People Moves
Who's Moving Where In Wealth Management? - JH&P, Pacific Asset Management, Others
The latest senior moves in wealth and asset management from across Europe and the UK.
James Hambro & Partners
Independently owned wealth manager James
Hambro & Partners, which manages roughly £5 billion for
clients, has recruited 7IM’s head of financial planning, George
Martineau, as a partner.
He will join his former colleague and fellow partner Alex
Montgomery in the firm’s new Edinburgh office in Fountainbridge
starting on 1 October.
Martineau was a wealth management director at Edinburgh-based
discretionary asset manager Tcam before it was acquired by 7IM in
2018. He has been responsible for 7IM’s private client financial
planning arm for the past three years. Montgomery was former
joint chief executive at Tcam and joined JH&P as a partner in
February this year to launch the new Scottish office.
“George is a big and trusted presence in the Edinburgh wealth management world. He is held in high regard by many of the largest intermediaries as a favoured partner for clients with complex financial planning needs,” Montgomery said.
Pacific Asset Management
Pacific Asset
Management has appointed former JP Morgan analyst Julia
Varesko as a senior analyst within its Longevity and Social
Change Equity team. The group is led by Dani Saurymper. Varesko
will be based in PAM’s new offices at 1 Portland Place, London.
She will be responsible for quantitative and qualitative company
analysis, developing customised stock models, and making stock
recommendations, reporting into Saurymper.
Previously, she covered diversified financials at JP Morgan as a senior analyst. Before that she worked at Elsworthy Capital and Berenberg Bank.
The appointments come ahead of Pacific Asset Management launching a new fund in October focusing on longevity and social change.
Värde Partners
Värde
Partners, an international alternative investment firm, has
promoted Shannon Gallagher and Mona Girotra to global co-heads of
its business development and investor relations group, reporting
to the firm’s president, Jon Fox.
Based in London, Gallagher joined Värde in 2018 having previously
been responsible for leading business development in Europe, the
Middle East, and Asia Pacific. Girota, who joined Värde’s New
York office in 2018, had previously led the team’s product
specialist and consultant relations functions.
Founded in 1993, Värde Partners has invested $80 billion since it
was established and manages $15 billion of client money. It
employs more than 300 professionals worldwide with offices in
Minneapolis, New York, London, Singapore and other cities in Asia
and Europe.
Greengage
Greengage, a firm
planning to become the first “digital asset merchant bank”, has
named its new chief financial officer, Brennan
Elliott-Jones.
Elliott-Jones was previously CFO at challenger bank Fiinu and
before that head of finance at Starling Bank. Brennan is based in
the UK but plans to move to Greenage’s Gibraltar headquarters in
the coming months.
Greengage is engaged in securing regulatory approval from
Gibraltar’s GFSC to receive a Gibraltar banking licence, it said
in a statement.