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Who's Moving Where In Wealth Management? - Brown Shipley, Saranac Partners, Others

Editorial Staff

18 September 2018

Brown Shipley
UK wealth manager  (CISI) appointed Claire Newman, ACSI as President of the CISI’s Essex branch.

In addition to serving on the CISI’s Essex regional committee, Newman has 23 years’ experience in the financial services profession.  She has worked in a range of roles over the course of her career from operations, through client services and account management, to her current role as vice president of training at BNY Mellon’s Pershing. 

Based in London, she has worked at the company since 1997, prior to which she was with the Bank of Scotland.

Saranac Partners
(JPMAM) has appointed Simone Ishikawa as a sales strategist, Alfred Le Léon as head of exchange-traded fund distribution for France and Álvaro Quirós as a product specialist in the international beta product team.

Based in London, Ishikawa will be responsible for developing distribution plans for the International ETF business to focus and direct sales teams’ efforts and priorities. She joined from JPMorgan’s corporate and investment bank earlier this year, where she was a business manager for UK cross-asset and Europe, Middle East and Africa equities heads of sales. 

Based in Paris, Le Léon will be focused on developing ETF relationships across JPMAM’s client base. Le Léon joins from Deutsche Bank, where he was responsible for selling the Xtrackers ETF range to asset managers, intermediaries and institutional clients. He reports to Olivier Paquier, head of continental Europe - ETF distribution.

Based in London, Quirós will focus on product strategy and the development of ETFs alongside other vehicles. He was previously part of the ETF product development team at Xtrackers (Deutsche Asset Management), where he worked on the idea generation for new launches and the enhancement of the Xtrackers range. Quirós reports to John Harrington, head of international beta and ETF product at JPMAM.

Sanlam UK
has appointed Nick Shaw, who will oversee the distribution to international financial institutions and work closely with the local sales team. He will be based in London.

Shaw has over 15 years’ experience in the financial sector and was most recently sales director of global financial institutions at Robeco. 

Prior to joining Robeco, Shaw held various international positions at Aberdeen Asset Management.