Jupiter
John Chatfeild-Roberts is to step down from the Jupiter’s board on 30 November to focus solely on running the £8bn ($10bn, €9.4bn) Merlin multi-manager fund range. Together with Algy Smith-Maxwell, he has been responsible for creating and managing the Merlin range since it was launched in 1992.
Chatfeild-Roberts has served on Jupiter’s board for nine years, having worked at the firm for 15 years and served five years as chief investment officer.
LGT Vestra
LGT Vestra has made two senior appointments with Andrew Cattle joining as a wealth manager and Noel Craven as an investment manager.
Cattle is a senior wealth management professional with over 30 years of wealth management, private banking and investment banking experience. He joins LGT Vestra after 10 years at Credit Suisse.
Craven has joined the institutional team, headed by partner Jacqueline Crawley, and brings his multi asset class portfolio management expertise to the team. He joins from Falcon Private Wealth where previous roles included head of investment solutions and head of discretionary portfolio management.
John Hancock Investments
John Hancock Investments has named Luji Brock as managing director supporting the firm’s Ucits business and Brad Feeley as managing director and ETF Specialist.
Brock, based in Houston, joined John Hancock a year ago as a vice president and strategic relationship manager for the firm’s Retirement Plan Services business. Previously she served as the Ucits sales specialist for Eaton Vance. She reports to Todd Cassler, president of institutional distribution.
Feeley, based in Chicago, is focused on retail and institutional channels at John Hancock Investments, acting in a specialist capacity with existing salespeople as well as covering ETF-centric firms directly.
Most recently he was with Guggenheim Investments, where he sold UITs and ETFs in the midwest region across a range of channels. Prior to that, he was with Invesco in various roles. He reports to Michelle Fuller, managing director, ETF distribution.
Openwork
Openwork has appointed Sarah Alder and Paul Booler as wealth development managers as part of the network’s move to introduce specialist support teams, with immediate effect.
Alder, previously a client relationship director at The Wisdom Council, and Booler, formerly a regional sales manager for Coram Asset Management, will work closely with Openwork’s product proposition director Graham Angell to support all elements of the group’s wealth proposition including its platform, fund proposition Omnis and wider customer solutions.
Rowan Dartington
Rowan Dartington has named Oliver Mustin as investment manager, joining Hitesh Mistry and Paul Smith in the firm’s Birmingham office.
Mustin, a chartered wealth manager and chartered fellow of the Chartered Institute for Securities & Investment (CISI), is joining the firm after nine years with BRI Wealth Management.
As a private client manager at BRI, he provided both discretionary and advisory investment management services for private clients, family trusts, charities, and pensions. He will continue with these responsibilities along with offering DFM solutions to SJP Partners.
Close Brothers
Close Brothers Asset Management (CBAM) has strengthened its financial education corporate relationship team, with four new hires.
Mike Hardy has been appointed director of strategic partnerships bringing with him over 15 years’ experience working at HSBC, Aviva and Lloyds Bank. His role will be to widen the use of CBAM’s financial education services across UK employers via key partnerships and associations.
Hardy is joined by three colleagues: Tracie Denson and Marcus Read join as directors – financial education. Denson will look after businesses in the north of England and Scotland and Read will work in the southeast.
Stacey Lewis is also joining the firm’s client service team.
