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PEOPLE MOVES: Lloyds, Brooks Macdonald, Quilter Cheviot

By Robbie Lawther, 21 Jul 23

Banking group names head of international PB, as wealth manager makes c-suite change

Lloyds Banking Group

Ozlem Gunduz Robinson has been named as head of the international private bank at the group, according to her Linkedin profile.

Robinson was previously global head of wealth for capital markets, credit and advisory at HSBC Global Private Banking.

Brooks Macdonald

The wealth manager has appointed Louis Petherick as group chief risk officer with effect from 4 September, subject to regulatory approval.

He joins Brooks Macdonald from FNZ UK, where he is chief risk officer.

Quilter Cheviot

The DFM arm of Quilter has bolstered its business development teams across the UK.

Adam Davey has joined Quilter Cheviot’s Glasgow office from Royal London, where he was a business development manager.

Ruth Lynch joins the Leicester office from sister company Quilter Financial Planning, having been a relationship manager in the west of the UK.

Meanwhile, Emily Murphy joined the London office from Abrdn in July. Murphy was an associate director of business development and has worked closely supporting national advice firms, advice networks, banks and building societies.

Finally, John Long has joined from the IFA compliance and business support consultancy Threesixty services, where he was head of strategic accounts.

All four will report into David Butler, head of distribution at Quilter Cheviot.

Stonehage Fleming

The international family office has made a series of promotions across its Jersey and Isle of Man offices.

In the Jersey family office division, Bev Stewart has been promoted to Partner. She joined the group as a director in 2020 from Absa Bank Limited in South Africa.

Also, in the Jersey family office division Leigh Driscoll and Monika Osiak Faria have been promoted to associate director, and Larni Sobere to senior associate.

In the Jersey group corporate, legal and tax advisory division, Leanne Stuart has been promoted to associate director.

In the Isle of Man family office division Samantha Andrews, Keri Breadner and Tessa Burrows have been promoted to associate director.

Aon

The global professional services firm has named Maria Johannessen as UK head of investment.

Johannessen was previously investment client leader and investment leader for the London region, having joined Aon as a senior partner in June 2022.

She succeeds Tim Giles, who has left Aon after 25 years to seek new challenges and opportunities.

Rockhold Asset Management

The investment management business owned by Adviser Services Holdings (ASHL) has named James Millard as a non-executive director.

Millard was most recently chief investment officer of Hiscox Group

Prior to Hiscox, he was co-head of multi-manager solutions at Aberdeen Standard.

Tags: Aon | Brooks Macdonald | Lloyds | Quilter Cheviot | Stonehage Fleming

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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.