Zurich
The insurer has made several changes to its executive board and global c-suites.
The global business platforms will be headed by current Apac chief executive Jack Howell, effective from 1 January 2021.
Ping An Technology top boss Ericson Chan will lead the planning, development and operation of the technological functions and online ecosystem, as the group chief information and digital officer.
Kathleen Savio, current chief executive of North America, will take on the newly created role of group chief transformation officer from 1 January 2021.
Kristof Terryn will succeed Savio in the c-suite role; he is currently chief operating officer.
Tulsi Naidu will take over as Apac chief executive, after leading Zurich’s UK business for the past four years.
Lastly, Laurence Maurice joins the insurer in the top job for LatAm; she previously held a similar role for Allianz covering Spain and southern European.
Hargreaves Lansdown
Head of research Mark Dampier has left Hargreaves Lansdown.
He was the architect of the firm’s Wealth 150 list and a champion of the Woodford Equity Income Fund before it was suspended in June 2019.
Dampier said, however, that he will be back from time to time to “share his thoughts” with Hargreaves’ clients.
Transact
The co-founder of platform Transact, Ian Taylor, is to retire after more than two decades at the firm.
He will step down as an executive director from 26 February 2021.
Quilter International
Hugh McGrenra, head of high net worth distribution, will leave the business in October 2020.
He is currently based in Dubai and is looking for the next chapter in his career, according to a recent post on LinkedIn.
Tilney Smith & Williamson
Newly merged UK wealth management firm Tilney Smith & Williamson has hired John Bunch as chief commercial director for financial services.
He will relocate to the UK from the US, where he spent 30 years in financial services.
Most recently, he was chief operating officer and executive vice president of Edelman Financial Engines.
Edentree Investment Management
Responsible and sustainable investment firm Edentree has recruited Andy Clark as chief executive.
He joins from HSBC Global Asset Management where he held the top job for the last eight years.
Clark will succeed Sue Rond, deputy chair, who has been working as acting chief executive.
Manulife
Canada-based Manulife board member Rona Ambrose has resigned.
She has accepted a full-time employment position, details of which were not disclosed.
Beaufort Financial
Financial advisory firm Beaufort Financial has named Gwilym Lloyd Jones as director of its north Wales firm, Beaufort Financial St Asaph & Chester.
He takes over from managing director and founder Stephen Lyth, who is set to retire after 38 years in the financial planning sector.
Jones was previously at Sanlam where he served for over 10 years and was most recently a senior financial planner.
Barnett Waddingham
David Stoddard has become Barnett Waddingham’s chief operating officer.
He succeeds Jane Galvin, current partner, who is retiring at the end of 2020 after spending over a decade at the company.
Stoddard joins the provider of actuarial, administration and consultancy services from independent technology consultancy Baringa Partners, where he led the life and pensions team.
Succession Holdings
Independent wealth management and financial planning business Succession Holding Jersey has appointed Patrick Gale as non-executive chairman.
He has over 30 years’ experience in financial services including several non-executive and advisory roles, as well as c-suite positions.
