The latest moves in wealth management across the world.
EQ Investors, the boutique UK wealth manager, has appointed Simon Moore as a senior investment analyst in its London office. He will provide cover for EQ’s head of investing, Sophie Kennedy, while she is away on maternity leave.
Moore brings with him 30 years of experience and knowledge of the wealth management industry. He headed up Bestinvest’s fund research team for seven years, before being appointed senior investment manager at 7IM, his most recent role.
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management has promoted two senior figures for its operations in Guernsey.
Andy Finch has been promoted to managing director, CGWM (UK) Funds. He takes responsibility for expanding the firm’s Irish UCITS fund range. Chris Colclough has been promoted to head of wealth management, Guernsey.
Finch has over 35 years’ experience in the wealth management industry. He joined Canaccord Genuity Wealth Management in 2002 and has undertaken a number of leadership roles within the business. He is a director of CGIF plc, an Irish UCITS umbrella fund; a director of Canaccord Genuity Management Company; and a member of Canaccord Genuity Wealth (International) Limited’s executive committee.
Colclough originally worked for Canaccord Genuity Wealth Management during his university holidays and after working several years in London with an international fund manager, he returned in 2009. In 2012 he was promoted to head of portfolio management, Guernsey, and in 2016 took on the role as deputy head of front office; and became a member of Canaccord Genuity Wealth (International) Limited’s executive committee.
Investment services group SEI has appointed Alison Schiffer as UK regulatory solutions manager for its client wealth platform. In the role, Schiffer will help deliver services to support platform clients, and will report to UK solutions director Helen Oxley.
“We recognise that our industry faces the burden of a continuous cycle of regulatory change, and it is imperative that we are able to provide the robust services capable of evolving to meet these new requirements,” Oxley said.
A 20-year industry veteran, Schiffer joins SEI from Mizuho Bank, where she was a regulatory programme manager overseeing MiFID II and other compliance mandates across the European offices. Before that she held similar senior compliance responsibilties at Coutts and Co.
Through subsidiaries and partnerships, SEI administers around $884 billion (£678 billion) in hedge fund, private equity, mutual fund and pooled or separately managed assets.