People Moves
Who's Moving Where In Wealth Management? Quilter Cheviot, Chubb, Other

The latest moves in wealth management from across Europe and the UK.
Quilter Cheviot
Continuing in growth mode, Quilter Cheviot has
added Daniel Jolliffe in Jersey and Murray Gillan in Glasgow to
its investment management team. Year-to-date, it brings the
number of investment managers hired to 16, and the UK total to
167, the firm said.
Joining from Rathbones, and prior to that at Barclays Wealth and Close Brothers AM, Jolliffe will focus on growing Quilter’s international business, working with the regional development team in Dubai. Gillan joins from Brewin Dolphin and will focus on growing the firm’s Glasgow business.
Quilter’s chief executive Andrew McGlone said the group is already seeing the positive contribution from earlier hires on overall business growth. “I look forward to welcoming others in the New Year.” The group confirmed plans to open a 14th office in Leeds.
Chubb
US-listed property and casualty insurance group Chubb, which works in fields
including wealth management, has appointed Jason Keen as division
president for its Chubb Global Markets group.
The division contains Chubb's London Market wholesale and
specialty business including the company's Lloyd's platform. Keen
will take up his role early in 2020, reporting to David Furby,
regional president, Chubb European Group. His appointment
is subject to regulatory approval. He succeeds Matthew Shaw, who
is leaving the company.
Keen joined ACE (now Chubb) in 2010 as regional property
underwriter, Asia-Pacific and assumed overall responsibility for
the company's property and casualty portfolio in Asia-Pacific in
2016. Previously, he worked for Lloyd's syndicates Talbot
Underwriting Ltd and Ascot Underwriting Ltd.
CISI
The
Chartered Institute for Securities & Investment announced
that its financial planning head, Jacqueline Lockie, has joined
the chief executives committee of Financial Planning Standards
Board Ltd.
The committee is made up of CEOs from FPSB affiliates with the
largest chartered financial planner professional populations (US,
Japan, China, Canada, Australia, South Africa, Hong Kong); three
affiliate chief executives chosen by the FPSB Council; and the
FPSB Ltd chief executive.
The organisation is designed to set out leadership, efficiency and accountability in how the FPSB board of directors carry out their jobs and drive the financial planning profession.
The CFPTM certification is an internationally recognised licence overseen by Financial Planning Standards Board Ltd (FPSB) in Denver, Colorado.