Who's Moving Where In Wealth Management? - Saxo Bank, Stonehage Fleming, Others

Editorial Staff

14 June 2018

Saxo Bank
has expanded its client service operation with the hire of six new employees.

The firm has hired Laura Kenmare and Sarah Coleman as client managers, Caroline Knight as compliance associate and James Carr as investment analyst.

Also, Joanne Watmore joins as financial controller and Andy Thewlis as technical specialist.

Prior to Equilibirum, Carr was a trainee investment manager at Investec Wealth & Investments, Kenmare was at Astute Wealth Management, where she was a paraplanner, Knight was a compliance specialist at Caerus Financial.

Also, Watmore joins from Mint Bridging, where she was finance director, Thewlis joins from a support services provider, where he worked on a pensions technical helpdesk, and Coleman was at Coutts, where she was a wealth managers assistant.

The firm now has 78 advisors managing almost £800 million ($1.07 million) of assets for over 1,000 families.

Columbia Threadneedle Investments
has appointed Michael Caetano and Jason Robilliard as investment directors in the Jersey and Guernsey offices, respectively.

Caetano has 20 years’ experience in the sector. He has specialist expertise in discretionary investment management, with a particular focus on global fixed income and equity markets and managing tailored portfolios as well as risk-based multi-asset investment solutions.

Robilliard has over 25 years’ experience in managing discretionary portfolios for private clients and professional investors. For the past 18 years, he has specialised in managing portfolios employing a multi-manager approach. During this time, he has also been the lead manager on two Guernsey registered investment funds.