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Summary Of Executive Moves In Global Wealth Management - April 2013

, 7 May 2013

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April proved to be a busy month across most regions for the wealth management sector.

UK

Barclays appointed Kenneth Warnock as portfolio manager in its wealth and investment management division in Edinburgh. Warnock joined Barclays from Alliance Trust in Edinburgh. He previously worked for Premier Fund Managers, Jupiter Fund Management and Johnson Fry.

Rowan Dartington appointed Steve Bridges to the newly-created role of business development manager at its Bristol office. Bridges joined from The Premier Group, where he was head of regional development. Previously, he worked for Butterfield Private Bank and Mayfair Capital Partners.

Walpole British Luxury appointed Michael Morley, chief executive of Coutts & Co, to its board of directors. Morley joined Coutts, the wealth division of the Royal Bank of Scotland Group, as CEO in June 2009. In September 2010 he also became chairman of Royal Bank of Scotland International, the offshore banking business of the group in Jersey, Guernsey, the Isle of Man and Gibraltar. 

IntelliFlo appointed Peter Jordan to the newly-created role of marketing director, based in its Kingston-upon-Thames, Surrey office. Jordan joined after teaching economics at Portsmouth Grammar School, but prior to this he held a number of senior marketing roles at Skandia and Scottish Windows. He reports to Dave Chessell.

JP Morgan Asset Management appointed Simon Crinage as its new head of investment trust business. Crinage reports to Jasper Berens, head of UK funds management and replaces David Barron, who left the firm earlier this year.

RBC Wealth Management added Angelina Yap as a London-based director within its UK private client team. Ms Yap will develop relationships with UK-resident, non-domiciled high and ultra high net worth clients from countries such as Singapore, Taiwan, Malaysia and Greater China.

Ms Yap joined RBC from EFG Private Bank. Before that, she headed up a global Chinese initiative at Standard Chartered Private Bank, and also led the Asian business development unit at HSBC Global Asset Management.

Ashcourt Rowan Asset Management appointed former Brewin Dolphin senior manager Harry Burnham to its board.

At Brewin Dolphin, he was responsible for a wide range of individual, trust and charitable portfolios, as well as the management of the Brewin Dolphin pension fund. He was also instrumental in developing and managing the group’s fund research platform.

Sarasin & Partners appointed Sarah McCarthy to the newly-created role of head of marketing. She will be based in London, but will work across the firm’s UK and international client base.

McCarthy joined from Goldman Sachs, where she was executive director for the firm’s asset management team. Before this, she worked as senior marketing manager at Fidelity Worldwide Investment, and held other managerial positions at Skandia Investment Group and AXA Investment Managers.

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