PEOPLE MOVES: Zurich, MBMG, Close Brothers

PEOPLE MOVES: Zurich, MBMG, Close Brothers

A Zurich stalwart has been hired to the Middle East to head up the life insurer’s retail distribution team, while Bangkok-based advisory firm MBMG announces a departure. Close Brothers appoints a new business development director, who will work closely with UK advisers.

Published : 1, Dec 2016
PEOPLE MOVES: StanChart, FPI, Aviva

PEOPLE MOVES: StanChart, FPI, Aviva

Standard Chartered’s Asean and south Asia chief executive has stepped down with immediate effect. Friends Provident International has appointed a regional sales director for Singapore, while Aviva has hired a tech industry heavy hitter for a new communications role.

Published : 29, Nov 2016
PEOPLE MOVES: BlackRock, Lombard Odier, Moore Stephens

PEOPLE MOVES: BlackRock, Lombard Odier, Moore...

After 11 months of musical chairs, things quietened down this week. A BlackRock veteran is to depart the company and possibly the industry. Lombard Odier has appointed a head of independent asset managers, while Moore Stephens has named a chief executive for Jersey.

Published : 24, Nov 2016
PEOPLE MOVES: Julius Baer, US SEC, JP Morgan

PEOPLE MOVES: Julius Baer, US SEC, JP Morgan

Swiss private bank Julius Baer is reportedly hoovering up bankers from the defunct Singapore branch of BSI Bank. The US Securities and Exchange Commission has announced two more resignations, while JP Morgan Asset Management has created a chief executive and country head role in Australia.

Published : 22, Nov 2016
PEOPLE MOVES: Lombard Int’l, Copia, Fortnum

PEOPLE MOVES: Lombard Int’l, Copia, Fortnum

Lombard International Assurance has bolstered its Latin America focus with the appointment of a regional head. Copia Capital Management named a series of appointments as it builds up its team, while Fortnum Financial Advisers has lured its new managing director from ANZ.

Published : 17, Nov 2016
PEOPLE MOVES: US SEC, Zurich, LGIM

PEOPLE MOVES: US SEC, Zurich, LGIM

The list of jobs to be filled by president-elect Donald Trump just got longer after the SEC’s chair confirmed she will step down at the end of the Obama administration. Zurich has named the new chief executive of its UK business, with Legal & General IM making senior appointments in the US.

Published : 15, Nov 2016
PEOPLE MOVES: Zurich, Wren Sterling, Isle of Man FSA

PEOPLE MOVES: Zurich, Wren Sterling, Isle of Man...

Zurich has made two senior appointments as group chief executive Mario Grecco continues building his team. Wren Sterling has named an ex-Aviva man as its new chief executive, while the Isle of Man Financial Services Authority has announced four senior people moves.

Published : 10, Nov 2016
PEOPLE MOVES: Andy Robinson, MetLife, Lombard Odier

PEOPLE MOVES: Andy Robinson, MetLife, Lombard...

Today's people moves column boasts an embarrassment of riches as the industry seems to be getting its house in order before the Christmas break. Former Zurich man Andy Robinson has resurfaced, while MetLife has named a chief executive in Hong Kong. Lombard Odier’s new chief operating officer has left the world of haute couture to delve into financial marketing.

Published : 8, Nov 2016
Liontrust signals global expansion plans with new hire

Liontrust signals global expansion plans with...

Aim-listed funds boutique Liontrust has hired well-known industry figure Ian Chimes from Miton Group to grow its international distribution profile as part of a strategy to reach £10bn (€11.2bn, $12.4bn) in assets under management.

Published : 4, Nov 2016
PEOPLE MOVES: Lombard Int’l Assurance, Lombard Odier, IA

PEOPLE MOVES: Lombard Int’l Assurance, Lombard...

Lombard International Assurance has named a new head of distribution, while similarly named but-not-to-be-confused-with Lombard Odier Investment Managers has brought an entire investment team on board. The Investment Association is on the recruitment hunt for a new chair.

Published : 3, Nov 2016
PEOPLE MOVES: Prudential, Aegon, Deutsche Bank

PEOPLE MOVES: Prudential, Aegon, Deutsche Bank...

Prudential has nabbed its new chief executive of insurance from Aegon, leaving the Dutch insurer to appoint a new chief financial officer. Deutsche Bank has appointed a global head for its alternative funds business.

Published : 1, Nov 2016
Senior adviser quits with team of five to join Holborn Assets

Senior adviser quits with team of five to join...

Dubai-based senior wealth manager Nicholas Thompson has left Finsbury Associates and joined rival firm Holborn Assets as one of its senior partners, along with five new advisers.

Published : 31, Oct 2016
PEOPLE  MOVES: WHIreland, KBI Global Investors, Miton

PEOPLE MOVES: WHIreland, KBI Global Investors,...

WHIreland hires a new wealth planner for its north of England division as KBI names a new senior VP of business development. Miton poaches British Steel’s pension fund manager while a former Punter Southall employees returns to the firm.

Published : 27, Oct 2016
PEOPLE MOVES: Schroders, HSBC Private Bank, Rowan Dartington, Hargreaves

PEOPLE MOVES: Schroders, HSBC Private Bank, Rowan...

Schroders big-wig Robin Stoakley moves on from his role as the asset manager’s head of UK intermediary business as HSBC Private Bank hires a new head for its APAC division. Rowan Dartington poaches former Brewin Dolphin sales guru as platform giant Hargreaves Lansdown appoints a new tech head.

Published : 25, Oct 2016
PEOPLE MOVES: Brooks Macdonald, Principal, Vanguard

PEOPLE MOVES: Brooks Macdonald, Principal, Vanguard...

Brooks Macdonald’s co-founder is to step down as chief executive after 25 years, with his replacement coming from HSBC. Principal Global Investors has named a new head of funds distribution for Asia, while Vanguard has also shuffled its Asian operations, with a focus on China.

Published : 20, Oct 2016
PEOPLE MOVES: Lombard Odier, Manulife, Legg Mason

PEOPLE MOVES: Lombard Odier, Manulife, Legg Mason...

Lombard Odier Private Bank has added six to its roster as the company builds its UK presence. Manulife has announced a promotion in its individual financial products division in Hong Kong, while Legg Mason Global Asset Management has named a business development director.

Published : 18, Oct 2016
SLI announces new team in Singapore

SLI announces new team in Singapore

Standard Life Investments (SLI), the Edinburgh-based asset manager, has announced a new real estate team in Singapore.

Published : 12, Oct 2016
PEOPLE MOVES: BVI Finance, Mercer Jelf, NN IP, Creechurch Capital

PEOPLE MOVES: BVI Finance, Mercer Jelf, NN IP,...

British Virgin Islands (BVI) Finance poaches Jersey Finance’s former business development director as Mercer Jelf announces a new regional leader. NN Investment Partners makes a new appointment to push its alternative platform while discretionary fund manager Creechurch Capital hires an analyst to its investment team.

Published : 11, Oct 2016
PEOPLE MOVES: SLI, UK, Kames, Sun Life, Edge Investments

PEOPLE MOVES: SLI, UK, Kames, Sun Life, Edge Investments...

SLI has hired a new emerging market portfolio manager as UK government hires former Aviva UK chief executive as its older workers tsar. Sun Life in Hong Kong appoints new head for its high net-worth clients (HNW) division as specialist investment house Edge recruits two new industry heavyweights.

Published : 6, Oct 2016
PEOPLE MOVES: Old Mutual, Investec W&I, Axa IM, Neptune

PEOPLE MOVES: Old Mutual, Investec W&I, Axa IM,...

Old Mutual poaches ex-head of Aviva Life UK as its new customer champion czar, while Investec W&I promotes long-running executive for charities Louise Hall. Axa IM announces a casualty of its plan to merge its alternative solutions and structured finance teams as Neptune unveils a whole raft of changes to its US team.

Published : 4, Oct 2016

Sponsored Content

Gulf IFAs face ‘year of reckoning’ as clients turn away
Gulf IFAs face ‘year...

Financial advisers in the Middle East are finding clients...

Malta the ‘big winner’ of UK’s extensive Rops reforms
Malta the ‘big winner’...

Malta will be the "main winner" of HM Revenue & Customs'...

St James' Place doubles adviser numbers in Asia
St James' Place doubles...

St James’s Place has expanded its presence in Asia...

Director of collapsed IFA firm banned after £4m goes missing
Director of collapsed...

The director of a bankrupt UK-based IFA firm, who also...

South Africa considering tax changes to offshore pension funds
South Africa considering...

South African tax authorities may clamp down on the...

OTHER STORIES FROM LAST WORD...