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PEOPLE MOVES: Mirabaud, Milestone, Franklin Templeton

By Will Grahame-Clarke, 23 Feb 18

Mirabaud boosts its Iberian coverage, Milestone Group pivots towards America with a senior reshuffle and Franklin Templeton appoints a consultants chief.

Mirabaud boosts its Iberian coverage, Milestone Group pivots towards America with a senior reshuffle and Franklin Templeton appoints a consultants chief.

Mirabaud Asset Management

Mirabaud AM has strengthened its presence in the Iberian market with the appointment of Elena Villalba as head of sales.

She joins Mirabaud from MerchBanc where she headed business development and previously built her career at firms such as Credit Suisse and American Express; as well as in boutique businesses such as Focus Capital where she was a founding partner.

Milestone Group

Milestone Group, a provider of managed technology solutions for the investment management industry, has reshuffled two senior roles in a pivot toward US growth.

Paul Roberts will take on the role of chief executive. In this position, he will take responsibility for the company’s global software business, developing and deepening its presence in key markets. He will also steer the global spread of the firm’s solutions for fund managers, life companies, pension funds and delegated businesses.

Geoff Hodge, co-founder and previously chief executive of Milestone Group, will assume a dual role continuing as executive chairman and becoming president of North America.

Franklin Templeton Investments

Franklin Templeton Investments has appointed Christoph Butz as director, consultant relations. In his new role, he will take primary responsibility in working with UK domestic consultants; as well as assisting in the firm’s coverage of international consultants. He reports to Matt Philpott, director, global consultant relations.

Butz joins from Aviva Investors where he held the role of consultant relations director. Prior to this he worked at Wellington Management as assistant vice president, European consultant relations.

Sanne

Trust and fund services provider Sanne has appointed Hannah Correll Jaeger as head of client relationship management – Americas.

In her new role, Jaeger will be responsible for building and maintaining all client and intermediary relationship while overseeing business development, marketing, and sales.

Jaeger joins Sanne from Vistra Group where she held the role of director of business development.

Novastone

Sales Kinetics founder Steve d’Souza has joined Novastone, a London-based fintech client “chat” tool provider, as a sales consultant.

Tags: Franklin Templeton | Mirabaud

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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.