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PEOPLE MOVES: Legal & General, Brooks Macdonald, Julius Baer

By Robbie Lawther, 16 Jun 23

Financial services group names CEO, as wealth manager makes c-suite change

Legal & General

The financial services group has named António Simões as chief executive, subject to regulatory approval.

Simões will join from Banco Santander, where he has been regional head of Europe since September 2020.

Brooks Macdonald

Andrea Montague has joined the wealth manager as executive director and chief financial officer, effective 1 August 2023, subject to regulatory approval.

She was most recently group chief risk officer at Aviva, where she had previously been group chief financial controller.

Julius Baer

The wealth manager has appointed Stacy Wong as its team head for southeast Asia.

Julius Baer confirmed the move to our sister publication Fund Selector Asia.

Wong joins Julius Baer from UBS, where she played an integral role in advising Indonesia’s ultra-high net worth and high net worth clients for 19 years before becoming a desk head for the same market.

Investec Wealth & Investment

James Neale has joined the firm as an investment manager in Cheltenham.

He joins Investec Wealth & Investment from Canaccord Genuity Wealth Management, where he was investment manager with responsibility for managing discretionary portfolios for in house IFAs.

Navigation Wealth Management

The company has hired Stephen Luwero as a financial adviser.

He joins the Yorkshire-based firm from investment management company Charles Stanley, where he was client relationship manager and business development manager for the Beverley area.

Continuum

The IFA firm has expanded its team in Wiltshire with the appointment financial planner Stephen Hall.

Hall has been providing clients with bespoke financial advice for over 23 years and joins Continuum after 13 years at Positive Solutions.

Hampden & Co

UK private bank has appointed Patrick Preece as a banking director in its London office.

Preece joins from Investec, where he worked in their City professionals team.

Tags: Brooks Macdonald | Investec | Julius Baer | Legal & General

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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.