Who's Moving Where In Wealth Management? – Crestbridge, Foresters Financial, Others

Editorial Staff

24 May 2022

Cresbridge
has appointed Nici Audhlam-Gardiner as UK chief executive, subject to regulatory approval. (The former CEO, Euan Allison, died suddenly last August.)

Most recently, Audhlam-Gardiner was chief commercial officer at OneFamily, and CEO of its Lifetime Mortgages business.

Foresters Financial, which can date its history back to 1874, is a UK-based mutual financial services company with over £5.7 billion funds under management (at end-2021).

CCLA
, which operates in the charity space, has appointed Ben Funnell as head of investment solutions.

Funnell is joining CCLA from Man Group (formerly GLG Partners before the acquisition), where he worked as chief equity strategist and then portfolio manager for equity and multi-asset funds. Prior to this, he was at Morgan Stanley for eleven years as a multi-award-winning European equity strategist; he was also a member of the global asset allocation committee for the private wealth management business.

Funnell, who reports to CCLA’s chief executive, Peter Hugh Smith, will be part of the executive committee. He is taking over from Tim Matthews who temporarily stepped in as interim head of investment solutions in September 2021. Matthews will return to his prior role of director, investments, but with extended responsibilities to include managing CCLA’s cash and property teams, managing the alternatives team, and taking responsibility for discretionary clients' investments.