PEOPLE MOVES: RBC WM, Embark, Liontrust

Wealth firm names head of Hong Kong private banking, as retirement provider hires head of platform

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RBC Wealth Management Asia

Hygent Chan has become executive director to lead a newly created private banking team in Hong Kong.

He joined from Bank of Singapore where he served as a senior relationship manager.

Chan will be responsible for growing client relationships with ultra- and high net worths and their families.

Embark Group

Retirement solutions provider Embark Group named Sara Wilson as head of platform proposition.

She recently transferred from Alliance Trust Savings (ATS) following Embark’s acquisition of its advised client book in 2020.

Wilson will look after the propositions for Embark’s platform and Advance by Embark, which offer digital wealth and retirement solutions for financial advisers.

She joined ATS in 2013 in a similar role.

Liontrust

James Klempster has taken on the role of deputy head of multi asset at Liontrust.

He joins from Momentum Global Investment Management, where he served as head of investment management for nearly 14 years.

IQ-EQ

The global investor services group recruited Caroline Bagshaw as group chief people officer.

Based in London, she will be in charge of the group’s HR for the 23 jurisdictions it operates in.

Bagshaw replaces outgoing group chief people officer Teresa Lamy.

She joins from banking app Monese where she served as interim head of people.

Alpian

Swiss digital private bank Alpian appointed Victor Cianni as head of investments.

He will lead the firm’s wealth advisory offering, along with discretionary management products for private banking clients.

Cianni was previously at Citi Private Bank where he led the investment lab team, covering the Mena and Northern European regions.

Comgest

The international asset management partnership has made two senior hires.

Ian Lewis has become head of investors relations. He joins from Nikko Asset Management where he was global head of investment propositions and consultant relations.

David Rowe has taken on the role of head of marketing and investor services. He was previously global head of marketing at Jupiter Asset Management.

HFMC Wealth

Emma Clarke has been named as an investment manager at the wealth firm.

She will manage HFMC’s multi-asset portfolios alongside investment director James Tuson and fund analyst Finlay Holland.

Clarke was previously head of fund research at Beaufort Investment, a position she left in December 2020 after nearly five years at the company.

Shepherd & Wedderburn

Denton’s Scottish private client team will join UK law firm Shepherd and Wedderburn to create one of Scotland largest private client practices.

The move will expand the firm’s specialist asset protection, personal tax planning, trusts, and succession planning offering.

The team of 20 is led by partners Eleanor Kerr and Alexis Graham, bringing the department’s total headcount to 46.

Denton’s 20 private client professionals will move over to Shepherd and Wedderburn from 1 April 2020.

Tilney Smith & Williamson

Wealth management firm Tilney Smith & Williamson expanded its Chelmsford team by hiring Shaf Hussain as a financial planner.

He joins from Pinnacle Wealth Management, an appointed representative of St James’s Place, where he spent four years as a financial adviser focusing on City professionals, business owners and family clients.

Hawksmoor Investment Management

The investment management firm made three hires in its soon-to-be-opened Bath office.

Dean Hodgson will become a senior investment manager, Mike Topham will take on the role of business development manager, and Sally Overton has been recruited as a trainee investment manager.

Prior to joining, Hodgson was senior investment director at Investec for nearly nine years; Topham was business development director at Investec Wealth and Investment for over 10 years; while Overton held a similar role at Investec for more than two years.