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Who's Moving Where In Wealth Management? - IQ-EQ, Mercer, Others

Editorial Staff

6 February 2020

IQ-EQ
Global investor services group has appointed Dan Melley as UK commercial leader of investment solutions. Melley will be responsible for bespoke investment solutions for clients, developing commercial relationships, and overseeing the execution of the investment solutions strategy, distribution and growth.

Melley will report to Mercer’s global commercial leader of investment solutions, Mick Dempsey. He is joining the firm’s international investment solutions leadership team and the UK leadership team led by Sylvia Pozezanac, UK chief executive.

Melley has over 22 years’ experience in institutional asset management and commercial sales, including 17 years at Mercer. He started his career with Mercer in New York in 1997. For the last three years Melley was head of Europe, Middle East and Africa (EMEA) at Putnam Investments responsible for its institutional client base. Prior to this, he was global head of Consultant Relations at Winton Capital Management.

SteelEye
, the compliance technology and data analytics firm, has appointed Rob Bernstein as its new chief financial officer. In his new job he will report to SteelEye’s CEO, Matt Smith.

Most recently, Bernstein was CFO at RegTek Solutions, which was acquired by Bloomberg in August 2019, and prior to that CFO at TIM Group.