The Investing and Saving Alliance (Tisa)
David Dalton-Brown will step down as chief executive of the cross-industry financial services membership body.
He will leave for family reasons after five years at the helm of the organisation and 13 years at Tisa in total.
Tisa Group’s operations will now be focused into two streams, with the creation of two advisory boards: one for the traditional membership business unit, which includes Tisa’s strategic, policy and events work, and one for the rapidly growing digital business unit, which includes Tisa’s digital initiatives and Tisa Delivery Entities (TDEs).
Both will be overseen, as currently, by the Tisa Group board.
Carol Knight, currently chief operating officer at Tisa, will take over as chief executive of the Tisa traditional membership business unit, and Harry Weber-Brown, digital innovation director at Tisa, will become chief executive of Tisa’s digital business unit.
Gary Bond remains chief executive of TDE, TISAtech and TURN.
Tony Stenning remains as chairman of Tisa Group, with oversight of all of Tosa’s workstreams, entities and policy pillars.
Knight and Weber-Brown will act as co-chief executives of Tisa Group and sit on the Tisa Group board.
Charles Stanley
The wealth manager has hired Dan Ellis as director of investment management services (IMS) in London.
Prior to joining Charles Stanley, Ellis worked as a senior consultant advising on projects for wealth management businesses such as Tilney Smith & Williamson.
Nuveen
The asset manager has named Saira Malik as chief investment officer.
She joined Nuveen in 2003.
Mediolanum International Funds Limited (MIFL)
The European asset management platform of Mediolanum Banking Group has appointed Luca Matassino as chief business officer.
Most recently, Matassino was head of sales at Eurovita Spa, an independent life insurance company owned by Cinven.
FinoComp
The software development company owned by Bravura Solutions has promoted Mike Baker to the role of managing director.
He was head of product.
Ray Tubman will continue as a special adviser at Bravura supporting the transition process during the first half of this year before stepping down in June 2022.
Franklin Templeton
Anne Simpson has been named as global head of sustainability.
She joins the firm from the California Public Employees Retirement System (Calpers), where she served as managing investment director for board governance and sustainability.
Citi
The banking group has named Li-Gang Liu as Asia Pacific head of economic analysis for its wealth arm.
Prior to this role, Liu was Citi research’s chief economist for China from 2016.
Brewin Dolphin
The UK wealth manager has promoted current investment director Janet Mui to head of market analysis.
She will continue curating market insight updates to help develop and grow Brewin Dolphin’s relationship with advisers across the 32-office network.
Robeco
The asset manager has named Thu Ha Chow to the newly created role of head of fixed income Asia.
Prior to joining Robeco in 2022, Chow was portfolio manager and Asia strategist at Loomis Sayles & Co.
