Zurich
Conny Kalcher has been named Zurich’s chief customer office to lead the newly created department.
She will take on the role from 1 July 2019 and will be responsible for customer experience across the organisation.
Kalcher joins from MindFolio, an innovation and analytics consultancy firm based in London and Chicago, where she was partner. She also held senior positions at the Lego group between 1999 and 2018.
Quilter/Financial Adviser School
Darren Smith, the head of the Financial Adviser School has resigned after nearly six years with the business.
Scott Stevens, the recently appointed director of adviser recruitment and acquisition will succeed him.
Smith will move onto the consultancy industry focusing on the voluntary sector to support financial education.
Money and Pensions Service
Only two months after the Money and Pension Service, the UK guidance body on access to financial information, was formed, its chief executive has resigned.
John Govett had to leave the top job due to an impending family relocation, preventing him from committing long-term to the service.
Caroline Siarkiewicz, the current partnerships and commissioning director has been named acting chief executive effective from 14 June, while the service looks for a replacement.
Stonehage Fleming
The UK-based independent family office has expanded its US team.
Darrell King joins the Philadelphia office as global business development director effective immediately.
King was previously head of intermediary relationships (USA) at the Royal Bank of Canada.
Kingswood
Rob Suss has been hired to join the wealth management firm’s board.
Currently the co-chief executive of UK Agricultural Finance and co-founder of Global Tower Solutions, he joins the board as a non-executive director with immediate effect.
Suss retired from his previous role of managing director at Goldman Sachs where he was for 18 years.
Brown Shipley
The wealth planning and investment management firm has appointed Rory Tapner as chair of the board of directors.
He joins with immediate effect and will work alongside the current chair, David Rough who will remain a director, until the end of August 2019.
Tapner was the former chief executive of Coutts and held other senior positions at UBS.
Ocorian
The fiduciary services provider has expanded its Luxembourg team with two senior appointments.
Graham Dew has been named head of depositary services, while Yves Cheret has been hired as executive director – authorised manager.
Dew has 30 years’ experience between London and Luxembourg and has worked for Ermitage, Rothschilds, JP Morgan and Vistra.
Cheret has worked in the alternative investment sector for over 10 years.
Equilibrium
Chris Brindley joins the asset management firm as a non-executive director.
He is the former managing director of Metro Bank and NatWest and was also the chair of GreaterSportMachester for 10 years.
He is also a non-executive director of the Rugby Football League.
BMO Global Asset Management
The asset management company has named Cristiana de Alessi a portfolio manager in the global rates team.
She will focus on local fixed income across emerging markets.
She joins from BNP Paribas Asset Management where she was an emerging market local fixed income analyst.
Deutsche Bank Wealth Management
The wealth management arm of the German bank has made two senior hires in the UK.
Piers Harris and Roddy Boulton join the firm as relationship managers. They will also be managing directors based in London.
Both Harris and Boulton were previously at Credit Suisse UK as senior relationship mangers.
