The latest moves in the global wealth management sector.
UK-based Church House Investment Management recently hired Paul Zoltowski from Sanlam FOUR to broaden its distribution efforts. He is based in London and reports to James Johnsen, head of business development. Zoltowski is responsible for building on CHIM’s private client base and building out its institutional client market.
Prior to Sanlam FOUR, Zoltowski was at Credit Suisse for ten years as senior private banker. Clients ranged from high net worth individuals through to companies, pension funds and offshore trusts. Prior to Credit Suisse Paul worked in the private banking team at Merrill Lynch.
CHIM also recruited Andrea Steel to the client relations team, based in Sherborne, Dorset. She spent nearly 20 years as a private banker mainly at Hoare’s Bank and SocGen Hambros.
JP Morgan Private Bank
JP Morgan Private Bank has named David Stubbs head of client investment strategy for its Europe, Middle East and Africa business.
In this London-based role, he will help drive investments strategy, and develop and deliver research-driven insights on global economies and markets to clients. He will work with the firm's market solutions teams and investment advisors on presenting clients with the bank's investments strategy across all asset classes.
Fulcrum, the UK-based asset manager, has appointed Marc Semaan as a multi-asset strategist.
He has 10 years' experience, and joins from Aviva Investors' AIMS team, where he held a similar role. Prio to that, he worked as a macro strategist at Friends Life Investments where he built a global macro research structure to support its fixed income teams.