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PEOPLE MOVES: Love Ventures, Raymond James WM, LGIM, Lombard Odier, Dimensional

By Alex Sebastian, 25 Jan 24

Love Ventures has hired Faye Williams as distribution director

IFA Newell Palmer clocks up third acquisition in four months

Love Ventures

Love Ventures has hired Faye Williams to take on the newly created role of distribution director.

Williams will be responsible for oversight and day-to-day management of the firm’s business development and marketing.

Love Ventures works with financial advisers investing in Enterprise Investment Schemes (EIS), with a focus on fintech, future of work and consumer tech.

Before joining Love Ventures, Williams was at TIME Investments, where she was director of business development and responsible for a 20 strong sales team.

Raymond James Wealth Management

RJWM, the newly created business that comprises both Charles Stanley and Raymond James Investment Services (RJIS), has announced its first two senior appointments.

Sandy Kinney Pritchard has joined as an independent non-executive director and chair of the board of RJWM Limited, and Francesca Hampton as group chief financial officer..

Both will join the RJWM Limited board in February 2024 and will also serve on the respective boards of the underlying regulated entities.

Legal & General Investment Management

LGIM has hired Sam Kulahan as a senior member of its 13 person manager research group, responsible for manager research covering liquid and illiquid assets. He will sit within LGIM’s asset allocation team and work closely with LGIM’s solutions group.

His previous roles include working in Morningstar’s manager research team.

Kulahan’s research will support LGIM’s core model portfolios and tailored solutions for LGIM’s retail model portfolio service (MPS) partners, as well as institutional clients holding external managers in portfolios managed by LGIM.

Lombard Odier Group

Lombard Odier Group has hired Bettina Ducat as co-head of Lombard Odier Investment Managers (LOIM) from 5 March 2024.

She will be based in Geneva and will become a limited partner. Ducat will jointly lead LOIM, Lombard Odier’s asset management division, together with managing partner Jean-Pascal Porcherot.

Before joining Lombard Odier, Ducat was CEO of La Financière de l’Echiquier and deputy CEO in charge of asset management of the Primonial Group.

Dimensional Fund Advisors

Dimensional Fund Advisors has promoted global head of research Savina Rizova to co-chief investment officer, alongside co-CEO Gerard O’Reilly, effective 1 February.

As co-CIOs, O’Reilly and Rizova will lead a team of more than 300 investment professionals across six countries.

 

Tags: Dimensional Fund Advisors | LGIM | Lombard Odier | Love Ventures | people moves | Raymond James

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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.