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Who's Moving Where In Wealth Management? – Edmond De Rothschild, Fidelity International, Lincoln

Editorial Staff

4 April 2024

Edmond de Rothschild Asset Management      
, an investment management services provider, appointed Dr Ilga Haubelt this week as head of equities, Europe.

Based in London, Haubelt will lead Fidelity’s European-based equity investment team, driving investment performance and identifying opportunities for building out new strategies to create the best outcomes for the firm's clients.

In line with Fidelity’s commitment to sustainable investing, Haubelt will also ensure that sustainability principles are deeply integrated into the equity investment process, in close collaboration with Fidelity’s global investment research team, the firm said in a statement.

Haubelt is joining from Newton Investment Management, where she was most recently head of equity income and senior portfolio manager, the firm added. She has close to 20 years of experience in financial services, including ten years leading global equities teams. She worked for Union Investment Privatfonds and Deka Investments in Germany before moving to London in 2019. She began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist, the firm said.

The news follows the recent appointment of Marty Dropkin as head of equities, Asia Pacific at Fidelity, who, along with Haubelt, reports to Andrew McCaffery, global CIO. 

Fidelity International, which offers investment solutions, services and retirement expertise to its customers, operates in more than 25 countries and has $665.2 billion in total assets. Clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Lincoln
, based in central London, has appointed former Barclays senior figure Tom Braithwaite as a partner and advisor. He has over 15 years of wealth management experience.

Prior to this role, Braithwaite was a director and co-founder of the financial institutions group at Barclays Wealth Management. In that role he advised individuals and their families from the investment banking, hedge funds, private equity and venture capital, and insurance sectors.