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PEOPLE MOVES: Aiva, Ocorian, Interactive Investor

By Robbie Lawther, 7 Mar 23

South American advice group names CEO, as financial services provider hires Apac business development director

Aiva

The Uruguayan advice firm has named Ignacio de Castro as chief executive.

He joins from international wealth manager Insigneo, where he was senior vice president.

Prior to that, De Castro was chief executive of Citi Asesores prior to its sale to Insigneo Financial Group.

Ocorian

The global financial services provider has appointed Novia Lu as business development director of Apac.

She brings more than 14 years of financial services experience, previously working at Praxis, where she was responsible for business development in Hong Kong, Macau, Taiwan and mainland China.

Interactive Investor

The UK investment platform has promoted Alice Guy as head of pensions and savings.

Guy joined the firm just nine months ago as personal finance editor, where she has shone.

LGT Wealth Management

The UK wealth manager has hired Ben Palmer as lead portfolio manager for its sustainable service offering designed for financial advisers.

He joins the intermediary investment services team, headed up by Phoebe Stone, from Brooks Macdonald, where he was head of responsible investment.

FE Fundinfo

Juan Lopez-Valcarcel has become interim chief operating officer at the investment fund data and technology provider.

Most recently, he was chief operations transformation officer for data analytics and market research firm Kantar.

Golden Equator Wealth (GEW)

The Singapore-based multi-family office has hired Rai Rummaan Kharal as managing partner of wealth and capital, and Haroon Tufail as executive director.

Rummaan Kharal was most recently executive director – market and team lead at Credit Suisse Singapore,

Tufail was most recently director and relationship manager at Credit Suisse Singapore.

IM Global Partner

The asset management network has appointed Karl Waltré as director of distribution for Nordics.

This comes as it opens an office in Stockholm, Sweden.

Waltré was previously head of Nordic wholesale and office head for Aberdeen Standard Investments and has also worked for Natixis Investment Managers, Mirae Asset Global Investments and Aviva Investors.

Atomos

The wealth manager has named Rob Lambert as a senior portfolio manager in Lymington.

Lambert joins from WH Ireland, where he had worked for a decade.

Mourant

The law firm-led professional services firm has hired Manus Carvill as associate director of Mourant Consulting, its global specialist consulting business.

Carvill joins the Mourant Consulting team based in the firm’s Guernsey office.

Prior to joining Mourant Consulting, he held the role of deputy director of the banking and insurance division at the Guernsey Financial Services Commission (GFSC).

Belasko

The financial services provider has appointed Tom Lambrechts as client services director to support the continued growth of the business and lead the Guernsey funds team.

Prior to joining Belasko, he held the position of client director at the TMF Group.

Tags: Aiva | Atomos | Interactive Investor | LGT

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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.