Wealthify
The digital investment platform has appointed Colleen McHugh as permanent chief investment officer (CIO) after joining on an interim basis earlier this year.
She has been a member of Wealthify’s investment committee since 2019 and has over 20 years’ experience in the investment and financial services industry.
Michelle Pearce-Burke, Wealthify co-founder and previous chief operating officer has returned from maternity leave in November to a new role as chief strategy officer.
Lucille Bellec has stepped into the role of chief operating officer.
She previously worked at Aviva, where she held a number of senior roles, including running the group chief executive office.
Seccl
The platform technology provider has further strengthened its leadership team, with the appointment of Alex Henderson as chief risk officer.
Henderson spent the last nine years at Virgin Money, where she is currently head of capital management.
Vontobel Swiss Wealth Advisors (VSWA)
The Vontobel subsidiary has named Peter Romanzina as chief executive, effective 15 December.
It is planned that Romanzina will also lead the new unit that will be created as a result of the legal and operational merger of Vontobel Swiss Financial Advisers (SFA) and VSWA at the end of the first quarter of 2023.
Jürgen Wegner, chief executive of the former UBS Swiss Financial Advisers – today Vontobel SFA – will become deputy chief executive of the newly merged unit, which is to also operate under the Vontobel SFA brand.
Vontobel completed its acquisition of UBS Swiss Financial Advisers AG (SFA) on 1 August 2022.
Jacqueline Hess, former chief executive of VSWA, has decided to hand over operational responsibility for the wealth management business with North American clients and to join the board of directors Vontobel SFA as vice chair.
Alongside his existing role, Jean-Philippe Bertschy will take over the management of the Vontobel Swiss Equity Research team from Romanzina.
The DIFC Insurance Association (DIFCIA)
The association has appointed Simon Price as chief executive.
Price is currently head of market management Middle East at Zurich.
The DIFCIA serves as the representative body and ideas hub for an important sector of the DIFC community.
J Safra Sarasin
The banking group has hired Michael Leutwyler and Rupesh Singh as managing director.
They both join from Julius Baer, where they were managing directors and senior advisers.
Stonehage Fleming
The multi-family office has hired Laura Perkins as senior trustee in Jersey.
She joins Stonehage Fleming from Collas Crill, where she was a group partner.
Amati Global Investors
The independent asset manager has named Tom Whitfield as sales director.
He will have responsibility for clients in London and the broader south east region.
Whitfield joins Amati from Sanlam Investments UK, where he was an account director with responsibility for wholesale and institutional clients across the London region.
Praxis
The private wealth and corporate services firm has appointed Dominic de Mariveles as commercial director.
De Mariveles previously had three years at Crestbridge as group business development director and 10 years as global client relationship director at Bryan Cave Leighton Paisner.
