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PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor

By Cristian Angeloni, 11 May 22

Wealth firm names interim CIO, while financial services provider hires global head of intermediaries

Wealthify

The UK investment firm has promoted Colleen McHugh to interim chief investment officer, succeeding David Semmens, who is leaving the business.

She will work alongside Kyle Cox who takes on the role of deputy chief investment officer.

McHugh is the managing director of Guernsey-based 1818 Venture Capital and has been on Wealthify’s investment committee since 2019.

IQ-EQ

Matt Haynes has been promoted to global head of business intermediaries and partners at the financial services provider.

He spent the last eight years as group business development director at the firm.

Interactive Investor

The UK investment platform has hired Saj Arshad as chief commercial officer.

He was previously at Santander where he worked as chief customer and innovation officer since 2020.

Invesco

Oliver Bilal has become head of Emea distribution at the global investment manager.

He joins from Natixis Investment Managers where he worked as head of international sales and marketing.

JO Hambro

The asset manager has recruited Frederic Lejeune as managing director of its newly established Paris office and country head of Frabelux.

He will be responsible for sales in France, Belgium and Luxembourg.

Most recently, Lejeune was president and managing director for Robeco France.

Nucoro

Steve Hoy has taken on the role of head of partnerships at the wealthtech platform.

He used to hold a similar role at Swedish fintech firm Minna Technologies.

Trium Capital

The alternative asset management business has hired Rosie Duffell as managing director of sales and investor relations.

She spent the last 13 years at Goldman Sachs Asset Management, where she was responsible for the Emea client business.

Redwheel

The independent investment firm – formerly known as RWC Partners – has recruited Stephanie Kelly as head of thematic sustainability research, a newly created role.

She was previously deputy head of Abrdn Research Institute, where she was responsible for the integration and application of ESG research across the business.

Avellemy

Head of collectives Alena Kosava has left the discretionary manager, a year after joining.

It is not clear where she will move to next.

Her departure follows the sale Avellemy’s parent company, Ascot Lloyd, to European private equity investor Nordic Capital.

Lowes Financial Management

The UK advice firm has promoted Andy Gardiner to associate director, a newly created role.

He has been at firm as a financial adviser since 2005.

Tags: Ascot Lloyd | Interactive Investor | Invesco | IQ-EQ | JO Hambro | Rwc Partners | Wealthify

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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.