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Who's Moving Where In Wealth Management? - Dolfin, Openwork

Editorial Staff, 1 August 2019

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The latest moves among senior wealth management figures in Europe, the Middle East and Africa.

Dolfin
Dolfin, which provides custody, brokerage and asset management services, has appointed Richard Webb as technology head, a newly-created role by the company.

Webb, who has more than 20 years’ experience leading IT, change management and digital transformation projects, most recently built and ran hedge fund tech platforms for organisations such as Rokos Capital Management and COMAC Capital. In this role Webb reports to Amir Nabi, co-counder and chief operating officer of Dolfin.

"Richard reports to me and is responsible for driving our technology offering and completing the build of our end-to-end wealth management platform," Amir Nabi said.

Openwork
Openwork, the UK financial advice network, has made two senior appointments.

Abbie Gibson has joined as head of wealth advice and sales processes from Quilter, where she ran the wealth relationship management team. Alison Bruford, meanwhile, has been named head of channel marketing and will be responsible for developing the wealth proposition’s marketing strategy as well as supporting advisors with marketing to service their clients. She joins from BlackRock where she was vice president, product marketing for Europe, Middle East and Africa and previously worked for Deutsche Asset & Wealth Management, Invesco Perpetual and Pictet Asset Management.

Mike Gummerson, the manager of Openwork’s business transition and practice productivity teams as well as wealth development manager, has decided to retire at the end of the year. He returned to Openwork in 2010 having previously run his own consultancy business. He started his career at Allied Dunbar before moving to AXA and Prudential.

Openwork has more than 3,900 financial advisors operating across the UK. It operates as a directly authorised, multi-panel distribution network.  

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