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PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm

By Cristian Angeloni, 24 Jan 23

Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm

Brooks Macdonald

Head of responsible investment Ben Palmer is set to leave the company in March 2023 after more than a decade.

He joined the investment manager in 2011 as a trainee and took on his current role in August 2020.

BW Sipp

Simon Foster will become chief executive of BW Sipp – Barnett Waddingham’s Sipp business – subject to regulatory approval.

He has worked at the company for three years as head of proposition and implementation. Prior to that, he had been with Zurich for 27 years.

Moneyfarm

The digital wealth manager has named dame Jayne-Anne Gadhia as chair.

She is the founder and executive chair of fintech firm Snoop and was the chief executive of Virgin Money between 2007 and 2018.

She is also chair of HMRC and a director at UniCredit.

Now: Pensions

Claire Bowyer has been promoted to deputy chief executive of the pension provider, part of the Cardano Group.

She has been with the group since 2009 and will continue to be group partner, director and general counsel.

Blackfinch

The investment manager has named Nicholas French as chief distribution officer.

He joins from Marlborough Group, where he served as head of adviser solutions and chief executive of the Select platform for three years.

Carey Olsen

The offshore law firm has promoted Alexa Saunders to head of trusts and private wealth in Jersey.

She joined the firm in 2011 and has been a partner within the trusts and private wealth team since 2016.

Nomura Asset Management

Julian Marks has become head of hybrid bonds within the asset manager’s fixed income team, based in London.

He spent the last 15 years at Neuberger Berman where he was the lead portfolio manager for the corporate hybrid bond strategy.

Channel Capital Advisors

The UK fund manager has appointed Bhoomika Kesaria as head of investor relations.

She joins from fintech investor firm Lendable.

Saffery Champness

The accountancy firm has made a series of hires and promotions across its Guernsey and Geneva offices.

Dominic Lawton-Smith joins as trust director from Crestbridge where he led the Cayman private client business.

Additionally, Sally Hunt and Sophie Walden have become senior trust officer and compliance manager, respectively, in Guernsey.

Also in Guernsey, Claire Tersigni and Simon Ricketts have been promoted to trust managers; Lily Simmons and Denise Brehaut to senior trust officers; and Caitlin Le Gallez to people and culture officer.

In Geneva, Alexia Laird and Saskia Scheelbeek have both been promoted to trust officers.

Tellworth Investments

The UK specialist equity asset manager has recruited Jamie Seed as an investment analyst.

Seed was previously at Jeffreries and Numis and specialises in UK large and mid-cap companies.

Tags: Barnett Waddingham | Blackfinch Group | Brooks Macdonald | Carey Olsen | MoneyFarm | Nomura | Saffery Champness

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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.