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PEOPLE MOVES: Aegon, ATS, CII, Zedra, Lombard Odier

5 Jan 17

Aegon announces the departure of its UK platform czar following its buyout of Cofunds as Alliance Trust Savings hires an ex-Prudential consultant to the newly-created role of chief operating officer. Zedra appoints a new head of its London office, while on a more tragic note Columbia Threadneedle confirms the death of global equities manager Stephen Thornber.

Aegon announces the departure of its UK platform czar following its buyout of Cofunds as Alliance Trust Savings hires an ex-Prudential consultant to the newly-created role of chief operating officer. Zedra appoints a new head of its London office, while on a more tragic note Columbia Threadneedle confirms the death of global equities manager Stephen Thornber.

Aegon

Aegon UK platform strategy director Lou Macari will leave the company in May following its acquisition of Cofunds.

The deal to buy Cofunds for £140m was completed on 1 January, with the insurer confirming that it is now well on its way to becoming a “fully-fledged platform business”.

Macari joined Aegon in 2012 after working with Axa Wealth for eleven years. He was involved in the launch of Aegon’s direct to consumer proposition Retireready.

A spokesman for Aegon said he will leave the business on 3 May, but will be out of the office after 31 January.

The spokesman added that Macari had helped build Aegon’s platform over the last five years.

In another reshuffle, Aegon has appointed Andy Coleman, previously Cofunds commercial director, to the newly-created role of managing director of retail.

Coleman will be responsible for leading the distribution functions for both Cofunds and its direct platform Investor Portfolio Service, and Aegon UK.

Coleman will manage a 167-strong sales team. An Aegon spokesman said the large team would leverage the company’s scale in the platform market.

Alliance Trust Savings (ATS)

Platform Alliance Trust Savings (ATS) has appointed a chief operating officer from Prudential.

Allison Fower, previously platform and proposition consultant at Prudential, has been hired for the newly-created role at ATS.

Fower has also held the position of head of wealth and pensions at CGI, along with various roles at Standard Life Assurance, including head of strategic initiatives.

She will take charge of Alliance Trust’s operations, change & IT and proposition functions.

ATS has also appointed Lee Badger as head of intermediary sales.

Badger will work alongside commercial director Ed Carey to grow the number of advisers who use the platform.

He joins following six years at Axa Life Invest where he most recently served as UK sales director.

Chartered Insurance Institute

John Bissell has been named as the new chief operating officer of the Chartered Insurance Institute (CII).

Bissell commenced his new role on 3 January.

Prior to this, Bissell was a senior vice president at the not-for-profit Association for Cooperative Operations Research and Development (Acord), where he was responsible for global operations and development.

In his new role at the CII, Bissell will be responsible for the business operations, customer service, IT, finance and facilities functions of the professional body, and has joined the CII’s board of directors.

Zedra

Zedra, the independent specialist of corporate, trust and fund services, has hired David Inglesfield as managing director for its London office.

Previously, Inglesfield held the post of regional director for the Asiaciti Trust group, where he was responsible for leading the development of the Singapore based Asiaciti Trust’s business in Europe, where he positively built a strong portfolio of clients, prior to his current appointment.

Inglefield has also held regional directorships at both Standard Chartered Private Bank and Barclays Wealth, which he joined as an international graduate in 1986.

Pages: Page 1, Page 2

Tags: Aegon | CII | Lombard Odier | Zedra

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.