The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the Middle East and other select locations.
Newton Investment Management
Newton Investment Management, part of BNY Mellon Investment Management, has announced the appointment this week of Judy Marlinski as the new chair of Newton Investment Management Limited (UK board) and Newton Investment Management North America, LLC (US board), effective from 4 November 2022.
Marlinski has served as an independent non-executive board member
of the UK and US boards since July 2022, the firm said in a
statement. She is succeeding Susan Noble as chair of the UK
board, who is stepping down after serving eight years as a board
member and five years as its chair.
Marlinski’s appointment as chair for Newton’s UK and US boards supports the expansion of Newton’s US business following the integration of Mellon’s equity and multi asset capabilities in September 2021, the firm continued. She will help to ensure coordination across Newton UK and Newton US in setting and implementing Newton’s strategy.
She has 35 years of experience in financial services, having held the CEO, president and COO positions within the investment management and wealth management industries of Fidelity Investments, including as president and CEO of Fidelity Investments Japan from 2011 to 2016 and president of Fidelity Institutional Asset Management from 2017 to 2020.
During her tenure with Fidelity Investments, she was a director
for several regulatory boards across the firm’s
Welcoming the move, Euan Munro, CEO of Newton, said: “We’re delighted that Judy has been appointed chair of the Newton Investment Management Limited and Newton Investment Management North America, LLC boards. She brings a tremendous amount of global experience and pedigree to this role which will be invaluable as we continue to meet the needs of our clients through an expanded global platform.”
“A big thank you to Susan for her eight years of service as a board member. Her counsel and leadership have made a significant contribution in shaping Newton’s growth, and we wish her all the best for the next stage of her career,” he continued.
Global corporate, private client and fund services provider, Hawksford, has enhanced its international leadership team with three senior promotions across the group.
Steve Spybey has been promoted to the role of group chief operating officer, while Caroline Morris will be group chief financial officer and Rachel Husbands will be finance director for Jersey, the firm said in a statement.
The promotions follow a year of expansion for Hawksford, which has already seen the acquisition of two international corporate service providers, driving further growth in new and existing global markets and supporting the company’s ambitious growth strategy.
In his new role, Spybey will continue to work with group chief executive Michel van Leeuwen across the group to help define, shape and communicate Hawksford’s vision, the firm continued. He will be supporting the business to deliver its strategic aims and create an integrated workforce with an efficient operating model.
As group chief financial officer, Morris will be expanding her previous role of global head of finance to include full ownership of banking relationships, group audit, M&A and tax planning.
Promoted to the role of finance director, Rachel Husbands will work with Hawksford’s client services teams on all aspects of financial performance and review, ensuring that financial efficiency remains a key contributor to the success of the business and its clients. Hawksford’s corporate and funds teams will benefit from the expertise that she has already demonstrated while working with the Jersey Private Client team.
This week, UK wealth manager Evelyn Partners appointed Annabel Kerley FCA as head of fraud and financial crime to strengthen its forensic services team.
As a partner specialising in investigations, Kerley will build and grow Evelyn Partners’ forensic services practice, working with David Alexander, head of forensic services, and John Holden, head of forensic technology, the firm said in a statement.
She is a fellow of the Institute of Chartered Accountants England and Wales and a former senior investigator at the Serious Fraud Office and Financial Conduct Authority. She is joining from boutique forensic firm StoneTurn where she founded the London investigations practice. Previously, she held a senior position at EY, the firm continued.
During her 20-year career, Kerley has led investigations into asset misappropriation, employee misconduct, financial misstatement, sanctions breaches, market abuse and misleading statements in civil, regulatory and criminal contexts, the firm said. She has helped clients across multiple sectors navigate high-stakes investigations into complex multi-million cross-border fraud, bribery and corruption cases.
In addition, she has experience of private prosecutions and is currently chair of the Private Prosecutors’ Association.
Welcoming her to the firm, Alexander said: “With financial crime on the rise, organisations operating today increasingly require specialist forensic support to protect value in their business. Annabel offers unique expertise gained across a wide range of geographies, industries and regulators to help clients mitigate the impact of fraud and misconduct. Annabel’s ability to lead multi-disciplinary teams and deploy the latest forensic technology and forensic accounting techniques make her a valuable addition to the Evelyn Partners team."
Evelyn Partners is a UK-integrated professional services and wealth management group – formed from the merger of Smith & Williamson and Tilney. It looks after clients’ combined wealth and tax needs both personal and business, and has £52.0 billion ($61 billion) of assets under management.
Jupiter Asset Management
UK-based Jupiter Asset Management has appointed Mathias Müller as head of international sales. The role is a new one for the firm, a spokesperson told this news service when asked about the matter.
Based in Germany, and reporting to global head of distribution, Warren Tonkinson, Müller will be responsible for the continued evolution and implementation of Jupiter’s growth strategy across the global wholesale channel, ex-UK.
Müller will lead Jupiter’s network of regional sales heads, to foster and build out the company’s client relationships across all major international markets, and evolve Jupiter’s international business development plan.
Prior to this role, Müller spent 20 years with Allianz Global Investors, where he became head of retail/wholesale for Europe in 2015. He was responsible for the company’s European retail, wholesale and private wealth business covering new business development, client service and marketing.