People Moves
Who's Moving Where In Wealth Management? - NWH Global, Ascot Lloyd
The latest moves in wealth management across the UK, Europe, Middle East and Africa.
NWH Global
The trust and corporate services firm NWH Global has
appointed Helen Bougourd, head of client services, and Adam
Pickering, compliance manager, to its Guernsey
board.
Bougourd has worked for a number of fiduciary businesses in
Guernsey over the past 20 years. She rose to the position of
client services director before being appointed to her current
role at NWH Global, formerly Newhaven Trust, in 2016.
Pickering joined NWH Global in 2015, where he designed,
implemented and now oversees compliance policy, procedures and
controls.
Ascot Lloyd
UK-based Ascot
Lloyd, an independently-owned IFA firm, has
appointed Graham Bentley as independent chairman of its
investment committee. He will replace Stewart Cowley in the
role.
Bentley will include responsibility for chairing quarterly
investment meetings, which review all areas of Ascot
Lloyd’s centralised investment proposition (CIP).
He has held a number of senior roles during his 40-year career,
including long term positions at Henderson, M&G, and Old
Mutual.
The current investment committee comprises of Peter Dalgliesh,
Parmenion managing director; Simon Brett, PIM director and
chief investment officer; Harry Garrett, PIM investment manager;
Tony Yousefian, Albemarle Street Partners investment manager; and
Steve Lloyd, Ascot Lloyd investment director.
