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

Editorial Staff

20 September 2018

Insurance group  has appointed Nicola Takada Wood as portfolio advisor for its Japanese stewardship strategy, managed with long-term joint venture partner Tokyo-based Nissay Asset Management (NAM). 

Takada Wood has over 14 years of experience in Japanese corporate markets and will join the team’s London-based senior portfolio advisors. She was most recently at Mizuho Securities, where she was an executive director, responsible for Japanese and Asian equity sales to institutional investors. 

Aviva Investors
, the global asset management business of Aviva, has appointed Mark Robertson as head of multi-strategy funds. 

Based in London, Robertson will report to Peter Fitzgerald, chief investment officer, of multi-asset and macro, and will be a named manager of all three funds in the Aviva Investors Multi-Strategy (AIMS) range.

Robertson has 18 years’ industry experience and joins Aviva Investors from NN Investment Partners in the Netherlands, where he worked for seven years.

Separately, Ian Pizer has decided to step down from day-to-day portfolio management on AIMS Target Return and AIMS Target Income, as well as his role as head of investment strategy. He will now work part-time for Aviva Investors, focusing solely on investment strategy.

Michael Grady, who joined Aviva Investors in 2015 as a senior economist and strategist, has been appointed interim head of investment strategy.

Swiss wealth manager has appointed Susan Brooksbank as the group’s head of compliance and risk. 

Brooksbank joins the WHIreland senior management team from Jupiter Asset Management, where she worked for almost 14 years and most recently, was head of asset management compliance. Prior to joining WHIreland, she held senior compliance positions at well-known firms including; F&C Management Limited, Schroders and Coutts & Co Private Bank.

In her new role, she will oversee the compliance teams within the corporate and institutional broking and wealth management divisions and, subject to FCA approval. She will take responsibility for liaising with regulatory bodies, analysing the regulatory landscape and working with the business to manage risk.