The latest moves in wealth management from across Europe and the UK.
Continuing in growth mode, Quilter Cheviot has added Daniel Jolliffe in Jersey and Murray Gillan in Glasgow to its investment management team. Year-to-date, it brings the number of investment managers hired to 16, and the UK total to 167, the firm said.
Joining from Rathbones, and prior to that at Barclays Wealth and Close Brothers AM, Jolliffe will focus on growing Quilter’s international business, working with the regional development team in Dubai. Gillan joins from Brewin Dolphin and will focus on growing the firm’s Glasgow business.
Quilter’s chief executive Andrew McGlone said the group is already seeing the positive contribution from earlier hires on overall business growth. “I look forward to welcoming others in the New Year.” The group confirmed plans to open a 14th office in Leeds.
US-listed property and casualty insurance group Chubb, which works in fields including wealth management, has appointed Jason Keen as division president for its Chubb Global Markets group.
The division contains Chubb's London Market wholesale and specialty business including the company's Lloyd's platform. Keen will take up his role early in 2020, reporting to David Furby, regional president, Chubb European Group. His appointment is subject to regulatory approval. He succeeds Matthew Shaw, who is leaving the company.
Keen joined ACE (now Chubb) in 2010 as regional property underwriter, Asia-Pacific and assumed overall responsibility for the company's property and casualty portfolio in Asia-Pacific in 2016. Previously, he worked for Lloyd's syndicates Talbot Underwriting Ltd and Ascot Underwriting Ltd.
The Chartered Institute for Securities & Investment announced that its financial planning head, Jacqueline Lockie, has joined the chief executives committee of Financial Planning Standards Board Ltd.
The committee is made up of CEOs from FPSB affiliates with the largest chartered financial planner professional populations (US, Japan, China, Canada, Australia, South Africa, Hong Kong); three affiliate chief executives chosen by the FPSB Council; and the FPSB Ltd chief executive.
The organisation is designed to set out leadership, efficiency and accountability in how the FPSB board of directors carry out their jobs and drive the financial planning profession.
The CFPTM certification is an internationally recognised licence overseen by Financial Planning Standards Board Ltd (FPSB) in Denver, Colorado.