bi-annual group-wide promotions. More than 200 employees were recognised for their achievements and commitment to professional development across the group’s jurisdictional network.

In particular, Emma Menzies (pictured) was promoted to group director, tax compliance and regulatory reporting in Jersey. The following were all appointed to senior director level: Bennie Burger (risk and compliance – Jersey), Claire Stride (business development and marketing – Jersey), Rebecca Stannard (business development and marketing – Jersey), Richard Mukungatu (corporate services – Jersey) Rachel Pettitt (employer solutions – Guernsey), Hanneke Olijslagers (corporate services – Amsterdam), Jill Jones (legal – San Jose), John Docherty (corporate services – Amsterdam), and Sheilagh Hall (human resources – Cape Town).

Promotions were made across 22 of JTC’s offices, including more than 50 in Jersey and 40 in Cape Town. Additionally, approximately 30 people were promoted in the US. In the jurisdictions of Guernsey, Ireland and Luxembourg, the number of employees who have been promoted reached double figures.

The appointments, which span teams across JTC’s Institutional and Private Client divisions, tax and treasury service lines and key operational functions including Human Resources, Marketing and Business Development, Legal, Risk and Compliance and Finance, are awarded in light of excellent individual performance, commitment to structured professional development, and an overall contribution to JTC’s growth.

Nomura Asset Management
Nomura Asset Management, a global investment manager, has announced the appointment of Kevin McFarlane as regional sales director covering the North of England, Scotland and Northern Ireland.

McFarlane has over 30 years’ experience in the finance industry. Previously, he was regional sales investment manager for SVM Asset Management. Before SVM, he served in senior sales roles at leading asset managers such as Premier Miton, Schroders, and Standard Life.

In this newly-created role, McFarlane will be responsible for helping to increase the growth of NAM’s wholesale business and promoting NAM’s products and its strategic partner, American Century Investments, a privately held investment management firm. He will report to Jon Nash, head of UK and Ireland Wholesale Distribution.

Commenting on the appointment, Nash said: “I am delighted to welcome Kevin to NAM UK. He has an impressive track record and extensive experience in leading sales teams, focusing on both national and regional discretionary managers and independent financial advisors, in these regions. The UK has always been a key market for us. Kevin’s appointment reinforces its importance and NAM’s commitment to providing our clients and prospective clients with exceptional service and support.”

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