People Moves
Summary Of Global Executive Moves In Wealth Management - December 2012

Close Brothers Asset Management appointed Brian Gerry as a
business development director focused on the Scottish independent
financial
advisory market. Gerry was latterly an executive consultant at
Zurich
Assurance, having previously worked at Compliance First and
Prudential
Assurance.
Royal London Asset Management appointed Rob Williams, as
head of distribution, having previously been a senior manager at
Skandia.
Williams reports to Andy Carter, RLAM’s chief executive officer,
RLAM. Williams
was previously chief sales and marketing officer at Skandia
Investment Group.
Brown Shipley appointed Anne Brookes as head of its Birmingham
office. Since
joining the firm at the start of 2011, Brookes developed a team
of private
banking professionals in Birmingham,
where clients include entrepreneurs and business owners, as well
as a growing
portfolio of clients in the court of protection and acquired
wealth space. In
her new role, Brookes develops Brown Shipley’s relationship with
regional entrepreneurs
and business owners.
Brown Shipley also named Julian Hardiman as its new head of
private banking, a role in which he oversees the firm’s
investment management,
banking, financial planning and pension planning teams. Hardiman,
sits on Brown
Shipley’s board of directors, was latterly the firm’s head of
private banking
for the north-western region of the UK,
based in Manchester.
UK
wealth management group Ashcourt Rowan appointed Emily Morris as
its new group
head of marketing. Morris is responsible for the firm’s marketing
and business
development activity as it seeks to grow its business nationally.
Before
joining Ashcourt Rowan, Morris held senior marketing roles at
several wealth
managers including Barclays Wealth and Rathbone Brothers, where
she was
marketing director.
Paul Compton left his post as chief executive at WH Ireland.
Richard Killingbeck, head of private wealth management, assumed
the duties of
acting CEO.
London & Capital continued the build-out of its Adviser
Solutions division, hiring Carole Hunter as business development
manager for
the north and northeast region of the UK. She previously worked
at Myddleton
Croft Investment Managers, where she was a relationship manager.
She has also
worked for Merchant Investors, Skandia Group, Canada Life, Sun
Alliance and
Royal Life.
Threadneedle Investments said its chief executive Crispin
Henderson had become vice chairman of global asset management for
Ameriprise
Financial, Threadneedle’s parent company. As a result, Campbell
Fleming, who
has worked at Threadneedle Investments since 2009, took on the
CEO role.
Henderson, who joined Threadneedle in 2002 as chief operating
officer, leading
the finance, operations, administration and IT functions, became
managing
director in 2006 and was appointed CEO one year later.