Vanguard
Vanguard has appointed Jon Cleborne to succeed Sean Hagerty as head of Europe.
Cleborne currently heads up the firm’s Personal Investor advice service in the US.
He joined the firm in 2003 and has held various leadership roles, including serving as the global head of portfolio review.
Chris McIsaac, managing director and head of Vanguard’s international business, said: “We are thrilled that Jon is taking the reins in Europe. A 20-year Vanguard veteran, Jon’s wealth of experience and global perspective will be instrumental to our focus on serving financial intermediaries and individual investors at a time of significant momentum for Vanguard in Europe.”
Hagerty will continue in the role until June, before relocating back to the US. He took up the role in London in 2016.
Quilter Cheviot International
The firm has hired three financial planners to its Jersey office.
Gillian Schweppe, Matthew Fielding and David Lockhart have all joined the business. Schweppe and Fielding join from SG Kleinwort Hambros while Lockhart joins from HSBC.
They join the recently appointed head of advice Kevin Speake in working on the firm’s planning proposition. The advisers are supported by paraplanner Anastasia Smith.
Quilter said the introduction of financial planning capabilities to the Jersey office ensures it can offer international clients an integrated wealth management offering, including both financial planning and investment management.
Federated Hermes
The asset manager has hired Tara-Grace Dougherty as director of business development for the UK and Ireland, where she will focus on liquidity products.
Dougherty brings almost 20 years of experience to the position, with her last role at Scotiabank Global Banking and Markets as director of short term investment sales. She has also worked at Bank of America Merrill Lynch in its UK and US markets.
In her new role, she will report to Dan Churchouse, head of business development for UK and Ireland, and work to expand the liquidity product offering. Federated Hermes said the appointment follows two liquidity funds launched last year, the Short-Term Euro Prime fund and the Short-Term Sterling Prime fund.
