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Who's Moving Where In Wealth Management? – Close Brothers, Edison Group, FCM

Amanda Cheesley

23 June 2022

Close Brothers Asset Management
, an international equity research and investor relations consultancy, has appointed James d’Ath as its new director of ESG, reflecting the company’s continued expansion. 

D’Ath brings experience drawn from nearly three decades in investments and international equity markets, working across a variety of roles notably at Barclays Wealth, ING and ICAP, the firm said. More recently, he was head of product management at AJ Bell Investments, where he specialised in asset management, research, and new product development. 

Since 2019, d’Ath’s focus has been on green finance and impact investing. He was commissioned in January 2021 by the United Nations Environment Programme Finance Initiative (UNEP-FI) to review the Natural Capital Finance Alliance Advancing Environmental Risk Management project, an initiative to explore natural capital impacts and dependencies, the firm said.

In his new position at Edison, he will play a key role in driving the firm’s ESG solutions for clients, capitalising on his previous experience and expertise, the firm added. He will be the group lead, point of reference and contact for all matters relating to ESG and will be responsible for overseeing all business and product development, product strategy, and communications related to ESG products.  

Jersey-based privately owned and managed trust company has expanded its team with the appointment of three new recruits.

Samantha Flambard, who has more than 30 years’ experience in the industry, is joining the company as director of client services. She brings extensive knowledge of cross-border facilitation and working on structures created for high net worth individuals, family offices, corporations and managed trust companies, the firm added. In her new role, she will lead the client services team.

Urszula Polanska has been appointed as assistant trust manager, with responsibility for her own portfolio of clients. 

Nienke Bouic, who is joining the firm as a compliance assistant, brings 14 years’ experience after working for the Apex Group, assisting various client teams with tax-focused projects. the firm said.

With their combined level of expertise and varied skill sets, the company is now in a good position to meet its strategic growth objectives and deliver the best possible outcomes for its clients, the firm stressed.

Welcoming them to the company, John Wood, managing director of FCM said: “With their combined level of expertise and varied skillsets, the company is in a fantastic position to meet its strategic growth objectives and deliver the best possible outcomes for our clients.’’