The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.
The independent unit within Geneva-headquarered Pictet, Pictet Alternative Advisors (PAA), has appointed former Cambridge Associates senior figure Trudi Usher Boardman as head of hedge funds.
Usher Boardman will lead PAA’s team of 12 investment professionals and hedge fund experts managing €7 billion ($7.52 billion) of assets in single and multi-manager hedge fund strategies. Based in Geneva, Usher Boardman will report to Elif Aktu?, managing partner at Pictet and chief executive officer of PAA.
“Trudi brings a wealth of experience and expertise to lead our team of senior investment professionals in the multi manager hedge fund team at PAA, as well as to institutionalise and grow the franchise further,” Aktu? said.
At Cambridge Associates, Usher Boardman was previously responsible for discretionary and non-discretionary client portfolio relationships and acted as CIO and specialist investment director across hedge funds, private credit, and total portfolios. Prior to this role, she worked as a senior research analyst and portfolio manager at Partners Advisers and at Morgan Stanley, where she covered global hedge fund clients and European institutional investors.
Sionic, part of UK-headquartered Davies – an international professional services and technology company – has appointed Richard Dodds as a partner in its asset and wealth management practice.
Dodds will use his expertise to guide clients on their technology and data transformation and operational challenges. Dodds will report to managing partner, Ashley Sheen.
“Having worked on the other side of the table from Sionic on many large deals over the years, I know the team well and respect their industry knowledge, expertise and broad client base,” Dodds said.
Dodds has more than 25 years of operational and change management experience within the industry. He joins from State Street where he was senior vice president for the last five years, responsible for new deal revenues. He was also instrumental in shaping the firm’s asset and wealth management outsourced solutions.
BC Partners, a private equity firm, agreed in March 2021 to take a majority stake in Davies and support its international growth and technological development.
Natixis Investment Managers
Natixis Investment Managers has appointed Laura Kaliszewski as global head of client sustainable investing.
In this new role, Kaliszewski will lead a team supporting clients in their sustainable investing goals, leveraging the resources of Natixis IM and its investment managers’ expertise. She reports to Fabrice Chemouny, head of international distribution, and David Giunta, chief executive for the US.
“The global landscape for responsible, sustainable and impact investing is evolving rapidly, and Laura will be an excellent resource for our clients as they navigate this complex and ever-changing environment,” Chemouny said.
Kaliszewski joined Natixis IM in 2020 and served as head of sustainable investment solutions. She has more than 15 years of experience in sustainable and impact investing, portfolio management, credit, and risk with firms including Moody’s, BlueOrchard, Deutsche Bank and JPMorgan, as well as within international development organizations such as the World Bank and the International Finance Corporation. She earned a master’s degree in global affairs from New York University and a master’s degree in international economics from the Graduate Institute of International and Development Studies in Geneva.
The UK wealth management and professional services group, Evelyn Partners, has bolstered its Bristol financial planning team by making three new appointments.
Bronwen Lancaster is joining the team as a partner, Joy Wisniewski as an associate director of financial planning and Chris Iles as a financial planner.
“These appointments come at an exciting time for us as we gear up to re-locate to new offices at the EQ development at 111 Victoria Street next year. Bronwen, Joy and Chris all bring considerable financial planning experience and I’m confident they’ll play an important role in the continued growth of our business in the region,” Richard Mikdadi, managing partner in Evelyn Partners’ Bristol office, said.
Lancaster, who is a chartered and certified financial planner with 20 years of experience, is joining from law firm Irwin Mitchell. She specialises in providing financial advice to individuals in receipt of personal injury settlements, their families, and their legal representatives; as well as providing witness services to support the personal injury litigation process. Prior to Irwin Mitchell, she worked as a financial planner at Towry, WH Ireland and Brewin Dolphin.
Wisniewski joined from Hartsfield in Bristol where she spent nine years and was head of Hartsfield planning and a financial planner. Prior to that she worked as an advanced financial planner in premium banking in Sydney, Australia.
Iles is joining Evelyn Partners from Schroders Personal Wealth in Bristol where he was a chartered financial planner. He helps clients plan for future financial security, build, and maintain efficient income strategies and helping families pass on wealth tax-efficiently.