People Moves
Who's Moving Where In Wealth Management? - Brewin Dolphin, UBS, Others
The latest moves in wealth management across Europe, the Middle East and Africa.
Candriam
European multi-specialist asset manager Candriam has appointed Thomas
Kälin as senior client relationship manager for the wholesale
distribution and institutional market.
Kälin will be based in Zurich, and will report to Jörg
Allenspach, chief executive of Candriam Switzerland, who took
office at the beginning of the year.
Prior to joining Candriam, from 2004 Kälin was the client
director for GAM in Zurich, where he was responsible for the
wholesale segment (banks, insurance companies, FA/family offices
and other platforms). Before that he worked at Credit Suisse, in
sales and product functions. He started his career at Bank Leu in
1999 as portfolio manager.
Lloyds Banking Group
Lloyds
Banking Group has appointed Amanda MacKenzie as non-executive
director, with effect from 1 October.
MacKenzie previously held senior marketing positions at Centrica,
Hewlett Packard and BT Group, and will serve on the risk
committee.
Deborah McWhinney is an outgoing non-executive director, leaving
for personal and family commitments at the end of 2018.
Brewin Dolphin
UK wealth manager Brewin Dolphin has
appointed Keith Sheehan as wealth director. He will be
located at their new West End office at 8 Waterloo Place in St.
James’s, London.
Sheehan joins Brewin Dolphin after seven years at UBS Wealth
Management where he was deputy head of the financial planning
team. He has provided wealth planning and financial
advice to high net worth private clients, families and trusts for
nearly 20 years.
UBS
UBS has appointed Asu
Okyay as head of corporate client solutions in its family office
arm in Europe, the Middle East, and Africa, according to an
internal memo seen by WealthBriefing.
Okyay will ensure that family offices are linked up to UBS'
corporate client division (CCS). She will be located in Zurich
and will report to Martin Kesselring.
Prior to her new role, Okyay worked in CCS Global Industrial
Group in New York and UBS Group M&A in Zurich.
Prestige
UK independent asset manager Prestige has appointed Rassul
Azizi as credit director, with responsibility for its UK
operations Prestige Asset Management, and international
operations Prestige Capital Management and Prestige Fund
Management.
Azizi joins Prestige from EFG Private Bank in the UK, where
he was part of the bank’s credit approval team, structuring
credit-based solutions and analysing credit requests.
Prior to this, he was part of the credit sanctioning team with
Credit Suisse in the UK with previous experience at Barclays Bank
in the UK.
Hay Hill Wealth Management
London wealth management boutique Hay Hill
Wealth Management has appointed Michael Easton as
interim chief executive, following the departure of Nick McCall,
who left to pursue alternative career options.
Easton is assuming the role of interim CEO pending regulatory
approval to undertake the position permanently.
Easton has served as a member of Hay Hill Wealth Management’s
board and as head of client services, since the 2017 acquisition
of the firm by a consortium led by Lord Stanley Fink. Easton is a
former executive at Signia Wealth and private banker at Coutts,
as well as a co-founding member of the Hay Hill Wealth business
alongside Nathalie Dauriac.