People Moves

Summary Of Executive Moves In Global Wealth Management – March 2022

Editorial Staff, 13 May 2022


A summary of moves and appointments in senior wealth management roles around the world.

Rothschild & Co appointed Javed Khan as managing partner of Rothschild & Co Gestion, the entity responsible for the management of Rothschild & Co. Khan works alongside Alexandre de Rothschild, executive chairman, and the other two MPs, Robert Leitão and François Pérol. In parallel, Marc-Olivier Laurent stepped down as an MP. Khan has been head of merchant banking at the firm.

IQ-EQ, the investor services group, appointed Tasnoova Zaki as new group compliance head, a newly-formed role as regulatory requirements continue to mount. Before this, Zaki worked for Citigroup. 

Banque Cramer & Cie appointed prominent Swiss banker Eric Pfister as chief executive. Pfister, with more than three decades of industry experience, worked for more than 20 years at Credit Suisse in roles including head of UK International. He was head of Middle East and Asia at Clariden Leu. Most recently, he was global head of private banking at Falcon Private Bank, before moving to ODDO BHF (Switzerland) in 2018 where he was the CEO.

Prior to Pfister's arrival, the bank was managed jointly by the three members of the executive committee (Marc-Henri Balma, André Mankowsky and Stéphane Poulin). Cedric Anker was CEO from 2017 to 2019 when he left for Bordier. After this, Stephan Keiser was CEO ad interim until he left at the end of 2020 to head Gonet’s new Zurich office.

UK wealth manager Brewin Dolphin appointed Leslie Redwood as head of charities business development. Based in Bath and London, Redwood works with the eight teams of the firm’s charity specialists to help develop the business nationally and add value to its partnerships with third sector organisations across the UK. He replaced Ruth Murphy who has recently retired after a decade with the firm. Redwood brought 15 years of charity, third sector business development, partnerships, marketing and communications experience within the financial services sector. Most recently Redwood was a chief executive officer at Citizens Advice National charity in London.

UK-based BRI Wealth Management appointed Dan Boardman-Weston (pictured) as chief executive officer. Boardman-Weston, chief investment officer, took over from Simon Boardman-Weston who became executive chairman. Dan Boardman-Weston, who will maintained his CIO responsibilities, is still based in Meriden, Solihull, in the West Midlands.

Crestbridge appointed Barry Hindmarch as director and head of real estate UK to strengthen the firm's real estate services team. He is based in London. With more than 25 years of experience in UK and international real estate, Hindmarch was head of UK, Channel Islands, and Ireland for one of the top five fund administrators globally, where he was responsible for establishing oversight and reporting on real estate as a specialist service. 

Multi-asset manager Russell Investments appointed Gavin Anderson as director, private markets. Based in London, Anderson reports to Chris Davies, head of UK distribution, and works with Michael Steingold, investment director, private markets. Anderson joined from Scottish-based family office Chroma Ventures where he was investment director. Previously, he was an investment manager at a UK mid-market private equity firm. He has more than 10 years of investment industry experience, with a focus on alternatives and private investments at asset managers, investment banks and ‘Big Four’ accounting firms’ deal advisory groups.

HSBC Asset Management appointed Fatima Hadj as climate investment strategist, and Laëtitia Tankwe as head of sustainability implementation and assurance. Based in London, Hadj reports into Stuart Kirk, global head of research and responsible investments. Hadj has more than 20 years’ experience in scaling businesses across financial services and in supporting businesses to consider ESG factors from a risk and impact perspective. 

Based in Paris, Tankwe reports to Erin Leonard, head of sustainability. In this newly-created role, she focuses on creating and delivering market-leading assurance frameworks for HSBC AM’s sustainability commitments to customers and industry partners. Before joining HSBC AM, Tankwe was responsible investment advisor to the president of the French public sector pension scheme, Caisse des dépôts Group. 

VG, the Jersey-based provider of trust, corporate and fund administration solutions, appointed Gabriela Jakubczyk, Matthew Hibbs and Zach O’Shea to join its corporate team.

Jakubczyk joined as an associated director, working with Steve Langan, director of corporate and capital markets. Prior to this, she worked at Aztec Group, a fund and corporate services provider to the alternative assets industry. Hibbs is a manager with 14 years’ experience of traditional trust and company administration. He most recently worked at Pentera Trust Company in Jersey, where he ran an extensive portfolio of real estate companies involving commercial and residential assets across a variety of jurisdictions. O’Shea, who was made a trust officer, was formerly at Oak Group where he administered a portfolio of companies, trusts, registered offices, and other entities.

Richard Charnock, the chief executive of the discretionary business at abrdn, the firm formerly known as Aberdeen Standard Investments, retired, stepping down in April.

Credit Suisse named a former HSBC senior figure, Sven Stephan, to head up its wealth business in Germany, focusing on the ultra-high net worth and entrepreneurs segment. Before joining Credit Suisse (Deutschland) in 2021 as managing director, Stephan led HSBC Deutschland’s private banking team. He has 23 years of experience in banking, 17 of which are in wealth management. He is based in Frankfurt.

Stephenson Harwood added Jonathan Conder, formerly from Macfarlanes, as a partner based in its London office. Conder, 60, advises UK and international private clients, trustees, foundations, family offices and private banks on all aspects of tax, trust, estate and succession planning, as well as regulatory, immigration and philanthropic matters. He also has significant experience in assisting families and trustees on contentious matters. At Macfarlanes he was a partner and formerly head of the firm's private wealth practice.

Muzinich & Co hired Yiannis Bartzilas as director of environmental, social and governance business. Bartzilas joined from Pimco, where he was an ESG and climate change specialist. He is based in London.

Capital Group appointed former Morgan Stanley senior figure Kat Ferris to the newly-created role of Asia and Europe product development head. Ferris reports to Alexandra Haggard, head of product and investment services for Asia and Europe. With more than 16 years’ experience in asset management, Ferris joined from Morgan Stanley Investment Management where she was head of international product for four years. 

At Credit Suisse in the UK, Sarah Macdonald, a senior relationship manager based in the Cambridgeshire area, Will Ladenburg, a director in London, and Paul Whelan, a VP in London, departed from the bank.

Reyl Overseas, part of the Swiss banking group Reyl Intesa Sanpaolo, brought back senior figure Roger Groebli as its chief executive. He had previously been the firm's CEO from 2012 to 2015. Groebli, based in Zurich, is responsible for developing the wealth management services for US clients. Groebli has more than 35 years’ experience in securities trading, portfolio management, research and advisory in private banking. As a financial analyst, he is a former strategist for Asian equities and head of equity research at ABN AMRO Private Banking based in Singapore. He is also prospecting and building relationships with HNW clients across three continents (Asia, Europe and North America). He has gained experience at UBS, ABN AMRO, LGT and at Credit Suisse recently as head of private banking for North Asia.

Cazenove Capital, part of the UK-listed Schroders group, appointed Nick Keenan as a portfolio director in its Edinburgh office. Keenan brought more than 25 years of industry experience to the Edinburgh team, which is led by Bob Hair. He joined from Barclays Wealth Management, where he served in several leadership roles which included responsibility for the wealth planning proposition in the UK and leading the wealth management teams in the North of England.

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