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PEOPLE MOVES: CPR AM, Stanhope Capital, Perceptive Planning

By Robbie Lawther, 22 Jul 21

Amundi subsidiary names CEO, as global wealth manager hires CFO

CPR Asset Management

The Amundi subsidiary has named Olivier Mariée as chief executive.

He joins the firm from Direct Assurance (Axa Group) where he was chief executive.

Stanhope Capital

The global independent wealth management and advisory firm has appointed Chris Shelley as chief financial officer.

Prior to joining Stanhope, Shelley spent 14 years at Goldman Sachs, where his most recent role was chief financial officer of private wealth management Emea.

Perceptive Planning

The IFA firm has named Eleanor Clark as director.

She has been at the firm for almost 10 years, when she became a financial planner in 2017.

Clark becomes the third director of the firm, which now has a majority female directorship and ownership.

Transamerica Life (Bermuda)

Ji Hsien Lim has joined the firm as its head of sales and distribution for its Singapore operation.

He was most recently at Prudential, where he was head of high net worth Solutions, and prior to that, he was at AIA

Singapore, where he served as head of brokerage.

Cazenove Capital

The UK wealth management businesses has hired James Burley as a portfolio director in Edinburgh.

He joins from Kleinwort Hambros in Edinburgh.

River and Mercantile

The investment group has named Mike Rogers as a senior adviser to the R&M Solutions business.

He is a former investment partner at Aon.

Thursfields

Terry Cooper has been appointed as a director of Wills and estates in Birmingham, where he will set up an estate planning practice.

He joins Thursfields after spending six years with Emms Gilmore Liberson (now Knights).

Saffery Champness

Private client and trust specialist Fiona Graham as a consultant in its tax team.

Prior to joining Saffery Champness, Graham worked for 18 years at the private client law firm Boodle Hatfield, where she was a senior partner in the private client and tax team

The accountancy firm has also appointed Chris Luckett as a tax partner, based in its Harrogate office.

He joins Saffery Champness from KPMG in Leeds, where he was a director.

Tags: Cazenove | Perceptive Planning | River and Mercantile | Saffery Champness | TransAmerica

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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.