The latest senior moves in wealth management from across Europe and the UK.
Close Brothers Asset Management
Close Brothers Asset Management has added two managing directors to bolster high net worth services in the North West.
Helen Gerrard and Nick Jackson join from Rathbones in the North West, where they provided investment management services to the segment. Gerrard began in 1988 as a dealer at the UK firm, before moving to the investment side in 1994. Jackson joined in 2002, specialising in managing portfolios for private clients, trusts, charities and personal pensions.
Both will support the growth of CBAM’s investment management service, working alongside financial planners, professional intermediaries and private client advisors in the region, the firm said. Their arrivals follow a string of recent hires as the firm expands its wealthy client investment offering. “At a time of economic uncertainty and disruption, high net worth clients need expert support and excellent service more than ever,” Close Brothers' chief executive Martin Andrew said.
VP Bank, which operates in multiple regions, has named Thomas von Hohenhau as head of client solutions, with effect from 1 September. This business unit was newly-created under the private bank’s Strategy 2025 programme.
The client solutions unit is responsible for creating access to new investment opportunities on the basis of the existing VP Fund Solutions. The new business unit takes on responsibility for income and results.
Von Hohenhau has been chief client officer and CEO Switzerland since 2016 and a member of the global executive committee at deposit solutions, a fintech company for open banking solutions based in Hamburg. In his previous position he was responsible for the global sales strategy and all banking and non-banking partnerships. From 2009 to 2016 he worked for Julius Baer, where he held a number of international management positions, most recently head of international portfolio management. He holds a master in banking and finance from the University of St Gallen and a bachelor in economics from the University of Zurich. In addition, he plays an active business angel role in numerous start-ups.
Aegon Asset Management has promoted Miranda Beacham and added two other members of its responsible investment team.
Beacham has been appointed as senior responsible investment manager, leading Aegon Asset Management’s Edinburgh-based responsible investment specialists. Beacham has worked at Kames Capital, soon to become Aegon Asset Management, since 1995 and co-founded the UK responsible investment team.
Retno Kusumaningtyas has also joined the firm as a senior responsible investment associate, based in The Hague. Kusumaningtyas joins from an Amsterdam-based consultancy firm Profundo Research and Advice. Both Beacham and Kusumaningtyas will report to Brunno Maradei, global head of responsible investment.
Based in Edinburgh, Georgina Laird has also joined the business as a sustainable investment analyst, reporting to Beacham. Laird joins from Uniting Ethical Investors in Australia, where she was ethics and impact manager.