Schroders
Huw van Steenis has been appointed global head of strategy at Schroders and named a member of the group management committee.
He brings with him more than 20 years’ experience in the investment industry, including 14 years as managing director and global coordinator banks and diversified financials research at Morgan Stanley
Based in the London, and reporting into group chief executive, Peter Harrison, van Steenis will be responsible for business strategy and corporate development. This newly created role within Schroders will focus on medium and longer-term strategy development, reflecting the firm’s commitment to growth. He joins in the fourth quarter of 2016.
Royal London
Royal London has appointed Alex Koslowski as managing director of its Irish business. Koslowski will take over the role from Jon Glen, who has been appointed to a new senior role in Royal London’s group operations in the UK.
Koslowski, a German national, joins the team in Ireland from his previous role as Royal London’s head of customer proposition. He previously worked for Royal London’s international business, group strategy team, and in the UK intermediary protection business.
Fidelity International
Portfolio manager Andy Weir is to leave the fund management industry after 19 years. He has held a variety of roles over the course of his career, most recent managing Fidelity’s international bond and global inflation-linked bond funds.
Weir’s portfolios will transfer to other managers within the team, including Tim Foster, Rick Patel, Ian Fishwick, and Steve Ellis. He will continue working with them until the transition is complete.
Indosuez Wealth Management
Paul de Leusse has been appointed chief executive of Indosuez Wealth Management and has joined Crédit Agricole extended executive committee.
In 2009, de Leusse joined Crédit Agricole Group as director of group strategy and was appointed chief financial officer of Crédit Agricole CIB in 2011. He became deputy chief executive in August 2013.
Axa
Frédéric Tardy is now regional chief marketing, digital, data & customer officer of Axa Asia, reporting to Jean-Louis Laurent Josi, regional chief executive of Axa Asia and based in Hong Kong. He will also join the regional executive committee.
Tardy will be overseeing areas that cover customers, marketing, innovation, data, digital and partnership development.
Prior to joining Axa Asia in September 2016, Tardy was chief marketing and distribution officer of Axa Group, based in Paris, a position he held since March 2013.
Sun Life Financial
Maria Sit has been named chief client experience and digital officer of Sun Life Hong Kong, with immediate effect. Sit will report to Jason Dehni, chief executive of Sun Life Hong Kong, and also serve as a member of the Hong Kong executive team.
Sit joins Sun Life from HeathWallace, an international digital design and marketing firm, where she founded the user design business for Asia Pacific. In the past 10 years as the regional managing director based in Hong Kong, Sit worked with a number of financial services firms across Asia and Australia to help them deliver on their brand promise and pursue sustainable growth through digital engagement platforms.
Liontrust
Liontrust has announced that Jan Luthman retired from fund management at the end of August following a long investment career spanning nearly 30 years, including 14 years of managing money.
The Liontrust Macro Equity Income and Liontrust Macro UK Growth funds will continue to be run by Stephen Bailey, who has managed the portfolios since launch, and Jamie Clark, who has been managing money with Bailey and Luthman since September 2003.
Falcon Private Bank
Walter Berchtold has been appointed chief executive of the Swiss private banking boutique, effective 1 October 2016. Berchtold, who has served on the board since March 2015, succeeds Eduardo Leemann, who will retire from operational management but remain with the bank as a senior adviser.
Berchtold’s career in banking spans more than 30 years. He was named head of private banking of Credit Suisse Group in 2004. In 2011 he gave up his operational responsibilities and continued to serve as chairman of the private banking division. From 2003 until 2012, he was a member of the Credit Suisse Group executive board. Since then he has been acting as an independent financial industry expert.
