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PEOPLE MOVES: Personal Finance Society, Fidelity International, Titan AM, Sarasin & Partners

By Alex Sebastian, 5 Mar 24

The PFS board has appointed Ben Wright as a director

The Personal Finance Society

The PFS board has appointed Ben Wright as a director of the organisation.

Wright is a chartered financial planner and fellow of the PFS, based in Sheffield. He will serve an initial four-year term, with his first board meeting set for 21 March.

The PFS board has also elected two of its existing directors, Carla Brown and Daniel Williams, as vice presidents of the professional membership body.

Both Brown and Williams will act as vice president this year, with one of them to be elected to serve as president in 2025, subject to confirmation at this year’s AGM. The other will serve as president in 2026, again subject to confirmation at the next AGM.

Brown will additionally take on the role of chair of the PFS power panel, on which she has served as an active member for several years.

Fidelity International

The firm has appointed Keith Metters to lead its overall business as president.

Metters, who joined the company in 2020 to head up its Workplace Investing business arm, will report to chair Abigail Johnson.

Metters has more than 25 years of experience in the industry, having previously worked in the US at Fidelity Investments. While there, he adopted a range of roles, most recently leading its Workplace Investing core market division, where he led the implementation of investment strategies and solutions for clients.

He replaces CEO Anne Richards, who announced that she would be stepping down from her role last year.

Titan Asset Management

Square Mile Consulting and Research chief executive Richard Romer-Lee has been appointed co-CEO of Titan Asset Management.

He will share the role alongside current Titan AM CEO Paul Hunt, while also retaining his role as head of Square Mile.

The acquisition of Square Mile by Titan was announced in June 2023 and received FCA approval last week. It includes the £2.5bn in assets under management held across Square Mile’s MPS solutions.

Square Mile will continue to operate under its own brand and management.

Sarasin & Partners

The firm has appointed Nomura AM’s UK head of equity Tom Wildgoose as senior portfolio manager with a global equity focus.

Wildgoose will begin his new role on 4 March after spending over 16 years at Nomura. He began in 2007 as a global equity analyst and portfolio manager, before becoming head of global research for the UK office in 2011, and head of equity investment for global equity in the UK office in 2014.

Tags: appointments | Fidelity International | people move | Personal Finance Society | Sarasin & Partners | Titan Asset Management

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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.