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PEOPLE MOVES: Atlantic House, LGT, Fidelity

By Cristian Angeloni, 29 Nov 22

Investment firm names head of distribution, while wealth manager bolsters Middle East client services team

Atlantic House Investments

Nina MacEwen has been promoted to head of distribution at the fund management company.

She spent over a decade at the firm, after joining in 2011 as a sales executive. She then went on to work as a product specialist and, more recently, as head of UK discretionary sales.

LGT Wealth Management

The wealth management arm of LGT Group has made three senior hires in the UK to serve clients in the Middle East.

Etienne Khayat joined as a partner and wealth manager, while Jack Harris and Peter Talavera have both become wealth managers

Khayat was previously at Credit Suisse Private Bank where he worked for over 10 years across London and Dubai leading the relationship management teams.

Harris joins from Standard Chartered Private Bank in Dubai, while Talavera was an investment consultant at Credit Suisse Private Bank.

Fidelity International

Head of wholesale John Clougherty is going to retire from the investment firm.

He will remain in the role into 2023 to allow for a transition of his responsibilities.

He re-joined Fidelity in 2012 from Aviva Investors where he was director of UK collective investments.

A successor to Clougherty has not been named.

RBC Brewin Dolphin

Edward Brown and Adam Gentry have joined RBC Brewin Dolphin’s ‘1762’ division as wealth advisers.

1762 provides investment solutions for clients with “complex needs”.

They both join from Arbuthnot Latham.

Hargreaves Lansdown

The UK-based investment platform promoted Ziad Abou Gergi to head of the multi-manager team.

He joined the company in December 2021 from Barclays where he led the high net worth multi-asset team.

First Sentier Investors (FSI)

The Sydney-headquartered global investment manager named Kate Turner as global head of responsible investment and expanded the team with four hires.

Turner succeeds Will Oulton who is retiring at the end of the year.

Additionally, Finian Power has taken on the role of head of ESG policy and regulation; while Bjorn De Smedt, Rhys Foulkesand Belinda White have all become a responsible investment specialist.

Saffery Champness

The advice firm has recruited Shirley McIntosh as a partner, based in Inverness.

She joins from RSM where she was a partner and formerly head of tax for Scotland and Northern Ireland.

TrustQuay

The technology provider to the trust and fund administration sector appointed Heath Davies as non-executive chairman.

He previously was chief executive of Exclaimer, Clearswift, Alterian and Sword Group.

Tags: Brewin Dolphin | Fidelity | Hargreaves Lansdown | LGT | Saffery Champness

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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.