People Moves
Who's Moving Where In Wealth Management? - Finastra, Hawksmoor, Others

The latest senior wealth management executive moves across Europe.
Finastra
Finastra, the firm
creating a tech platform for financial businesses, has appointed
Neil Blagden as chief customer officer.
Blagden joins from Vodafone UK, where he was director of customer
services, operations and digital. Prior to that, he worked at
Direct Line Group as director of customer experience and conduct,
progressing from his previous role as director of business
services. In the early part of his career he also had
front-office consulting roles at Accenture, EY and PwC working
with clients from multiple sectors.
Part of the Finastra executive leadership team, Blagden is based
in the company’s London office.
Hawksmoor
Hawksmoor
Investment Management said yesterday that its chairman, James
Brent, will leave at the end of June. The firm did not state his
future plans.
“I have thoroughly enjoyed working with James and I am extremely
grateful to him for everything he has done for Hawksmoor during
his time with us. We wish him all the very best for the future,”
Sarah Soar, chief executive, said.
The firm, which operates in England, provides specialist
investment and fund management.
Anthony Deacon, a non-executive director, will act as Interim
chairman until a replacement is found.
BMO Private Equity Trust
BMO
Private Equity Trust has appointed Audrey Baxter and Tom
Burnet as directors on its board, taking effect from
yesterday.
Baxter has a long career in business and public life. He is
chairman and chief executive of W A Baxter & Sons (Holdings) and
has served previously on the boards of a number of public and
private companies, charities and voluntary organisations.
Burnet has had a number of senior roles in industry. He is chair
of ITG, a provider of outsourced marketing technology and
services to many of the UK’s and Europe’s leading retailers and
household names. He is also chair of Kainos Group, the FTSE 250,
Belfast-based, software company and the Baillie Gifford US Growth
Trust.
Tilney
Tilney, the firm that
is merging with fellow UK wealth management house Smith &
Williamson, has appointed Mark Stone who is joining the team in
the Bristol area as a financial planner.
Stone is an experienced financial planner who has spent over two
decades in the advice profession. He joins Tilney from
Whitechurch Securities where he spent 19 years, most recently as
financial planning director. Prior to this he was an independent
financial advisor at PensionsAdvice.
As reported earlier this week, US equity house Warburg Pincus has
jumped into the merger of UK-based wealth management firms Tilney
and Smith & Williamson, investing into the new entity and
significantly cutting its debt burden. Under the agreement, the
combined organisation will be known as Tilney Smith & Williamson.
Funds advised by Warburg Pincus will co-invest in the combined
business alongside funds advised by Permira.