People Moves
Who's Moving Where In Wealth Management? – Weatherbys
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.
Weatherbys
Weatherbys, a UK
private bank, has appointed Antonia Lim, a former senior figure
at Schroders, and current chief investment officer of Impact
Cubed, as chair of the investment committee and board
advisor.
Lim brings more than 25 years of both technical expertise and
experience in international investment across asset classes and
strategies, including seven years as Barclays’ global head of
quantitative research.
At Schroders, Lim was head of “quantamental
investments.” The term refers to an investment approach that
combines quantitative analysis (data-driven, algorithmic, and
statistical methods) with fundamental analysis (traditional
evaluation of financial statements, market conditions, and
company performance).
“As more clients turn to Weatherbys for financial planning and
investment advice, the role of the investment committee continues
to be central. Antonia’s quantitative expertise and multi-asset
experience dovetail well with our long-term, client-focused
philosophy, and I’m delighted to welcome her as chair,”
Weatherbys CEO Quentin Marshall, who previously chaired the
committee, said. (This news service
recently interviewed Marshall about the bank’s strategy.