People Moves

Who's Moving Where In Wealth Management? - Woodside, Saffery Champness, Others

Editorial Staff 2 September 2021

Who's Moving Where In Wealth Management? - Woodside, Saffery Champness, Others

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

Woodside Holdings 
Woodside Holdings Investment Management has appointed Charles Humpleby as managing director for client origination, this news service can exclusively report today. In this role, Humpleby works with the board of Woodside to attract ultra-high net worth individuals and wealth creators to its asset protection, management and administration services.  
Humpleby started his career in 1987 with the Trustee Savings Bank in Jersey, then with Lloyds TSB once they merged in the late 90s, working in Hong Kong and London. Joining Standard Chartered Bank in 2003, he then spent 15 years in Jersey, Singapore and then again in Hong Kong delivering creative wealth management solutions for UHNW individual clients with complex needs, securing long-term client retention, before returning to Jersey in 2018.

Established in Singapore in 1959 and part of Nimoi Holdings, Woodside is a privately operated investment firm. 

Saffery Champness
Saffery Champness Registered Fiduciaries has appointed former Credit Suisse senior figures Stefan Aegerter and Tim Parkinson as client directors in its Zurich Office.

Aegerter was formerly at Credit Suisse Trust Limited, where he was head of trust and estate advisory for the international wealth management and Swiss universal bank arms. In this role, he led a team of twelve advisors across Switzerland and the Middle East and was responsible for client-facing activities for a large portfolio of global clients. He has particular expertise in establishing and managing structures to hold complex assets as well as extensive experience of advising high net worth and ultra-high net worth individuals on wealth consolidation and complex inheritance planning strategies. Fluent in English and German, he predominantly advises clients in the Middle East, Latin America and Asia Pacific.

Parkinson is an expert in wealth structuring, in particular advising on the structuring of financial and non-financial assets. He has also supported family offices and international ultra-high net worth clients. Although his client base has been mainly international, he has a particular focus on helping clients based or with assets in Russia and the broader CIS region.

Bringing with him more than 15 years’ experience in the trust and fiduciary industry, Parkinson was previously head of trust and estate advisory at Credit Suisse Trust AG, based in Zurich, also serving as interim head of trust and estate advisory in Credit Suisse’s Hong Kong office.

The appointments follow the recent addition of Dr Yumei Zhang to Saffery Champness’ offering in Geneva, growing the firm’s team based in Switzerland to 35 professionals.

Founded in Guernsey in 1977, Saffery Champness Registered Fiduciaries established a presence in Switzerland in 2008 and in the Dubai International Financial Centre in 2018. A Cayman offering was subsequently launched in June 2020. 

Carmignac
Carmignac has appointed Abdelak Adjriou as manager of the Carmignac Portfolio Global Bond fund. This global fixed income fund invests in interest rates, credit and currency strategies across the globe and implements a conviction-driven approach in all market conditions.

Adjriou joined Carmignac in Paris yesterday. 

Prior to this, Adjriou worked at American Century Investment, where he launched an emerging markets total return strategy and looked after forex overlays for the whole fixed income range ($800 million of assets under management). In 2018, he was also entrusted with the management of a $1.2 billion unconstrained bond fund mandate.

Previously, Adjriou started his career by joining IBM in the US in January 2001 working as a developer. In 2005, he joined HSBC Asset Management in Paris, first as a quantitative analyst in charge of hedging solutions. He then managed an absolute return fund in developed markets before moving to New York to manage a total return emerging market fund. Adjriou holds a master’s degree in stochastic calculus from Jussieu Paris VII and a master’s degree in computer science from ESSI (ENSI Group).

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