Aviva Investors
The global asset manager has appointed Oskar Geldof as head of BeNeLux.
Geldof has over 20 years’ experience and joins after a decade at Fidelity International where he was head of institutional sales for the Netherlands.
GSB Capital
The global wealth manager has hired Natasha Nathanielsz as client impact manager.
Nathanielsz brings 20 years’ experience in banking, customer service, and bank office administration support.
Evelyn Partners
The financial services company has expanded its Bristol financial planning team, hiring Bronwen Lancaster as partner, Joy Wisniewski as associate director of financial planning, and Chris Iles as a financial planner.
Lancaster has 20 years’ experience and joins Evelyn Partners from law firm, Irwin Mitchell.
Wisniewski joins from Hartsfield, where she spent 9 years, and previously worked as an advanced financial planner in banking in Australia.
Iles joins from Schroders Personal Wealth where he was a chartered financial planner.
Franklin Templeton
The investment service firm has appointed Maximilian Beeck as head of wholesale Switzerland.
Starting his career at UBS, Beeck has also previously worked at Janus Henderson and Allianz Global Investors.
Natixis Investment Managers
The asset manager has appointed Laura Kaliszewski as global head of client sustainable investing.
Kaliszewski joined Natixis in 2020 and has more than 15 years‘ experience in sustainable and impact investing, portfolio management, credit and risk with firms such as Deutsche Bank and JPMorgan.
Charles Stanley
The wealth manager has announced Abbas Owainati as head of asset allocation and Amish Patel as head of equity research.
Owainati has held roles as a macro strategist and economist at Quilter Investors.
Patel was previously a senior equity analyst at Talisman Global Asset Management and has worked at Quilter Cheviot and Janus Henderson.
WisdomTree
The asset manager has appointed Eva Casey as director of Ireland and Channel Islands sales.
Casey has 13 years’ experience in the asset management industry and joins WisdomTree from the institutional business team at State Street Global Advisers (SSGA).
Prior to SSGA, Casey spent seven years at Invesco, and has worked at Société Générale and Aviva Investors.
Walker Crips Financial Planning
The investment service has hired Joanne Crewe and Paul Gooch as financial planners.
Crewe has spent 23 years advising clients at Pannells Financial Planning Ltd before its acquisition.
Gooch also worked at Pannells Financial Planning Ltd, spending two decades advising clients and being part of the senior leadership team.
PGIM Investments
The investment manager has announced Rochus Appert as country head of Switzerland.
Appert has 30 years’ experience in the Swiss financial industry and joins from Columbia Threadneedle where he was most recently head of discretionary sales, Switzerland.
Appert has previously worked at BMO Global Asset Management, State Street Global Advisers, Credit Suisse and WestLB.
Kleinwort Hambros
The private bank has hired Gene Salerno as its new chief investment officer (CIO).
Gene brings over 20 years’ experience of cross-asset expertise and innovation.
He has headed investment strategy for SG Kleinwort Hambros, and since 2020, has been chief transformation officer.
AAB Group
The accountancy firm has hired Emma Lancaster as chief executive.
Succeeding Graeme Allan who has been at AAB for more than 16 years, Lancaster brings 15 years of board level experience in CEO and CFO roles in private equity backed, international, and people-based businesses.
Independent Governance
The pensions trusteeship and governance services has made four new hires.
This includes Yogen Mauree and Kate Tollis as trustee directors, alongside Peter Clarke as trustee manager, and Charlotte Bracken as marketing manager.
Mauree has joined from Signet Capital as head of risk management.
Tollis brings 25 years’ experience, joining from IGG as head of scheme governance and secretariat alongside roles for the British Airways (DB) pension schemes.
Newton Investment Management
The investment manager has appointed Liliana Castillo Dearth to lead the firm’s emerging market and Asia equities team.
Dearth has managed equity strategies for more than 20 years, most recently as portfolio manager at Wellington Management. Prior to Wellington, Dearth spent 18 years at AllianceBernstein.
Sarasin & Partners
The investment manager has announced six new hires.
These include two appointments from the charities team, Alexander True and Tania McLuckie – and four appointments from the private client team – Stephen Rothwell, Nick Wood, James Fishbourne and Graeme Bruce.
True, who joined Sarasin & Partners in 2014, brings over 15 years’ experience in financial services and charity portfolio management.
McLuckie has 10 years of investment experience across multi-asset and absolute return portfolios for charities, pensions, trusts and private clients.
Rothwell brings 25 years’ experience in the investment management and banking industry, working in management positions and with private clients and their advisers.
Wood, who joined Sarasin & Partners in 1998, is responsible for managing investment portfolios including trusts and pensions.
Fishbourne joined Sarasin & Partners in 2004 and is an investment manager with responsibility for private client portfolios.
Bruce who joined the firm in 2013 manages segregated international private client portfolios.
Belasko
Belasko has appointed Hannah Dunnell as managing director in its Guernsey office.
Dunnell brings 17 years’ experience in the local financial services industry, working across fund administration, corporate services and company secretarial services.
