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Who’s Moving Where In Wealth Management – Quilter, Charles Russell Speechlys, Others

Editorial Staff

21 June 2024

Quilter
has appointed Chris Jones as academy director of its Financial Adviser School (FAS).

Jones (pictured) joins from wealth management firm St James’s Place. Most recently, he was head of change and prioritisation, having previously been head of academy for the north.

Jones has over 30 years’ industry experience with a track record of developing businesses, advisors and an advisor academy to support the progression of the next generation of financial advisors.

As academy director, Jones will report to Amanda Cassidy, managing director of Quilter Financial Advisers, and will manage the evolution of the Financial Adviser School during its transition into an academy.

As part of this, Jones will lead on the expansion of the Quilter Financial Adviser School’s current offering through the introduction of a support programme designed to assist graduates as they enter the financial advice profession.

The Quilter Financial Adviser School supports qualification for both Level 4 and Level 6 through industry-recognised programmes. (See an the earlier report of Quilter's new training programme here.)

FAS's recently expanded routes to diploma level qualification provides students with the option to study either part time alongside their current career, or to undertake the full time ‘fast track’ programme which accelerates the time it takes to obtain the required Diploma level qualification to just 16 weeks. To date, more than 500 students have qualified through the school’s programme.

Charles Russell Speechlys
International law firm has appointed Nick King as head of exchange traded funds (ETFs), taking effect in October.

As part of its 2021 to 2025 Strategy, Robeco is planning to expand its investment capabilities with an ETF platform.

King’s experience includes senior roles at Fidelity International and BlackRock, where he specialised in ETF product development, portfolio management, and distribution across various asset classes.

Robeco, a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, has 16 offices worldwide.