People Moves

Who's Moving Where In Wealth Management? – DWS, Canaccord Genuity WM, Fladgate, Others

Editorial Staff 29 November 2023

Who's Moving Where In Wealth Management? – DWS, Canaccord Genuity WM, Fladgate, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

European asset manager, DWS, has appointed Dan Robinson to the newly-formed role of EMEA head of alternative credit. 

Based in London, Robinson (pictured) will report to Paul Kelly, global head of alternatives at DWS.

“Dan is a senior industry veteran with over 23 years of experience in credit at influential investment firms where he has led integrated strategies aimed at accelerating growth in alternative credit platforms. Dan is a key appointment for DWS as we continue to build out our private credit offering and fully leverage the growth potential of our global alternatives business,” Kelly said.

Robinson was most recently managing partner of capital asset solutions at Man Group, responsible for multi-asset credit in the insurance, institutional and retail channels as well as private equity-led offshore reinsurance growth strategy. He also served as global head of CLOs and loans responsible for developing Man’s structured credit and leverage loan business.

Robinson began his career at KPMG Corporate Restructuring, where he gained his ACA qualification. Prior to joining Man Group, he was chief investment officer (Europe) for CIFC Asset Management, responsible for the firm's investment activity in the region. He was also the senior portfolio manager and chaired the asset allocation committee for their global multi-asset credit fund. 

In other roles, Robinson was head of liquid credit (Europe) for Apollo Global Management, responsible for all investment activities in the region across leveraged loans, high yield bonds and CLO strategies. Between 2003 and 2015, he was a managing director at Oaktree Capital, responsible for high yield and leverage loan investing as well as establishing Oaktree's CLO business in 2014. Robinson holds an MA (Hons) from the University of Edinburgh.

Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management in the Crown Dependencies, an independent wealth management firm with £32.5 billion ($40.9 billion) of assets under management, has promoted Charles Cohen to head of wealth management in Jersey.

Cohen was divisional director responsible for five CGWM offices in North of England and has been an investment director at Canaccord Genuity in London since 2016, the firm said in a statement. He has more than 30 years’ experience delivering discretionary portfolio management and advisory services to trusts, charities, pensions, and private clients by leveraging the resources and expertise available through the firm's centralised investment process. 

In his new role he will provide leadership to the portfolio management and stockbroking teams, who provide investment management, execution-only dealing and stockbroking for clients and their advisors based in Jersey and overseas.

“He will be able to apply his international and Canaccord Genuity experience and leadership skills to support the team as it continues to grow while maintaining our reputation for delivering independent wealth management services to our private and intermediary clients. I look forward to working closely with Charles to deliver the firm’s organic growth goals in Jersey and the Crown Dependencies,” Andy Finch, CEO of Canaccord Genuity Wealth Management in the Crown Dependencies said. 

Cohen is succeeding Ryan Harrison, who is retiring after 16 years with the firm.

London-based law firm, Fladgate has appointed Catherine Costley and Joshua Moger as partners in its family law team from Payne Hicks Beach. The appointments add to a run of hires in 2023.

Costley and Moger have nearly three decades of combined family law experience advising high net worth and ultra-HNW clients on all aspects of divorce, children, and financial remedies law. 

Costley and Moger follow the recent appointment of Simon Goldring as a partner in its dispute resolution practice and Georgia Quenby as a partner in its funds, finance and regulatory practice. This is in addition to the hires of M&A partner Tessa Trevelyan Thomas and tech law partner Nathan Evans in April this year. 

“Family law is a key component of our dispute resolution and private wealth growth strategies, and their extensive experience will undoubtedly enhance and deepen our existing expertise. With their proven track record in handling complex family and financial matters across key international jurisdictions, they bring a wealth of knowledge and experience that aligns seamlessly with our firm's current client base,” John Evans, head of dispute resolution at Fladgate, said.

Costley and Moger, who advise on contentious and non-contentious matters, have a very broad range of clients. They also have specialist experience in pre, mid and post-nuptial agreements, children contact disputes, international child abduction (including under the Hague Convention), and financial claims for unmarried and cohabiting couples. Their clients are domestic and international, and their advice often involves onshore and offshore trust structures, complex corporate structures, and dynastic estate planning.

“Their appointment demonstrates our steadfast commitment to growing both our dispute resolution and private wealth offerings, an important area for the firm and our clients," Grant Gordon, managing partner at Fladgate, said. “Furthermore, the six lateral partner hires we have announced over the past eight months underline our progress and commitment to delivering the firm’s ambitious growth strategy serving our growing client base ranging from innovative and sector-leading UK and international businesses and funds through to entrepreneurs, HNW individuals and family offices.”

The appointments will be effective 1 December, taking the total number of partners covering private wealth to 12. 

The global investment-management firm, AllianceBernstein, has added a European and global growth team to expand its client offering.

The team, which will join AB in January 2024, consists of five portfolio managers from Allianz Global Investors, led by Thorsten Winkelmann. 

“As a business, we are continuously looking at opportunities where we think there are teams or individuals that can complement our current product offerings and help us to better serve clients and consultants, while growing our business. What attracted us to Thorsten and his team is their ability to broaden our equity capabilities within the European and global growth areas,” Chris Hogbin, head of equities at AllianceBernstein, said.

Winkelmann is a portfolio manager and CIO, specialising in European growth and global growth equity strategies with nearly 25 years of experience. He will be joined by his team of four portfolio managers: Robert Hofmann, Marcus Morris-Eyton, Darina Valkova, and Nicolas Gonçalves.

“My team and I have a strong focus on fundamental research and a disciplined investment process. We are strongly of the opinion that the AB culture is aligned with these,” Winkelmann said.

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