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Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others

Editorial Staff

9 January 2026

Tyndall Investment Management
a boutique wealth and fund manager, has appointed Josephine Fay (pictured) as head of private client distribution. Her appointment will reinforce Tyndall’s commitment to fostering strong partnerships with law firms, accountancy practices and intermediaries, the firm said in a statement.

Previously, Fay led the distribution channel for professional services at RBC Brewin Dolphin, where she developed relationships with intermediaries, including law firms, accountancy practices and family offices. Prior to this, she was a director of business development at Close Brothers Asset Management.

Fay started her career as a solicitor, practising latterly at Farrer & Co LLP, where she advised private clients on complex matrimonial disputes, often with an international element. 

Allspring Global Investments
™, a global independent asset manager with $629 billion in assets under management and advisement, has appointed Andrew Epsom as head of insurance – international. Based in London, he will report to Catherine McLaughlin, head of Institutional – UK, Ireland and the Netherlands.

In this newly-created role, Epsom will lead Allspring’s international (ex US) insurance efforts, guiding the strategy to expand the company’s footprint across global insurance markets. He will be responsible for driving strategic engagements that address the unique regulatory and investment needs of insurers, as well as building new relationships and liaising with international teams to develop Allspring’s existing international insurance base.

Epsom has held senior positions at Mercer, Royal London Asset Management and Willis Towers Watson, where he led strategic initiatives across insurance investment and business development. A fellow of the Institute of Actuaries, Epsom earned a bachelor’s degree in mathematical statistics and operational research from the University of Exeter and completed the Investment Management Programme at the London Business School.

7IM
has appointed two former Cazenove Capital portfolio directors, James Hall and Daniel Curtis as investment directors.

The men will work in Rathbones’ Investment Management division, supporting independent financial advisors, private clients, trusts and charities.

With more than 25 years’ experience, Hall is a Chartered Fellow of the Chartered Institute for Securities and Investments (Chartered FCSI) and is a specialist in structured products, which he led at Cazenove. He worked at Cazenove for 18 years in private client portfolio management; Previously, he worked for Schroders and BNY Mellon.

Curtis, also a Chartered FCSI, manages investment portfolios for private clients, trusts, and charities. He has worked at Cazenove for nearly 12 years in a range of senior portfolio management roles. Curtis started his career at Brewin Dolphin as an assistant investment manager in its Newcastle office.

Impax Asset Management
has appointed Stuart White (pictured below) as executive director, Business Development, effective 2 January.

Stuart White

In this newly-created role based in London, White will be responsible for co-ordinating the company’s strategy and business development, initiating and managing client partnerships and leading the evolution of Impax’s systematic equities commercial strategy. White reports to Impax’s founder and chief executive, Ian Simm, and will sit on Impax’s management committee.

Prior to Impax, White spent the last five years as chief executive officer, UK, at HSBC Asset Management leading a business unit with circa £150 billion ($202.6 billion) of assets under management. During his 15-year career at the company he served in a number of roles, including chief executive officer, International; global head of strategy, M&A and chief of staff; and head of UK Institutional. Previously he held senior business development positions at Insight Investment and Threadneedle Investments. White is a non-executive board director of the National Employment Saving Trust Corporation (NEST), the UK government’s workplace pension scheme.

“Stuart is an impressive professional, with proven experience in driving profitable business growth and developing strategic partnerships across both institutional and wholesale client segments,” Simm said. “His background also makes him an ideal leader to spearhead our strategy to grow our systematic equities product suite, an area where we are seeing increasing interest from clients.”

Founded in 1998 and with £26.1 billion of assets under management and about 100 investment professionals within listed equities, fixed income and private markets, Impax says it is one of the largest specialist investors focused on the transition to a more sustainable economy.

St James’s Place
London-headquartered , the global asset management business of Aviva, has appointed James Southern as business development director within the firm’s UK Wealth team, based in London. He will report to Jerome Nunan, head of UK Wealth.

This is a newly created role and follows on from the appointments of Hayley Randall (head of UK Advisory Distribution) and James Clark (strategic partners director) in 2025, the firm said in a statement.

Southern, who has more than 25 years of experience in the investment sector, will oversee the firm’s relationships with discretionary clients, helping the business raise its profile with UK-based discretionary fund managers, private banks and family offices.

Previously, for the past seven years, he was head of financial institutions at UBS Asset Management. He was a sales director at both Mirabaud Asset Management and Sanlam FOUR Investments; he has also held various positions at Allianz Global Investors, Legg Mason Investment and Fidelity Investments over the course of his career.

StateSquare Capital
Singapore-headquartered , a private equity firm, has appointed Jonathan Ma as a partner to lead its European business. He will also become a member of StateSquare Capital’s investment committee.

Ma, who has 18 years of private equity experience, was previously a partner at Inflexion Private Equity, where he spent the past decade investing in mid-market businesses across Europe. During his time at Inflexion, Ma worked closely with entrepreneurial founders and management teams across a variety of sectors, supporting the development and international expansion of high-quality businesses through buy-and-build strategies and long-term value creation initiatives.

At StateSquare Capital, Ma will be responsible for building and leading the firm’s European investment platform, sourcing and executing new investments, and supporting portfolio companies in scaling their operations globally. As an investment committee member, he will also play a key role in shaping the firm’s overall investment decisions and strategy.