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PEOPLE MOVES: Momentum, OMI, Sun Life…

By Kirsten Hastings, 12 Jan 16

Board and senior appointments were the name of the game this week with Momentum Pensions and Brown Advisory adding to their boards, while Old Mutual International and Sun Life were among those announcing changes at senior levels.

Board and senior appointments were the name of the game this week with Momentum Pensions and Brown Advisory adding to their boards, while Old Mutual International and Sun Life were among those announcing changes at senior levels.

Enhance Group

The chairman of Guernsey Finance, Lyndon Trott, has been named a non-executive director of Enhance Group, a Jersey-based investment reporting, wealth consultancy, and treasury services firm.

Trott has worked in the financial industry for over 30 years, assuming the role of Guernsey Finance chairman in December 2015.

Julius Baer

Julius Baer has announced hired five senior appointments to strengthen its front office management teams in the UK and Ireland. They will move into a number of new roles created as Julius Baer grows its London and Dublin businesses.

Terry Gyorffy joins as deputy head of relationship management. Prior to joining Julius Baer he was a team manager in the London International Private Banking Division of Barclays. He held responsibility for the teams covering continental Europe, Ireland and Emerging Europe, and previously their London-based Middle East and North Africa teams.

Paul McCafferty joins from Barclays, where he was the offshore business manager responsible for the bank’s offshore corporate, intermediaries, family office and local retail business. He comes with extensive international experience, including as operations director for one of Asia’s largest independent financial advisory networks, based in Bangkok.

Julia Cole-Turner joins from Coutts, where she was a business partner overseeing its UK business. She was previously an area manager for RBS and also team leader overseeing private bankers based in Jersey.

Rebecca Frowde also joins from Coutts, where she was the business partner overseeing first-line activities within their International Client Group, primarily focused on the US and Western Europe. She brings an extensive track record from Coutts and was formerly a member of the management team within Banking Services and Cadogan Client Group. Prior to this she was in the management team at Lloyds.

Gileyd Romeo Eliav-Cruz joins as business assurance specialist from UBS, where he was the risk manager responsible for the UK’s high net worth business. He brings broad experience to Julius Baer, having worked in a number of front office roles as well as for the Prudential Regulation Authority.

Brown Advisory

Independent investment management and strategic advisory firm Brown Advisory has announced that Beatrice (Bea) Hollond and Robert (Bob) Murley have been elected to serve on the company’s board of directors.

Hollond currently serves as the chair of both Millbank Investment Management, a UK-based family investment office, and Keystone Investment Trust. She is also a director of Templeton Emerging Markets Investment Trust, vice chair of the Soho Theatre (London), chair of the Pembroke College Endowment Fund and deputy chair of The Philanthropy Workshop.

Pages: Page 1, Page 2

Tags: Aviva | Axa | Enhance Group | Julius Baer | Momentum Pensions | Old Mutual | Sun Life

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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.