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PEOPLE MOVES: Blacktower, Platform One, M&G Wealth

By Alina Khan, 7 Jul 23

Advice company names joint managing director, as platform hires COO

Advice company names joint managing director, as platform hires COO

Blacktower Financial Management

Peter Salkeld has been promoted to joint managing director, following his approval by the Financial Conduct Authority (FCA).

Salkeld was associate director and financial planner at the firm, where he was working alongside Ritchie Salkeld, UK managing director.

Platform One

The adviser platform and technology company has appointed Terry Leavy as its chief operations officer.

Leavy joins from SEI, where he was operational director in its UK wealth platform business.

M&G Wealth

The advice firm has hired Matthew Ings into a newly created role as head of its adviser academy.

Ings joins from St James’s Place where he played a key role in the growth and development of its academy for seven years before taking on a role supporting advisers to develop their business strategies.

SS&C

The financial services software provider has appointed Brian Schell as executive vice president and chief financial officer.

He will join from Cboe Global Markets where he was executive vice president, chief financial officer and treasurer.

Schell will take over from Patrick Pedonti who is retiring after 24 years.

Just Group

The specialist UK financial services group has hired Mark Godson as group chief financial officer and the board as an executive director.

He will join the board with effect from 1 January 2024, subject to regulatory approval and will succeed Andy Parsons who will retire on 31 December 2023.

Godson is currently a partner at EY, and leader of their UK actuarial practice.

Wrise Group

The wealth manager has appointed Kevin Teng as chief executive of Singapore and Joel Tan and Megan Zhang as co-chief executives of its Hong Kong arm.

Teng brings over 20 years of experience in the wealth management industry and will take over from Derrick Tan, chairman of Wrise Group, who is now focusing on the strategic initiatives, growth and leadership of the Group’s businesses.

Tan and Zhang both bring over 24 years of experience and will work under the leadership of chairman, Derrick Tan and Marcus Wong, vice chairman of Hong Kong at Wrise.

Continuum

Andreas Vazanias has joined the IFA firm.

Vazanias is based in St Albans with a client roster across Hertfordshire, Bedfordshire, Essex and London.

He joins from DGS Chartered Financial Planners, where he was an independent financial adviser.

Triple Point

The investment manager has appointed Neil Ebden as chief risk officer.

Ebden joins from the Bank of England, where he was senior risk specialist for the Prudential Regulatory Authority.

Integritas Wealth Partners

The wealth manager has hired Richard Gomersall as a senior wealth partner.

Previous roles include head of client development at Rathbones Group and head of international clients at Brooks Macdonald.

Nucleus

The financial platform group has appointed Laura Green into the newly created role of commercial delivery director.

She will report to chief commercial officer Alex Kovach.

She joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.

Ignition Advice

The digital advice technology firm has hired Enda Mahoney to the newly created role of chief platform and technology officer.

Most recently, Mahoney was chief technology officer at Mason Stevens.

He will be based in Sydney and report to Ignition Group chief executive Terry Donohoe.

EFG Bank

The Swiss lender has promoted Oliver Balmelli, Yu Jin Tay, Timothy Lo and Jessica Ng as market group heads in Asia Pacific with immediate effect.

Balmelli, was head of EFG’s private banking team in southeast Asia and will take on the new role of market group head for independent asset managers (IAM) and international private banking.

Tay will assume the role of market group head of southeast Asia. He previously served as deputy head of private banking for southeast Asia and team head.

They will both report to Tho Gea Hong, EFG’s Singapore chief executive.

Meanwhile, Lo, who has served as vice chairman for north Asia, will become market group head , Hong Kong, for ultra high net worth clients. He will report to David Louie, the bank’s Hong Kong chief executive.

Also reporting to Louie is Ng, who will be market group head, Hong Kong. Prior to this, she was head of private banking for north Asia.

Serious Fraud Office

Nick Ephgrave has been named as director of the SFO.

He will take up the appointment at the end of September for a five year term and will replace Lisa Osofsky.

Most recently, Ephgrave was chair of the National Police Chiefs’ Council Criminal Justice Co-ordination Committee.

Quilter Investors

The multi-asset investment business has appointed Malachi Ferguson as a manager research analyst.

He joins from Liontrust Asset Management, where he worked as an analyst in the multi-asset team covering equities, fixed income, sustainable and alternative investments.

Tags: Blacktower | EFG | Just Group | M&G | Nucleus | Platform One | Quilter | Serious Fraud Office

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