Five months after GWM was sold to a private equity vehicle managed by Skybound Capital, the firm has strengthened its investment committee with one hire and two appointments.
Jonathon Curtis will become head of investment research when he officially joins GWM, previously known as Guardian Wealth Management, in September.
He “cut his teeth at Hargreaves Lansdown, where he was heavily involved in their ‘Wealth 50’ recommended funds list”, the company said.
Most recently, he held a broad role overseeing investment analysis for the global sector.
Based in Geneva, Curtis will provide support to advisers across the GWM Group.
Investment committee
Theodore Qi Shou, group chief investment officer, and Jabir Sardharwalla, group chief investment strategist, have also been appointed to the GWM investment committee.
Shou started his financial services career at HSBC, where he was mostly involved in manager selection and portfolio construction.
He also has experience in managing multi-asset portfolios for individual clients and family offices.
Sardharwalla previously worked for Hasma Capital Advisors and Punter Southall Financial Management as chief investment officer.
A GWM spokesperson said: “The investment committee, which comprises of senior management from various areas of the business and company directors, was set up to ensure that the range of wealth management solutions GWM offers to clients are, on an on-going basis; robust, capable of delivering investment returns over the longer term for an appropriate level of risk and represent value for money for clients both in terms of the management and administration of their investment portfolios.
“The committee takes the responsibility of portfolio building away from the individual adviser, liaises with discretionary fund management partners on a regular basis, determines and reviews the framework for due diligence of external investment managers and overseas the relationships with all external investment managers.”
