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PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS

By Robbie Lawther, 19 Oct 22

CEO to retire from investment firm, as advice group names chief technology officer

Hargreaves Lansdown

Chief executive Chris Hill has decided to retire from the investment firm.

Hill has served as chief executive since April 2017.

The Hargreaves Lansdown board is undertaking a “thorough and extensive search for his successor”.

Hill will remain in role until his successor joins the company and to allow time for a handover up to November 2023.

Schroders Personal Wealth

The advice firm has appointed Graham Bastin as chief technology officer.

He joins from Barclays Bank, where he held several roles including chief information officer.

UBS Global Wealth Management

Patrick Busse has been named as co-head of global financial intermediaries in Asia Pacific at the global wealth manager.

Busse will serve as co-head alongside Markus Haeny, who is currently based in Singapore, but will be relocating to Hong Kong on 1 January. Busse is based in Singapore.

He joins from Swiss rival Credit Suisse, where he spent more than a decade and was most recently team head of external asset management (EAM) for Singapore. He started his career at Credit Suisse as an EAM investment adviser, based in Zurich.

RBC Brewin Dolphin

The wealth manager has hired Joss Mitchell as wealth director – divisional director, according to his Linkedin profile.

Mitchell joins from Gam, where he was head of wealth management UK.

Evelyn Partners

The wealth management and professional services group has bolstered its professional services team in Birmingham with the appointment of Matt Hughes as private client tax partner.

Hughes joins Evelyn Partners from PwC, where he worked for the last 12 years, latterly as director.

Cazenove Capital

The UK wealth management arm of Schroders has appointed Rebecca Constable as a portfolio director for Buckinghamshire, Berkshire and Oxfordshire.

Prior to joining Cazenove Capital, Constable spent the last 13 years at Kleinwort Hambros as director.

P1 Investment Services

Shaun Drew has been hired as a relationship manager in the platform team at the investment firm.

He joins from insurance firm The Exeter, where he was a telephone account manager.

Artorius

The wealth manager has recruited Ben Roberts as a client partner.

Roberts has worked in wealth management for the last 20 years and has held positions at Brown Shipley Private Bank, Brooks Macdonald and Tilney investment Management.

Nucleus Financial

The adviser platform group has named Judith Davidson and Richard Hoskins as independent non-executive directors.

Davidson is the former chief operating officer and executive director of IntegraFin, which owns and operates investment platform Transact.

Hoskins has experience as a non-executive director at Liberty Mutual, Aztec and BGL Group, and as a senior executive at Hastings, Aviva, AIG and Old Mutual.

In addition, remaining on the board and as chair of the risk committee, Kathryn Purves will also now take on the role of senior independent director.

Purves served as chief executive of IFG, the listed financial services parent company of what was James Hay Partnership and Saunderson House.

Tags: Brewin Dolphin | Cazenove | Evelyn Partners | Hargreaves Lansdown | Nucleus | RBC | Schroders | UBS

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.