Who's Moving Where In Wealth Management? - IQ-EQ, iM Global Partner, Others

Editorial Staff

14 July 2021

IQ-EQ
Investor services group , the investment group with $80 billion in assets under management, has named Mark Miller as its head of the UK business, taking over from Mark White as of 1 July. The change is subject to regulatory clearance.

Miller joined LGT Capital Partners in June 2020 as head of UK business development from Federated Hermes – International where he was head of global client group. He has previously worked in senior business development roles at Amundi, Blackstone Alternative Asset Management and Fidelity International.

White joined the firm in 2008 as general manager for the London office and CEO of LGT Capital Partners (UK) and has helped oversee the growth of LGT Capital Partner’s London team and client business. He will continue to provide advice to the board and management of LGT Capital Partners (UK) Limited.

Based in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Vaduz, Frankfurt am Main, Dubai, Beijing, Hong Kong, Tokyo and Sydney. (It should not be conflated with LGT, the Liechtenstein-based private bank.)

Rothschild & Co
has named Mike Allen as a senior advisor to its wealth management business, based in Guernsey. This is the third Rothschild & Co hire in Guernsey in recent weeks, following the appointments of Justine Walley and Nathan Long as client advisors earlier in the month.

Allen has more than 35 years’ experience in wealth management, corporate and investment banking. He has held a number of key senior positions during his almost 25 years with the SG Kleinwort Hambros Group, where he established its wealth management business in Guernsey; was executive director and head of wealth management across Jersey, Guernsey and Gibraltar; CEO of the Channel Islands business; and, most recently, chairman (Jersey) and non-executive director (Gibraltar).