People Moves: Quilter Cheviot, IQ-EQ, Suntera Global, IIMI

We round up the latest job changes in the industry each week Quilter Cheviot Quilter Cheviot has hired James Charlton as an investment manager in its Liverpool office. Charlton – a former president of the CISI Liverpool, Chester & North Wales branch – joins from Barclays Private Bank and previously held investment management roles at Tilney and Deutsche Bank. At Quilter Cheviot Charlton will be responsible for managing tailored investment portfolios for families, business owners and executives to support them in meeting their long-term life and financial objectives. He will report into Nigel Hibbert, executive director and head of the Liverpool office at Quilter Cheviot. Hibbert said: “James brings a huge amount of experience with him from his time in the high-net-worth market, and as such he knows exactly what that cohort comes to expect from a tailored investment management service, as well as anticipating client needs. “This is a great addition to our Liverpool office and allows us to reach more clients in the region who would benefit from such expertise.” Charlton added: “Quilter Cheviot has made a real name for itself within the high-net-worth market, providing innovative services to a demographic who quite often have more complex needs from a financial perspective. “Having lived and worked around Liverpool for over 20 years, I know the region has a thriving business community and I am looking forward to helping clients through any financial problems they may have with tailored investment management.” IQ‑EQ Global investor services group IQ‑EQ has hired Frédéric Ullens as managing director of its Luxembourg business. Ullens joins from CACEIS where he led the global private assets business and has held senior global leadership roles for over 15 years, with responsibilities including scaling international platforms, delivering sustained organic growth, and leading strategic integrations and acquisitions in regulated environments. In his new role Ullens will oversee the strategic and operational direction in Luxembourg, drive financial performance and growth, maintain strong regulatory and risk management frameworks, and continue developing high‑performing teams aligned with IQ‑EQ’s values. John Legrand, deputy group CEO and regional CEO, EMEA, said: “Luxembourg is a critically important market for IQ‑EQ and Frédéric’s appointment underlines our commitment to investing in strong, experienced leadership. “His depth of global private assets experience and proven track record of delivering growth and leading complex organisations make him an excellent fit for the role. We’re excited to welcome him and confident he’ll play a key role in shaping the next phase of our Luxembourg business.” Suntera Global Jersey-headquartered Suntera Global has appointed Chris Marquis as the new global head of private wealth. Based in the UK, Marquis will lead Suntera’s global private wealth business, with a focus on enhancing its existing client offering, accelerating growth across key jurisdictions, and continuing to build a strong, client-led business. He will also join the executive committee. Marquis joins from Vistra where he was global head of private clients and previously spent over a decade at HSBC where his roles included global head of private wealth solutions. David Hudson, CEO of Suntera Global, said: “Chris has a great depth of experience and knowledge in the private wealth sphere, and we are very pleased that he will be joining us at Suntera. “With his strong track record of building and transforming private wealth businesses and delivering sustained growth, we are certain that he will be a crucial part of Suntera’s growth ambitions while we continue to deliver exceptional service to our international client base.” IIMI Boutique asset management think tank the Independent Investment Management Initiative has named Jock Glover as its next CEO, effective from 1 July. Current CEO Dani Hristova announced earlier this year she would be stepping down after three years in the role but will remain a member of the IIMI’s board. Glover, who has more than 30 years’ experience across asset management, wealth management, distribution and industry engagement, will work closely with chairman Sebastian Stewart, the board and member firms to support the IIMI’s core objectives of promoting the strengths of boutique asset managers, supporting best practice across the industry and helping to shape a regulatory environment that encourages competition, innovation and long-term investment thinking. Stewart said: “Jock brings a combination of deep industry experience, commercial understanding and longstanding relationships across the entire asset management ecosystem. “The IIMI membership has never been larger and more active than it is today. Few people are better-placed and more passionate than Jock when it comes to the IIMI’s overarching goal of promoting and supporting investment specialists.” Glover added: “The IIMI has built a unique and critical position within the industry as a voice for independent firms and a forum for collaboration, debate and best practice. “I am very much looking forward to working closely with the board and our members to build on that work, strengthen engagement across the membership and help ensure boutique firms continue to thrive in a rapidly changing market.”