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PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter

By Cristian Angeloni, 18 Mar 22

Wealth manager names funds CIO, while banking giant boosts family advisory arm

Canaccord Genuity Wealth Management

Justin Oliver has been promoted to chief investment officer of Canaccord Genuity Funds, effective from 1 April 2022.

He joined the wealth manager over 20 years ago and has held the role of deputy chief investment officer of the central investment team since 2014.

UBS Global Wealth Management

The global wealth management arm of UBS has bolstered its family advisory business with two senior hires.

Andrew Lo has been promoted to head of family advisory and family office solutions for greater China; while Amy Lau becomes a director and family adviser.

Lo was an executive director and client adviser in Hong Kong for UBS, while Lau joins from HSBC Global Private Banking where she was director of family advisory.

Quilter Financial Planning

The financial planning division of Quilter named John Karr as recruitment and establishment director.

He will be tasked with driving growth in adviser numbers across the national and network businesses.

Karr was previously at St James’s Place where he worked as regional director for 14 years.

Maseco Private Wealth

Damian Barry has joined the wealth firm as chief investment officer.

He was previously at Mediolanum Asset Management, where he served as head of multi-asset management.

Reyl Overseas

The Swiss investment advisory firm, part of the Reyl Intesa San Paolo group, has re-hired Roger Groebli as chief executive.

He takes on the same role he left in 2015, after working in senior positions at Credit Suisse, Banque Internationale à Luxembourg and The Screener.

Based in Zurich, Groebli will be responsible for the development of wealth management services to US clients.

Skybound Wealth Management

Husain Rangwalla has been promoted to group operations director at the Dubai-based wealth firm.

He started at Skybound as a senior strategic analyst in 2018, and then became strategic operations manager in 2019.

Cazenove Capital

Schroders’ wealth management arm has bolstered its Edinburgh team.

Nick Keenan joins as portfolio director, after holding several senior positions at Barclays Wealth Management.

Robeco

The Rotterdam-headquartered asset manager has hired Mike Chen as head of alternative Alpha research.

He was previously at PanAgora, where he worked as head of sustainable investments.

Tags: Canaccord Genuity Wealth Management | Cazenove | Maseco | Quilter | Robeco | Skybound Capital | UBS

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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.