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Who’s Moving Where In Wealth Management? – Oakglen Wealth, Stonehage Fleming IM, Others
Editorial Staff
2 July 2024
Oakglen Wealth Stewart is also a director of Oakglen Wealth Limited in the UK and a member of the central investment committee. With more than two decades of experience in wealth management and private banking, he was one of the founding members of Oakglen Wealth in 2016. He has also served in senior roles at Credit Suisse, HSBC and Santander Private Banking. Stewart is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments. He advises high net worth and ultra-high net worth private clients, as well as family offices, charities and trustees. “Allan has demonstrated his leadership skills in abundance during his time as a director and he has our full confidence as he takes on the management of our thriving Jersey business,” Jamie Crawford, group head of Wealth Management at Oakglen Wealth, and co-CEO of Oakglen Group said. Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe, and North America, focusing on real estate, private equity, and financial services. The group is responsible for assets exceeding £1 billion ($1.26 billion). Stonehage Fleming Investment Management With more than 10 years’ investment industry experience Naidu (pictured), was previously a senior global equity analyst and co-fund manager at Melville Douglas Investment Management. Based in London, Naidu, whose particular expertise is in consumer and industrial, amongst other sectors, will report to head of Global Equity Management Gerrit Smit. RWK Goodman Lim, who joined Arkaim earlier this month, brings 16 years’ investment experience to the team, the firm said in a statement. Her most recent role, from 2018, was senior credit analyst at Ninety One. Prior to this, she served in a similar role at Morgan Stanley and was global emerging markets corporate research associate and credit strategist at JP Morgan Chase between 2008 and 2012. Lim will work as part of Arkaim’s five-strong credit team led by CIO, Dimitry Griko. The team has a six-year track record of managing the Emerging Markets High Yield Corporate Debt Fund, which has returned 59.84 per cent since its inception in March 2018 to May 2024. Arkaim Advisors provides investment and research expertise within the emerging markets corporate credit universe. It helps clients access absolute return opportunities in high yield corporate credit and distressed debt where deep due diligence and rigorous scrutiny can yield significant alpha.
, an independently owned wealth manager with offices in Jersey and London, has appointed Allan Stewart as managing director of its Jersey business.
(SFIM) has appointed Prandhana Naidu as a senior equity research analyst within the flagship £3.8 billion ($4.8 billion) Global Best Ideas Equity Strategy (GBI).
, an emerging market corporate debt specialist, has bolstered its investment team with the appointment of Juliet Lim as senior credit research analyst.