Axa Group
After 10 years at Axa, Véronique Weill, chief executive of Axa Global Asset Management, group chief customer officer, and a member of the group’s management committee has decided to step down to focus on new professional challenges.
Weill joined Axa in 2006 as chief executive of Axa Business Services and group executive vice president of operational excellence.
In 2009, she became group chief operating officer, joining the management committee in 2013. As of July 2016, she was appointed to her current roles.
James Hambro & Partners
James Hambro & Partners has announced that portfolio manager Rosie Bullard, head of business development Christopher Macklin, and chief operating officer Martina Iannotti have been made partners of the business.
Specialising in private client work, trusts and charities, Bullard is a fhartered financial analyst and member of the Chartered Institute for Securities and Investment. She joined JH&P in 2013, having previously worked for HSBC Investments and UBS Wealth Management.
Macklin has been instrumental in developing key links between JH&P and professional advisers and consultants. As a partner he will continue to build these key strategic relationships for the firm. He has a background in legal services, having qualified as a solicitor with international law firm Ashurst. He later joined Schroders Private Bank, where he was in charge of intermediary strategy. He moved to JH&P in 2013.
Iannotti is responsible for business processes, systems and technology, ensuring the firm has a first-class infrastructure to support the investment team and clients. She has delivered a wide range of successful projects for the business. She also has a legal background, having switched from the law to financial services in 2010 when she joined UBS. She came to JH&P two years later to be part of the investment team and was made chief operating officer in January 2015.
Fidelity International
Bill McQuaker has been appointed portfolio manager of Fidelity International’s five funds in the Fidelity Multi Asset Open range. A portfolio manager with over three decades of investment experience, McQuaker joined Fidelity in October 2016 from Henderson Global Investors where he was co-head of multi-asset.
Smith & Williamson
Smith & Williamson has hired Rupert Phelps to spearhead the growth of its family office business. He joined on 9 January as a partner from Savills, where he was director of family office services.
His appointment follows the retirement last year of Frank Akers-Douglas, chair of the committee that was previously responsible for the firm’s family office business. Prior to Savills, Phelps held a similar position at BNY Mellon and has close to 20 years’ experience in the financial and wealth management sector.
RWC Partners
RWC Partners confirms that it has appointed Cressida Williams as its new chief financial officer, and Joydeep Lahiri as head of performance, risk and attribution.
Williams joins the business from PwC where she has worked since 1998. During this time she held positions including chief operating officer for the group’s Insurance and Investment Management Assurance Division and Financial Controller of PwC UK, reporting to the organisation’s Finance Director.
Lahiri joined RWC Partners at the end of 2015 from Russell Investments where he was responsible for advising fiduciary clients in the UK.
Following the appointment of both Williams and Lahiri, Gemma Bainbridge and Bob Ritchie have left the business.
