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PEOPLE MOVES: SEI, Aviva, AES International

By Robbie Lawther, 6 Apr 22

Tech firm names CEO, as insurer hires chief financial officer

SEI

The fintech solution provider has named Ryan Hicke as chief executive.

He is executive vice president and chief information officer.

Hicke will succeed founder Alfred West Jr, who is transitioning to the role of executive chairman.

Aviva

The insurance giant has appointed Charlotte Jones as chief financial officer and executive director with effect from 5 September 2022.

She was previously chief financial officer of RSA Insurance and interim chief executive of the RSA UK and International business.

AES International

The Dubai-based firm has hired Chloe Higgins as senior associate.

Higgins was previously at UK firm Equilibrium Financial Planning, where she was senior client manager and team leader.

Rothschild & Co

The financial services giant has hired David Kilshaw as a managing director and head of private client wealth solutions in its UK wealth management business.

He joins from specialist private client advisory firm Rawlinson & Hunter.

Tilney Smith & Williamson

The wealth management and professional services group, which is set to re-brand to Evelyn Partners, has named Andrew Wilkes as chief professional services director.

He joined the firm in 2004 and has been head of tax for the past two years.

Wilkes succeeds Susan Shaw, who has been a member of the professional services executive for the last 10 years and who has led the business for the past four.

Shaw will hand over the reins to Wilkes at the beginning of July. She will remain as a partner but return to client work before retiring next March.

Also, the firm has hired Sarjul Patel as US/UK tax director.

Patel was previously associate director at US Tax & Financial.

Killik & Co

Georgie Killik will take on the role of deputy senior partner of Killik & Co.

She was previously head of innovation.

Ross Trustees

The professional trustee and pensions services firm has named Andrew Bradshaw as chief executive.

He will succeed Nigel Moore, who will remain on the board.

IQ-EQ

The financial services provider has hired Andréia Prates and Rachael Leung as client service directors in Asia.

Prates joins IQ-EQ’s Singapore office and previously worked for Deutsche Bank, Standard Chartered Bank and Brown Brothers Harriman.

Leung joins in Hong Kong.

IQ-EQ has additionally strengthened its senior client servicing team in Asia with the promotion of Connie Chan, who will take on the role of client service director in Hong Kong.

Epworth Investment Management

Simon Woolnough has been named as head of business development at the firm, according to his Linkedin profile.

He was previously head of distribution, tax at the Blackfinch Group.

Charles Russell Speechlys

The law firm has appointed Tom Henderson as head of trusts.

He joins Charles Russell Speechlys from Rawlinson & Hunter, where he established the firm’s Zurich office and started its Swiss trust company.

Tags: AES International | Aviva | Charles Russell Speechlys | IQ-EQ | Killik & Co | Rothschild | SEI | Tilney Smith & Williamson

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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.