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Who’s Moving Where In Wealth Management? – Oak Group, Fladgate, 7IM, Others

Editorial Staff

4 September 2024

Oak Group
Stuart Dowding has joined international funds, private client and corporate services provider, the (7IM)] has just expanded its board with the appointment of Elizabeth (Libby) Chambers as independent non-executive director (INED).

Chambers has more than three decades of executive and board-level experience. Her career has spanned financial and professional services, strategy, digital transformation, product innovation and marketing. She has also served large public and private companies in the UK, US and internationally, the firm said in a statement. Chambers will split her time between the US (Colarado) and London.

In her new appointment, Chambers will bring insights to 7IM’s plans to continue the development of its platform. The appointment forms part of 7IM’s growth plans and commitment to innovation of its platform technology, following investment into the business by Ontario Teachers’ Pension Plan earlier this year to acquire a majority stake. Ontario Teachers' is a global investor with net assets of $255.8 billion, and offices in Hong Kong, London, Mumbai, San Francisco, Singapore and Toronto.

Chambers appointment follows a series of hires by 7IM this year, with further recruitment underway to bolster 7IM’s growth plan. See more commentary here.

Markland Hill Wealth
Northwest based IFA has added to its team: Walter Simpson, Nick Cronin and Ian Massey.

Simpson has joned from HCI Financial Services in Hawarden. Cronin, recently joined from Prosperity Wealth – part of Fairstone Financial Management, based in Birmingham. Ian Massey, who is joining from Crosby St James’s Place as a partner firm Cockbain & Associates, specialises in advising medical professionals with all aspects of financial planning. He has almost 20 years’ experience.

Markland Hill Wealth, which operates as an independent financial advisory firm, has its head office in Waterloo, Merseyside.