Who's Moving Where In Wealth Management? – Kingswood, Lombard Odier
The latest moves in wealth and asset management from across Europe and the UK.
London-listed wealth management house Kingswood has appointed Hayley Burton (pictured) as managing director, head of wealth planning, Midlands and South.
She will be responsible for leading Kingswood’s growing financial advisor teams in the Midlands and southern UK. Burton will work alongside Jeff Grantham, managing director, head of wealth planning north at Kingswood and founder of Sterling Trust, who joined the firm following its acquisition of Sterling Trust in June 2020. Previously, she worked at Santander Wealth where she was area manager, financial planning.
Kingswood said that Burton’s appointment reflects its
fast-growing business which has completed several acquisitions
over the last few years, including most recently Metnor
Holdings – the holding company for IBOSS Asset
Management – and Novus Financial Services.
The firm said that investing in leaders is a key focus as it grows the business.
Geneva-based wealth manager Lombard Odier has appointed Manuela Maccia as head of product offering for Lombard Odier (Europe) (LOESA), and senior portfolio manager for Italy.
Based in Milan, Maccia will help to develop the group’s private clients division in Europe. Her appointment confirmed the group’s commitment to strengthening its position and client offering in Italy, a priority market for Lombard Odier, it said.
She will strengthen the local Italian branch as well as offer valuable expertise to the firm’s clients in Italy, managing both discretionary and advisory accounts. Maccia will be deputy to Alberica Brivio Sforza who joined Lombard Odier in 2021 as managing director of LOESA’s Italian branch.
Beginning her career in 1998 at BNP Paribas, Maccia has held various international positions within the firm over the last 23 years, in London, Paris, Rome and Milan. She was recently director of financial products and services for the wealth management arm of BNP Paribas in France. She moved back to Italy in 2020 and was named chief investment officer for the Bank BNL BNP Paribas.
A chartered financial analyst, she holds a masters in economics from Bocconi University and a fellowship diploma in economics and finance from HEC Paris.
“Manuela’s thorough knowledge and experience, particularly of growing a private banking division, will allow us to strengthen Lombard Odier’s presence in the Italian market,” Stephen Kamp, head of Southern Europe and Latin America for private clients, said.
“With her international expertise and established presence in the Italian financial sphere, Manuela will be perfectly placed to advise our clients in Italy and develop our offering in Europe,” Stéphane Monier, CIO of Lombard Odier Private Bank, said.