Quilter
Quilter has appointed Kirsty Anderson as a retirement and tax specialist. She has joined in a new role based in Scotland working with advisers in the north of the UK.
Anderson moves over from M&G Wealth, where she was a pensions specialist for nine years. Prior to that she was a business development manager at Royal London having previously worked for Standard Life.
Reporting to Roddy Munro, head of technical sales at Quilter, Anderson will be part of a seven-strong ‘on the road’ team supporting advisers with a focus on technical tax and pensions issues. The team conducts workshops, events and seminars, as well as one-to-one sessions with advisers to help enhance understanding of the ever-changing tax and retirement landscape.
The announcement follows the recent promotion of Michelle Brodie who was previously a wealth management consultant for Quilter and has now joined the technical team as a tax and trust specialist.
Bentley Reid
The employee-owned wealth manager has appointed Paul O’Neill as chief investment officer.
He will be based in the London office and takes over the role from Peter Clark, who has been appointed chief executive.
O’Neill was head of UK asset management and research at Butterfield Private Bank in London for five years and before that he was portfolio manager of the Talisman Value Fund at Talisman Global Asset Management, and a portfolio manager at Slater Investments.
Most recently he has worked as a strategic change project manager for Schroders, Hermes and Fidelity, including leading the Schroders Private Wealth ESG project and launching the new Public Private Assets fund for Fidelity.
Clark said: “We are thrilled that Paul has joined our growing team. He has a proven track record running multi-asset portfolios for private clients, and family offices, as well as launching new Alternative Asset funds and building teams.”
O’Neill said: “I am excited to join Bentley Reid at this key stage of the company’s development. The team has built an excellent reputation for providing high-quality wealth management services which is tightly focussed on individual client needs.”
Evelyn Partners
The firm has appointed Mickey Armstrong as a financial planner in its Knutsford office.
He joins Evelyn Partners from AES International in Dubai where he worked as a chartered financial planner and advised high net worth expats, helping structure their wealth for the future, repatriation plan and inheritance planning.
Prior to that Armstrong spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.
He will be based at Evelyn Partners’ office at Booths Park in Knutsford.
Fidelity International
The company has appointed Niamh Brodie-Machura as co-CIO to work alongside Andrew McCaffery.
Brodie-Machura will run Fidelity’s equities division, while McCaffery will head up its fixed income, multi asset and private asset departments.
She joined Fidelity Investments in 2011 and was previously managing director of equity research and co-head of equity sustainable investing.
Prior to joining Fidelity, she held various roles as an equity analyst and sector portfolio manager at Pioneer Investments, Merrion Stockbrokers and Tilman Asset Management.
Keith Metters, president of Fidelity International, said: “We are pleased to welcome Niamh to Fidelity International. She brings a deep understanding of the asset management business and investment process through her seasoned experience working with global equity investment teams.
