The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the Middle East and other select locations.
Kingsley Napley, a UK-based law firm, has appointed Charles Richardson as a partner to lead the firm’s multi-disciplinary landed estates practice.
Richardson, who was previously at Hunters Law, where he became a partner in 2018, has a wealth of experience of advising landowners and their families in their personal and business affairs. On top of a general private client practice, he provides specialist tax and succession planning advice on matters related to landed estates and inherited wealth, be that acting for families, trustees, or executors.
His experience includes acting for some of the most significant landed estates by size and value in the country. He is recommended by Legal 500 for his expertise in tax, trusts, probate and succession planning and is a member of the Society of Trust and Estate Practitioners.
Richardson is joining the firm’s private client practice, and will work closely with its family, corporate, tax, real estate, employment, and immigration teams to develop its work in this area.
Titan Wealth Holdings
This week Titan Wealth Holdings, a fund, wealth and asset management business, appointed two senior personnel to join its portfolio and commercial management teams.
Tom Macpherson has joined Titan in the newly-created role of head of portfolio management, the firm said in a statement. He is responsible for delivery and structure of investment solutions to the IFA community, as well as integrating and aligning the investment expertise within the family of businesses that Titan is acquiring through M&A activity.
He is joining Titan after 12 years at LGT UK Wealth Management, during which he served in several roles in the Model Portfolio Service team, including head of the model portfolio service and volare funds. He sat on the LGT UK Firm Investment Committee, was a voting member of the Fund Selection Committee, and chaired the Investment Committee for the MPS Team, the firm continued.
Rosanna Holt has joined Titan as head of commercial operations, overseeing the creation and implementation of commercial strategies across the group. In this newly-created role, she will be responsible for delivering Titan’s ambitious growth agenda, aiming for £7 billion AuA and £4 billion AuM by the end of 2022, and targeting £50 billion in AuA and £40 billion AuM over the next three to five years, the firm said. She will be responsible for budgeting, product design, pricing, sales processes, marketing strategies and M&A business alignment.
Her previous experience in asset management includes senior intermediary roles at JP Morgan Asset Management, Quilter Cheviot and Brooks Macdonald, where she was nominated for the for the 2021 PAM Top 40 under the 40 ‘Rising Star’ award. She was also a key member of the Responsible Investing Steering Committee and the Diversity Equity and Inclusion Group.
Macpherson said: “I am delighted to join Titan in this exciting new role. Titan’s comprehensive investment proposition is a standout product in a crowded market, and I am excited to support the firm on the delivery of new and innovative wealth and asset management solutions as it continues to build on its ambitious growth plans.”
Holt added: “Titan is a disruptive business that offers a whole of market suite of products to retail clients for IFAs, DFMs and HNWs. We are uniquely positioned to provide high quality and innovative solutions to our clients.”
Capital Group, overseeing about $2.2 trillion in client assets (as at 30 June), has appointed Scott Steele as head of fixed income business development for Asia and Europe. The role is a new one at the US-based business.
Serving mainly institutional and intermediary clients, Steel will report to Alexandra Haggard, head of product and investment services for Asia and Europe.
Carrying more than 30 years’ industry experience, Steele was previously global head of fixed income client portfolio management at Janus Henderson Investors and, prior to that, served in leadership positions at PIMCO, including head of wealth management, Hong Kong and Singapore and head of institutional, Asia ex. Japan. Earlier, he was CIO at BMO mutual funds.