People Moves

Summary Of Executive Moves In Global Wealth Management - October 2013

11 November 2013

Summary Of Executive Moves In Global Wealth Management - October 2013

UK-based equity manager Martin Currie appointed Michael Millar as investment manager to its Asian Equities team. Based in Edinburgh, Millar reports to Andrew Graham, investment director, head of Asia. Millar previously served as managing director, regional head of research at Naeem Brokerage, Cairo

Midlands-based wealth management firm Sorbus Partners appointed Steve Hollis as chairman to its advisory board. Hollis, a former chairman of KPMG’s Midlands practice, continues his role as deputy chair of the Greater Birmingham and Solihull Local Enterprise Partnership. In addition to KPMG, Hollis has served on the Industrial Development Advisory Board, Sport England and has also been served on a number of private and public company boards.

Jake Moeller left Lloyds Banking Group's investment subsidiary, Scottish Widows, to take a strategic research role at Reuters. Moeller led the fund research behind the firm’s £160 billion (around $255 billion) fund platform and helped devise Scottish Widows’ P6 investment process, which screens funds by placing a 20 per cent weighting on their portfolio, process, philosophy and people and 10 per cent apiece on performance and profile.

Skandia, part of Old Mutual wealth, appointed Colin Betts and Nathalie Claeys to join its on the road wealth planning team. Betts joined from the Royal London Group, where he was head of sales training for Bright Grey and Scottish Provident since 2010, prior to which he was regional sales manager at Bright Grey. Claeys joined from Legal and General, where she served as a protection and development manager for nearly five years.

PricewaterhouseCoopers appointed Simon Marriott as a director and Algernon Kent as a senior manager to its real estate practice to advise institutional and private investor clients across all principal property asset classes in the UK and Europe. Marriot joined from Oxford Properties Group, where he was managing director, senior vice president investments, Europe. Algernon served at Hammerson, where he was an investment surveyor in the London team.

UK-based Seven Investment Management appointed Verona Smith as its new head of platform. Smith joined 7IM from Cofunds, where she served as marketing director. Before that, she held an industry consultancy role at The Platforum. In her new role, Smith is responsible for 7IM’s platform, overlooking sales, relationship management, and the firm’s platform service offering.

London-based Ashcourt Rowan appointed Harry Burnham as chief executive officer of its asset management business. Burnham joined Brewin Dolphin in 2000, following five years at Williams de Broe. At Brewin Dolphin, he ran the group’s fund research, stepping down in 2008. He was responsible for a wide range of portfolios and had managed Brewin Dolphin’s pension fund since its launch in 2004.

Brown Shipley, the UK-based private bank, appointed Jenny Purves as private client senior manager, based at its Edinburgh office. Purves previously served at Bank of Scotland and has over 35 years of experience within the financial industry.

Sanlam Private Investments appointed Graham Faultless as business development manager for the South East region of the UK. He joined from Zurich For Intermediaries, where he was a senior sales consultant, responsible for a panel covering Surrey, Sussex and Kent. Prior to this, he was at Clerical Medical where he worked both as pensions specialist and sales development manager.

Old Mutual Wealth appointed Peter Mann as vice chairman and Steven Levin as global head of distribution. Both report to Paul Feeney, chief executive of Old Mutual Wealth. Mann was previously managing director for the UK market at Old Mutual Wealth. Prior to this, he was chief executive officer of Skandia UK before it was merged into Old Mutual Wealth. Levin was managing director for international markets at Old Mutual Wealth. He was previously product and proposition director for Old Mutual in South Africa and then globally for Old Mutual.

UK-based M&G Investments appointed Claudia Calich to its retail fixed interest team. Calich was previously at Invesco in New York, most recently as head of emerging markets debt and senior portfolio manager, and before that at a number of US-based financial institutions. Calich reports to head of team Jim Leaviss.

Coutts appointed Hans Prottey to the newly-created role of corporate finance specialist, executive director within Coutts’ strategic solutions team, based in London. Prottey was previously at Macquarie Capital and is responsible for the development and implementation of Coutts' corporate finance referral service and direct private equity investment opportunities proposition.

Old Mutual Global Investors appointed James Gilbert as an analyst in the UK small- and mid-cap equities team, reporting to Daniel Nickols, who leads this group. Gilbert has worked in this sector of the market for over five years, starting his career at Deutsche Bank in 2005 moving to Canaccord Genuity in 2008 as a support services equity research analyst.

Saunderson House, the UK-based investment advisor to individuals and institutions, appointed Duncan Ross as chief operating officer, a newly created role. He previously worked at Citi Securities & Funds Services’ wealth business.

Adam & Company, the Scottish private bank, appointed Alisdair Dewar as head of the Edinburgh office and Ian Massie as head of the Aberdeen unit. The pair report to Kerry Falconer, managing director of relationship management. Dewar joined Adam & Company in 1999, becoming a director in 2009.

Legal & General Investment Management appointed head of asset and allocation management Emiel van den Heiligenberg as head of management of multi-asset funds. Van den Heiligenberg joined LGIM in August 2013 as head of asset allocation with responsibility for asset allocation strategy and macro research. Prior to joining LGIM, he was chief investment officer of the multi-asset solutions group at BNP Paribas Investment Partners.

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