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PEOPLE MOVES: FSCS, Quilter, Canaccord

By Holly Downes, 20 Oct 23

Management business appoints co-chief investment officers as another firm hires interim chief executive

Management business appoints co-chief investment officers as another firm hires interim chief executive

The Financial Services Compensation Scheme (FSCS)

The scheme has hired Martyn Beauchamp as its interim chief executive.

Beauchamp has worked as senior executive over the past 20 years.

He was recommended by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA) and will also join the FSCS Board as an executive director.

Quilter

The multi-asset investment provider has named Lindsay James as investment strategist.

James has 20 years’ experience in financial services, starting as assistant fund manager at F&C Asset Management before becoming an equity research analyst.

Most recently, James was investment director at Quilter Investors.

Canaccord Genuity Wealth Management UK (CGWM UK) and Punter Southall Wealth (PSW)

Both wealth management firms have appointed Richard Champion and Thomas Becket as co-chief investment officers.

Champion has been with CGWM UK since 2015 as deputy chief investment officer. He is a specialist in direct equities.

Becket joined when CGWM UK acquired PSW in 2022, where he was chief investment officer. He is experienced in fixed income and alternatives.

Matthews

The management firm has recruited Sean Taylor as chief investment officer.

Taylor has over 25 years’ experience in the investment management industry, having joined from DWS Group where he was chief investment officer APAC and head of emerging markets.

He will lead the firm’s San Francisco and Hong Kong based investment teams.

Broadstone

The consultancy firm has appointed Richard Pringle as principle consultant at Broadstone’s Employee Benefits Consulting (EBC) in the health and protection team.

Pringle brings 20 years’ experience in risk, health and wellbeing consulting.

Prior to joining he worked for Mercer Marsh Benefits, Alexander Forbes Healthcare and Aegon.

Old Mill

The firm has appointed Hugh Johnson to the wealth management team as global head of operations.

Hugh joins from Fry Group and as an experienced financial planner and digital advice specialist, he will expand and develop the firm’s wealth management and financial planning offering.

Castlefield

The investment management business has hired Callum Wells as co-manager of the sustainable portfolio funds and platforms models.

Callum brings five years’ experience at Brown Advisory as associate portfolio manager, following five years at Redmayne-Bentley as stockbroker and compliance officer.

Oak Group

The company has appointed Kim Sgarlata as group chief executive.

Sgarlata brings over 20 years’ experience in international financial services.

Dominion Capital Strategies

The fund manager has promoted Donald Young to sales director for EMEA.

Having joined the company in 2018, Young brings 20 years’ experience in the financial services sector and has expertise in economics.

Attivo

The financial planning business has hired Jonny Wilkinson, former England World Cup hero as lifestyle ambassador.

Using his experience at the England Rugby squad, Wilkinson will be coaching the Attivo lifestyle financial planning team to have open conversations with clients and contribute to the Attivo Life Magazine.

Indosuez Wealth Management

The capital market company has announced Chrystèle Dagras as head of risk management and permanent control.

Dagras joins from Crédit Agricole CIB as head of risk ,corporate and specialised lending, real estate, transport, leverage and telecoms for Europe, Middle East and Africa (EMEA).

She has previously worked at Crédit du Nord in the corporate credit, financial engineering, and corporate center functions.

Beyond FS

The specialist consultancy has hired llai Schechter as principal.

Schechter is an ex-Capco consultant and is experienced in management consulting, project management, and technical compliance.

Tags: Canaccord Genuity Wealth Management | Dominion | FCA | FSCS | Indosuez Wealth Management | Quilter

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