Print this article
Who's Moving Where In Wealth Management? - Capital Group, Investec, Others
Editorial Staff
26 February 2021
Capital Group The group operates in areas such as funds, corporate, private client services and business support services. It was founded in 1987 and employs about 900 people, administering about $190 billion of money. Among the senior level promotions are Emma Menzies (group tax in Jersey), Marina Cristiani (private client services in New York), Mee-Line Marie Nathalie Kye Thiam (private client services in Mauritius), Nicola Holmes (business operations in Jersey) and Sarah Swain (legal, Jersey). They have all been made senior director. In all, there are 25 promotions in Jersey, 17 in South Africa, 12 in Mauritius, eight in Luxembourg, seven in Amsterdam, six in the Cayman Islands and US, five in London, three in the Isle of Man, and two in Guernsey, the BVI and Switzerland, JTC said in a statement earlier this week. Capstone Feddo most recently served until January 2021 as the first Assistant Secretary of the Treasury for Investment Security, leading and overseeing the interagency national security review and clearance process for cross-border investments through the Committee on Foreign Investment in the United States (CFIUS). Before his Senate confirmation in September 2019, Feddo served in the Treasury Department as Deputy Assistant Secretary for Investment Security. "Tom's long and distinguished career and unique perspective will really be an asset to Capstone and to our clients," David Barrosse, CEO of Capstone, said. "He has the ability to speak on regulation and policy dynamics across a number of industries and asset classes, drawing from his rich and varied experience." Feddo will be based in Capstone's Washington, DC offices. IQ-EQ Aldridge has more than 25 years’ experience in leadership roles in financial services and consulting firms. Her areas of expertise include funds and compliance, as well as leading corporate service functions, developing and implementing strategy and general management. Before joining Lawson Conner, she spent over eight years as global chief operating officer and partner of a London-based regulatory and compliance advisory firm that specialised in investment funds and banks. She will report directly to John Legrand, MD of IQ-EQ’s UK and Ireland cluster.
Joining this month in a newly-created London-based role, Rob Hardy has been named corporate governance director at has appointed Paul Weir as managing director of its Jersey office and Julie Zingiloglu as MD for private client services in Switzerland. The group, which is regulated in a number of financial centres, has promoted almost 100 staff across its teams.
Former Assistant Secretary of the Treasury Thomas P Feddo has joined , a global policy and regulatory due diligence firm, as a senior advisor.
Investor services group has named Rachel Aldridge as managing director of Lawson Conner, its specialist UK regulatory hosting and outsourced compliance business.