People Moves

Who's Moving Where In Wealth Management? - Liontrust, Sanlam

Editorial Staff 22 January 2020

Who's Moving Where In Wealth Management? - Liontrust, Sanlam

The latest senior moves in wealth management from across Europe and the UK.

Liontrust
Liontrust Asset Management, the UK investment house, has appointed Alex Wedge as a trainee fund manager within the firm’s Liontrust Economic Advantage team.

Wedge is joining Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge in mid-March from N+1 Singer, one of the largest dedicated small-cap brokers in London. Wedge spent over seven years at N+1, Singer, latterly as a senior member of the equity sales team.

The team, which runs the Liontrust Special Situations, UK Growth, UK Smaller Companies and UK Micro Cap funds using the Economic Advantage Process, had £7.7 billion ($10.1 billion) assets under management as at 31 December 2019.

Sanlam
Sanlam UK, part of South Africa-listed Sanlam, the financial services group, has appointed Paul Clifford as a wealth manager in its Cumbria office.
 
Based in Sanlam’s Kirkby Lonsdale offices, Clifford brings more than 18 years of experience as a chartered wealth manager to his role

Before joining Sanlam, Clifford was the managing director of Integritas Wealth Partners, a company he founded in 2016. Prior to that, he was an investment director at Royal Bank of Canada in its wealth business.

Clifford is also a former president of the CISI Jersey committee where he focused on promoting wealth management as a career to local schools and colleges, and mentored students seeking a career in the investment world. He graduated with a BA (Hons) in business administration at Nottingham Trent University, and is a chartered wealth manager and Fellow of the Chartered Institute for Securities and Investment (CISI). Clifford holds the CISI Diploma and the CFA Investment Management Certificate.

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