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Who's Moving Where In Wealth Management? – Nucleus, Ocorian, ThomasLloyd
Editorial Staff
5 August 2022
Nucleus Financial Platforms Group Regan, who is starting on 12 September, will take over from Stuart Geard, CFO of Nucleus Financial, and Gavin Howard, CFO of James Hay. Howard and Hay, who have led these businesses for 10 and five years, respectively, have decided to step down. Ocorian
UK-based , administering around £48 billion ($58.5 billion), has appointed former BGLi chief financial officer Mike Regan (pictured) as its new CFO. BGLi is a UK digital insurer.
At BGLi, Regan held the CFO slot for three years, and prior to this, he worked at Royal Bank of Scotland for almost a decade. As part of his time there, he was finance director for Coutts. A chartered accountant by profession, he has worked at PwC, UBS, HSBC and West LB.
, a specialist impact investment solutions provider, advisor and asset manager, has hired Marc Fischer as managing director, head of corporate, wholesale and institutional marketing.
In this newly-created role, Fischer will be responsible for overseeing the firm’s marketing activities across professional and institutional investors globally, the firm said in a statement this week. Based in Zurich and starting in August, he reports directly to chief executive Michael Sieg.
Fischer was previously at Fidelity International in Zurich where he spent four years, most recently as head of marketing Switzerland, Austria and CEE. Prior to that, Fischer served in several senior roles at Credit Suisse over his seven-year tenure at the group, most notably as global head of marketing of Credit Suisse Asset Management.
Welcoming the appointment, Sieg said: “With a proven track record working with global financial institutions and engaging with a wide range of investors internationally, his experience will directly support our mission: providing current and new investors with the opportunity to invest and deploy capital where it makes the greatest environmental, social and financial impact.”
ThomasLloyd specialises in impact investing in high-growth and emerging markets across Asia. The firm has financed and invested in real assets across the full life cycle of development, construction, and operation since 2011. Over this time, the business has grown rapidly, diversifying into new markets, and expanding its product offering to reach a wider range of investors seeking to deploy their capital sustainably.
More recently, in 2021, the firm listed its ThomasLloyd Energy Impact Trust (TLEI) on the premium segment of the London Stock Exchange’s (LSE) main market, providing direct access to sustainable energy infrastructure in the fast-growing economies of Asia.