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Who's Moving Where In Wealth Management? Quilter Cheviot, Chubb, Other

Editorial Staff

14 November 2019

Quilter Cheviot
Continuing in growth mode, , which works in fields including wealth management, has appointed Jason Keen as division president for its Chubb Global Markets group.

The division contains Chubb's London Market wholesale and specialty business including the company's Lloyd's platform. Keen will take up his role early in 2020, reporting to David Furby, regional president, Chubb European Group.  His appointment is subject to regulatory approval. He succeeds Matthew Shaw, who is leaving the company.

Keen joined ACE (now Chubb) in 2010 as regional property underwriter, Asia-Pacific and assumed overall responsibility for the company's property and casualty portfolio in Asia-Pacific in 2016. Previously, he worked for Lloyd's syndicates Talbot Underwriting Ltd and Ascot Underwriting Ltd.

The announced that its financial planning head, Jacqueline Lockie, has joined the chief executives committee of Financial Planning Standards Board Ltd.
The committee is made up of CEOs from FPSB affiliates with the largest chartered financial planner professional populations (US, Japan, China, Canada, Australia, South Africa, Hong Kong); three affiliate chief executives chosen by the FPSB Council; and the FPSB Ltd chief executive.

The organisation is designed to set out leadership, efficiency and accountability in how the FPSB board of directors carry out their jobs and drive the financial planning profession.

The CFPTM certification is an internationally recognised licence overseen by Financial Planning Standards Board Ltd (FPSB) in Denver, Colorado.