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PEOPLE MOVES: AMP, Key Group, Quilter Cheviot

By Robbie Lawther, 1 Apr 21

Aussie wealth manager makes CEO change, as financial solutions provider names CFO

AMP

The Aussie wealth firm has appointed Alexis George as its group chief executive.

George will from ANZ, where she has served as deputy chief executive, as well as group executive wealth Australia, overseeing the sale of the business in 2018.

She will take over from Francesco De Ferrari, who will retire from the role as the company completes its portfolio review.

De Ferrari will continue to lead AMP during the interim period and ensure a smooth handover to George.

He will continue to work in partnership with the board and lead AMP’s key strategic initiatives, including discussions on the proposed transaction for AMP Capital’s private markets business with Ares Management.

Key Group

The specialist provider of financial solutions to the over-55s has appointed Simon Drew as chief financial officer.

He was most recently chief financial officer at private equity-backed insurance consolidator Bravo Group, which provides support and services to a network of owned and independent insurance brokers across the UK.

Quilter Cheviot

The investment management company of Quilter has named Chris Taggart as head of its Belfast office.

Taggart joined the business in 2011.

He will take over from Nigel Crawford who has led the Northern Ireland based team since 2008, when the office first opened its doors.

Crawford will now focus his full attention on his role as head of London.

Ravenscroft

The investment firm has appointed Dominic Jones as non-executive chairman following the decision by Stephen Lansdown to retire from the board, with effect from 24 June 2021.

Jones has been involved with the Ravenscroft group as a director since 2008 and joined the Ravenscroft board in 2014.

Lansdown, who is the co-founder of Hargreaves Lansdown, the UK’s biggest independent private client brokerage, became a shareholder of Ravenscroft in December 2012, was appointed as non-executive director in September 2015 and became chairman in June 2017.

He will remain the investment company’s majority shareholder but has decided to retire from the board, and all related committees, to concentrate on his sporting interests in Bristol, his conservation work in Africa and spend more time with his family.

Lansdown’s retirement from the board will see Richard Collenette join with immediate effect as a non-independent non-executive director to represent the interests of the Lansdown family office Pula Limited.

Collenette, who is a qualified accountant, joined Pula in 2016 as chief financial officer and was promoted to chief executive three years later.

Ravenscroft has also appointed Mary Theresa Kingston as an independent non-executive director with a specialism in marketing and client communication.

Kingston spent three decades at Hargreaves Lansdown after joining the company as its first full-time employee.

She stood down from her role as marketing director of Hargreaves Lansdown in 2013 and will join the Ravenscroft with effect from 1 June 2021.

Ogier

Matt Guthrie has joined the firm as a partner to lead its private wealth practice in Guernsey.

He previously headed up the international trust and private client team at Mourant Ozannes in Guernsey.

Mercer

The investment and retirement firm has named Jo Holden as global head of investment research, effective immediately.

Holden was previously chief investment officer for Mercer’s UK investments and retirement business and European strategic director of research.

She succeeds Deb Clarke, who has held this role for the past eight years.

Clarke will be retiring from Mercer at the end of June and in the interim will serve as global research chair, providing transition support to Holden.

IQ-EQ

The global investor services group has bolstered its Netherlands office. Eva Eenink joins IQ-EQ Netherlands as a director of private wealth and family office services while Tom Mahon has been appointed to its fund services team as a client services director.

Eenink joins IQ-EQ from Van Lanschot Kempen, where she was a wealth manager. Mahon moves into IQ-EQ’s Amsterdam-based fund services unit having been part of the Dutch business since 2017.

The Chartered Institute for Securities & Investment

Heather Adamson is joining the CISI National Advisory Council in Gibraltar.

She is a director at Ince Consultancy (Gibraltar) and has over 10 years of financial services experience.

Tags: AMP | CISI | IQ-EQ | Mercer | Ogier | Quilter Cheviot | Ravenscroft

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