Print this article
Who’s Moving Where In Wealth Management? – Canaccord Wealth, Charles Stanley, Ocorian
Editorial Staff
31 July 2025
Canaccord Wealth Keen, an experienced business development professional, who has almost 20 years’ industry experience, is joining from Charles Stanley where he spent six years providing tailored solutions to intermediaries. Prior to that, from 2008, he was with Scottish Widows, where he focused on promoting pension propositions to the intermediary community. At Canaccord Wealth, Keen will be covering the Southeast of England, the firm said in a statement. Clark, who will be responsible for the East of England at Canaccord Wealth, brings a track record in intermediary distribution. He is joining from investment platform group Wealthtime, where he served as regional sales manager supporting advisory firms across the region. Before that, he spent several years at Canada Life in a variety of sales positions, deepening his expertise in investment and retirement solutions, the firm continued. Charles Stanley Amanda Hallam, Lee Jones and Charlotte Woodward each bring a wealth of experience across the financial services industry. They will be responsible for developing new and existing relationships with independent financial advisors in the UK, introducing them to the range of Charles Stanley propositions including bespoke discretionary fund management, model portfolio services (MPS), AIM IHT and its range of multi-asset OEICs, all designed to help deliver good customer outcomes. Hallam previously worked at Multifonds-Temenos as regional sales manager for funds. Before that, she served in senior roles at Investec, St James’s Place and JP Morgan. Woodward is joining from EdenTree Investment Management, where she spent four years as regional sales manager, following business development roles at James Hay Partnership and Verbatim Asset Management. In their new positions, both Hallam and Woodward will cover London and the South, reporting into Tom Hawkins, head of intermediary sales and strategic partnerships (South), the firm said in a statement. Lee Jones previously worked at Morningstar as business development manager across its MPS and multi-asset solutions. Prior to this, he was head of intermediary sales at Arbuthnot Latham. Jones will cover the North of the UK, reporting to Paul Measures, head of intermediary sales and strategic partnerships (North). Ocorian He brings nearly 20 years’ experience in senior business development roles which included founding his own business and running a global sales team with representatives in the UK, Guernsey, Luxembourg and South Africa. His most recent role was chief revenue officer at Cleveland & Co and before that was director of business development at global advisory, administration and family office firm, Maitland. He founded Strohl UK which he set up to sell and support Strohl Systems software products in the UK, the firm said.
UK wealth manager , with assets under management of £35.2 billion ($46.7 billion), has appointed Matthew Keen and Michael Clark as it expands into the Independent Financial Advisor (IFA) market.
UK wealth manager has bolstered its intermediary sales team with the appointment of three new business development managers, marking a new phase of growth for the 11-strong team.
, a specialist in asset servicing for private markets and corporate and fiduciary administration, has recruited Craig Rowland as commercial director as it strengthens its funds team in London.