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PEOPLE MOVES: Credit Suisse, Quilter Investors, Allfunds

By Cristian Angeloni, 14 Dec 21

Swiss giant names CEO of wealth management, while multi-asset business hires CIO

Credit Suisse

Francesco De Ferrari will become chief executive of Credit Suisse’s wealth management division, effective from 1 January 2022.

He will also take on the role of ad interim chief executive of Emea. De Ferrari joins from AMP, where he served in a similar position from December 2018 to June 2021.

Additionally, Christian Meissner, chief executive of the investment banking arm, will become chief executive of the Americas.

Helman Sitohang and André Helfenstein have also been named chief executives of Apac and Switzerland, respectively.

Quilter Investors

Quilter’s multi-asset investment arm has hired Marcus Brookes as chief investment officer.

He joins from Schroders Private Wealth, where he held a similar role. He will be responsible for the company’s portfolio management desk.

Brookes succeeds Bambos Hambi, who will retire at the end of the year.

Allfunds

Ignacio Izquierdo Saugar has taken on the role of regional manager for Iberia and Latin America at the wealthtech firm.

He will be responsible for managing relationships with 278 institutional clients.

He succeeds Laura González, who headed the two regions on top of her role as global head of wealth management. González will now focus on Allfunds’ global expansion.

Saugar joins from Aviva, where he was chief executive of its Italian arm, and previously of its Spanish arm.

Mercer

The asset manager has made three senior hires within its investment teams.

Adam Lane and Jemma Beattie will join the investment advisory team as principals to meet growing demand from clients looking to refine their de-risking journey and investment strategies.

Alexa Shanks will take on the role of head of intermediary relations, a newly created position.

Lane was previously at PWC where he led the investment practice. Beattie was at Hymans Robertson, where she worked as an investment consultant as actuary; while Shanks was most recently at Invesco as a consultant relations director.

Blackfinch

The Gloucester-based investment firm has recruited Wayne Readshaw as executive business development manager.

He joins from Time Investment where he spent sic years as a senior business development manager.

Schroders Private Wealth

The advice joint venture of Schroders and Lloyds is expanding its presence across the UK with hired in Yorkshire and Oxford.

Mark Shay will lead the business development and partnership proposition in Yorkshire. He joins from Barclays Wealth, where he led business development across the north of England.

In Oxford, Benjamin Beck, Sophie Haslehurst and Katie Nutting have all taken on the role of financial adviser.

Carey Olsen

The offshore law firm has hired Stephanie Bernard as counsel in its trust and private wealth team in Bermuda.

Before joining, she worked at another offshore firm in Bermuda for 15 years.

Eastspring Investments

Prudential’s asset management business has recruited Stuart Wilson as head of sustainability.

He will be based in Singapore and his appointment will be effective from 10 January 2022, subject to regulatory approvals.

Wilson was previously at Australian superannuation fund Sunsuper, where he worked as head of responsible investing.

Mediolanum International Funds

The European asset management platform of Mediolanum Banking Group has appointed Jeremy Humphries as head of quantitative investments.

He will be based in Dublin. He joins from Davy Global Fund Management, where he worked as a portfolio manager.

Tags: Allfunds | Blackfinch Group | Carey Olsen | Credit Suisse | Eastspring Investments | Mediolanum | Mercer | Quilter | Schroders

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