T Rowe Price
Scott Keller has been promoted to head of Global Investment Management Services, Europe Middle East and Africa (Gims Emea) from 1 January 2019.
Gims Emea is the organisation responsible for T Rowe Price’s institutional and intermediary business.
Currently head of Gims Asia Pacific, Keller joined from UBS in 2014, where he was head of Pan Asia accountable for building the institutional and intermediary businesses.
Nick Trueman will succeed Keller as head of Gims Asia Pacific. Currently head of the Asia ex Japan institutional business and a member of the Asia Pacific executive committee, Trueman has 17 years of investment industry experience, 10 of which have been with T Rowe Price.
Elsie Chan, currently head of Gims Asia ex Japan intermediaries, will take on a newly created role of head of Gims Asia ex Japan, to be responsible for the institutional and intermediary businesses in the region.
Old Mutual Global Investors
OMGI, which will rebrand as Merian Global Investors in autumn 2018, has made several hires across its UK equity and fixed income desks.
Claudia Ho has joined as UK equity analyst on the UK small- and mid-cap (SMID) team. She will be responsible for research into, and the production of, investment views on specific sectors, including detailed understanding of companies. Her research will lead to new idea generation and appraisal of existing holdings for the award-winning desk.
She will report to the head of UK SMID team, Dan Nickols.
Ho joins from Pelham Capital, a long/short European focused investment firm, where she worked as an equity analyst.
Two recent hires have also been made within the fixed income team. Patty Cao joins as assistant portfolio manager and Przemyslaw Pietraszek joins as credit analyst.
Cao, who reports to Delphine Arrighi, the lead manager of the business’s two emerging market debt funds, will be conducting sovereign credit analysis, providing trade recommendations on countries under coverage and assisting with portfolio construction.
Pietraszek, who reports to Lloyd Harris, lead credit fund manager, will review individual investment grade and high-yield companies, and will develop investment ideas for implementation in fixed income portfolios. Prior to OMGI, Pietraszek worked as associate analyst at Moody’s Investors Service and spent two years as a portfolio management analyst at Kulczyk Holding, part of Kulczyk Investments Group.
Harwood Wealth Management
UK-based financial planning and discretionary wealth management business Harwood has named Gillian Davies as interim chief financial officer. She joins the board with immediate effect.
Davies replaces Nick Bravery who will step down from the board on 31 October 2018, before assuming the position of company secretary on 1 November.
She brings with her over 14 years’ experience as a finance director across listed and private businesses.
Single Financial Guidance Body
The UK’s Single Financial Guidance Body (SFGB) will come into existence in October 2018 and bring together the services currently delivered by the Money Advice Service, the Pensions Advisory Service and Pension Wise.
Ann Harris, chair of the Pensions Advisory Service, and Mike Dailly, a non-executive director of the Money Advice Service, will be appointed to the SFGB for a period of two years. Both will remain in their current roles.
Dailly has been a non-exec director with the Money Advice Service since April 2015. He was previously a member of the Financial Conduct Authority’s financial services consumer panel from 2009 – 2015.
Harris is the chair and a non-exec director of the Pensions Advisory Service. She previously worked for 40 years as a civil servant, latterly holding senior civil service roles in finance and programme management.
