Schroders
The asset management giant has named Peter Hall as chairman of Schroders Wealth Management and Mary-Anne Daly as global head of wealth management.
Hall will continue to oversee Schroders’ global wealth strategy and to chair the Cazenove Capital and Benchmark Capital boards.
Daly retains her role as chief executive of Cazenove Capital, while also taking ultimate responsibility for the wealth management offices in the Channel Islands, Switzerland, and Singapore.
She will chair the boards of Schroders Channel Islands. Schroders Bank, and Schroders Asia.
Dominic Emmerson has also become deputy chief executive of Cazenove Capital.
Novia Financial
The platform business has appointed Lucy Bristow as chief customer officer, with immediate effect.
Bristow moved to Novia from the Wealthtime platform in March last year to take up the role of strategic partnerships director with responsibility for senior relationships with strategic adviser partnerships across the group and she had more recently stepped into the role of people experience director.
To support Bristow, Nicola Clark, who previously worked at Novia’s sister platform Amber, rejoins the business as customer service transformation lead.
Man Group
The global investment management firm has appointed Robyn Grew as chief executive.
This comes after Luke Ellis informed the board of his decision to retire.
Grew is currently president of Man Group and a member of the senior executive committee, based in the US.
She will take over from Ellis as chief executive as of 1 September 2023, at which time she will also join the Man Group Board as an executive director. While she will relocate to the UK following her appointment, she will continue to spend a substantial proportion of her time in the US, given the firm’s presence there.
Ellis will continue as chief executive and remain an executive director of the company until 1 September 2023 to ensure an orderly transition and oversight of the company’s 2023 interim results.
BNY Mellon Pershing
The provider of global financial business solutions has named Colin Murphy as chief commercial officer of its Emea business, effective May 2023.
Murphy joins from SmartTrade, where he was chief revenue officer.
The Openwork Partnership
The UK financial services network has recruited Warren Vickers as commercial development director.
He was previously managing director at Tenet Compliance Services.
Nucleus Financial
The adviser platform has appointed Heather Hopkins as chair of its advisory board.
Hopkins is managing director and founder of consultancy firm NextWealth.
Stonehage Fleming
Natasha Newell has been named as director to the group’s family office team in Guernsey.
She has extensive experience of offshore trusts, having worked as a senior lawyer for some offshore law firms, most recently Carey Olsen.
The Independent Investment Management Initiative (IIMI)
The boutique asset management think tank has named Dani Hristova as chief executive.
Hristova joins from Nordea Asset Management, where she was responsible for building the firm’s presence in the UK insurance market.
M&G Wealth
The advice firm has appointed Ella Hugh as its director of proposition and marketing.
Hugh joins the company from Abrdn. where she was latterly group chief of staff and head of client proposition having held senior strategy, planning and management roles since 2016.
Close Brothers Asset Management
The wealth firm has named Adam Finlay as investment manager.
With over 10 years’ experience in the wealth management sector, Finlay began his career at Capelin Financial Management, a West Midlands IFA firm, before joining Investec Wealth & Investment in 2016.
Tyndall Investment Management
The wealth manager has appointed three investment professionals to its private client practice.
Mark Jenkins and Dennis Cooper join the firm as investment directors, while Joe Holland assumes the role of assistant investment manager.
All three join Tyndall from Walker Crips.
Deutsche Bank International Private Bank (IPB)
The banking group has appointed Arjun Badhwar as the deputy head of its global south Asia team.
Badhwar, who is based in Singapore, will take on his role immediately and report to Rajesh Mahadevan, the head of global south Asia.
Julius Baer
Marcel Suhner has taken on the role of head of intermediaries for German- and Italian-speaking Switzerland at the wealth manager.
He is taking over from Michel Yigit, who has decided to pursue a new opportunity outside the bank.
Suhner has been with Julius Baer since 2015, when he joined the intermediaries northern Europe and UK business development team.
Since 2016, he has been head of intermediaries Europe.
David Reymond, head of intermediaries Apac and Emea, will take over as head of intermediaries Europe ad interim.
Progeny
Freya Robertson has been appointed to the new role of chief of staff to the chief executive.
She previously spent four years as executive assistant to chief executive Neil Moles.
Impax Asset Management
The asset manager has hired Leah Wood as global head of marketing and client experience.
She joined Impax in 2016 to build and lead the client service function in North America, and most recently held the role of head of global client experience.
Artemis
The fund manager has hired Toby Gibb as head of investment solutions.
He joins in June from Fidelity International, where he most recently held the role of global head of investment directing.
Also, Artemis has announced that David Hollis will take over management of its multi-asset, absolute return vehicle, the Artemis Strategic Assets Fund.
Hollis joined Artemis in October 2022 to develop systematic, multi-asset solutions for retail and institutional clients.
Evelyn Partners
The wealth management and professional services group has hired Ciara Oliver as a financial planner in its London team.
Oliver was previously at UBS Wealth Management and Killik & Co.
TrustQuay
The technology provider for trust sector has named Diane Betts as global head of professional services.
She previously led digital transformation and payment solution programmes for global banking clients at Fiserv and Dovetail.
Quilter Cheviot
The investment manager has hired Margaret Schmitt as responsible investment analyst.
Schmitt joins Quilter from infrastructure consulting firm AECOM, where she held the role of climate and sustainability consultant.
