We round up people moves across the industry each week.
Evelyn Partners
Evelyn Partners has appointed Emma Arnold as business development manager for the North West in its outsourced investment services team. She joins Evelyn Partners from Aberdeen, where she also held the role of business development manager for the North West.
In her new role, Emma will be based in the Liverpool office and will report to Matthew Spencer, head of intermediaries.
Spencer said: “Emma brings a strong track record, deep regional knowledge and a real understanding of adviser needs. Her appointment underlines our commitment to continuing to invest in our intermediary proposition and strengthening relationships with financial advisers across the North West.”
Investment Trends
Research group Investment Trends has announced that its chief executive Eric Blewitt is departing after three years in the position. He will depart on May 1 and will be replaced by Harry Mitchell. Mitchell joined from Iress where he was deputy group chief executive.
Investment Trends said: “We thank Eric for his leadership and contribution, wish him well with his future endeavours and look forward to Investment Trends’ success under Harry’s guidance success under Harry’s guidance.”
Oakglen Wealth Planning
Jersey-based Oakglen Wealth Planning has appointed Scott Cullinane as a financial adviser amid ongoing expansion.
Jamie Crawford, group head of wealth management at the firm, said: “This appointment reflects the continued growth of our Jersey business and our commitment to building a high-calibre financial planning team.
“As we continue to scale the business, attracting high-quality advisers remains central to delivering the level of service and outcomes our clients expect.”
Vistra
Fund services provider Vistra has appointed Damian Leach as its chief AI & digital officer. This is a new leadership role focused on accelerating the group’s capabilities as an industry-leading AI-powered professional services organisation.
Leach brings extensive experience from his 20-year career, including leading large-scale technology and digital change in highly regulated, global organisations. Most recently, he served as global CIO at Seaco. He will be based in Singapore in his new role.
Kim Jenkins, CEO of Vistra, said: “Clients today want confidence, clarity and trusted expertise as they navigate an increasingly complex global environment. The appointment of Damian as our chief AI & digital officer marks the next major step in our strategy.”
