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PEOPLE MOVES: Abrdn, Stonehage Fleming, Canada Life

By Robbie Lawther, 10 Mar 23

CFO to leave asset manager, as family office bolsters Jersey operation

Abrdn

The asset manager has announced Stephanie Bruce will step down as chief financial officer.

She will remain with the Group until 31 December 2023 to support an orderly transition and an announcement regarding her successor will be made in due course.

Stonehage Fleming

The multi-family office has appointed Sarah Bartram-Lora Reina as a trustee director in the Jersey family office division.

She joins from Ocorian, where she was an executive director.

Also joining Stonehage Fleming’s Jersey family office team is Claire Strecker as a director in risk and compliance.

She joins from Hawksford, where she was a fund compliance manager.

The firm has also hired client relationship manager Ashley Correia, compliance manager Kim Wink, and senior client accountant Henry Mehigan.

Canada Life

The insurance group has appointed Dave Sutton as customer services director.

He replacing Tracy Woodward, who takes up the role of director of compliance and regulatory affairs.

Sutton was previously head of business management for the chief operating officer’s office.

He has been with Canada Life for 22 years in a variety of roles across operations, change strategy and wealth, and lives on the Isle of Man.

Pacific Asset Management (PAM)

The London-based asset manager has hired Elliott Kibble as associate director in the UK adviser solutions distribution team.

He joins PAM following a number of years at LGT Wealth Management, most recently as business development director, where he was responsible for developing relationships across the north of England.

Veritas Wealth

Zachary Clabon has joined the Duba-based firm as director of operations and business development, according to his Linkedin profile.

He was previously at Skybound Wealth Management, where he was head of business development for UAE.

Sanlam Investments

Ben Hall has joined the firm’s wholesale distribution team as a sales director.

He was most recently at Atlantic House, where he was a senior sales executive for two years.

Broadstone

The independent pensions consultancy firm has named Kylie Arbon as its head of transformation.

She brings over 12 years of experience in the pensions industry as an actuary and consultant. She worked at BBS Consultants & Actuaries from 2011 before it was acquired by Broadstone in 2019.

IQ-EQ

The financial services provider has named Ilias Georgopoulos as global head of private and institutional asset owners.

Most recently, he was chief executive of Credit Suisse’s multi-concept fund management in Luxembourg.

Natixis Investment Managers Singapore

Rushil Khanna joins the business as head of equity investments for the region.

Prior to joining Natixis IM, he held various roles at Credit Suisse Asset Management most recently as head of equities for Asia Pacific and lead portfolio manager based in Singapore.

Oberon Investments

The London-based investment boutique has hired WH Ireland investment manager Mark Burtenshaw.

At WH Ireland, he was responsible for advising a portfolio of private clients while also heading the firm’s London office.

With 18 years in industry, Burtenshaw has also held roles at Morgan Stanley and RBC Wealth Management.

Tags: Abrdn | Canada Life | IQ-EQ | Natixis | Pacific Asset Management | Sanlam | 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.