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PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi

IFA firm names CEO, as platform hires director of adviser and customer experience

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Chase de Vere

Stephen Kavanagh will retire as chief executive of the IFA firm on 29 April 2022 and become the company’s chairman.

Kavanagh has spent 12 years as chief executive.

Kathleen Gallagher, who joined Chase de Vere as a trainee financial adviser in August 2000, will succeed Kavanagh as chief executive.

She was most recently director of advisory services.

Novia Financial

The platform business has named Christina Dolding as director of adviser and customer experience.

Dolding joins Novia from LV=, where she worked in the heritage business for two and a half years.

Prior to that, she spent nearly 13 years at Quilter during which time she held a number of senior roles including head of customer experience and innovation.

Amundi

The asset manager has named Vincent Mortier as chief investment officer.

Mortier has been group deputy chief investment officer of Amundi since 2015.

He succeeds Pascal Blanqué, who has been appointed chairman of the newly created Amundi Institute.

Also, Matteo Germano has been appointed deputy chief investment officer of Amundi.

Germano’s former responsibilities regarding the multi-asset investment platform will be divided as follows: John O’Toole is named head of multi-asset investment solutions and Francesco Sandrini is named head of multi-asset strategies.

Sanlam Private Wealth

Chief executive Penny Lovell has left the business, a spokesperson confirmed to our sister publication Portfolio Adviser.

The wealth arm was sold to funds managed by Oaktree Capital Management in September 2021, with completion expected in April.

Sanlam declined to provide any comment beyond confirming Lovell’s departure.

She joined Sanlam UK in September 2017 from Close Brothers Asset Management, where she was managing director, prior to which she held a similar role at Rothschild Asset Management.

Citi Private Bank

The group has bolstered its UK operation with four hires.

Helen Gammons joins from HSBC Private Bank, where she spent almost seven years – including over four years in the media and entertainment group and prior to that was based in Monaco.

Sehr Askari joins from Standard Chartered Private Bank in London, where she was responsible for marketing a multi-asset platform of products and services to global south Asian and European high net worth and ultra-high net worth clients.

Nadia Kribi joins from Kleinwort Hambros, where she spent 17 years serving some of the bank’s most high profile clients.

Neil Hutchison has joined from Barclays Wealth Management in London, where he worked with UHNW clients and family offices across multiple jurisdictions.

Wren Investment Office

The multi-family office has made three senior and four executive appointments.

Eirian Jones, one of the founders of Wren, has been appointed chief investment officer.

Daniel de Fernando is stepping aside from that role as planned last year, but will remain a non-executive director and a member of the investment committee.

William Drake has been appointed a senior adviser and Robert Mason joins Wren as private equity consultant.

The four additional executive appointments at Wren are as follows: Dan Young joins the client team as client relationship associate director from Stonehage Fleming; Luke Heywood-Jones will be an investment analyst, Roger Windmill has been brought into the operations team and Alice Woods has joined the client relationship team.

Charles Stanley

Richard Kelly has been hired as head of strategic partnerships.

He joins from Brooks MacDonald, where he was also head of strategic partnerships.

Also joining the team to help drive growth in the intermediary market is Laura Mathison as intermediary sales manager.

She was previously at Brooks Macdonald, Nucleus and Standard Life.

Tenet Group

The adviser support network has appointed Simon Broadley as managing director of Tenet&You – its advice business.

Dave Harris has also joined as head of customer acquisitions.

Columbia Threadneedle Investments

The global asset management group has appointed Emmanuel Archampong as head of insurance, Emea.

Archampong joins from Wells Fargo Asset Management, where he was head of insurance business development for all markets outside of the US, a role he has held for the past two years.

Generali

The insurance giant has announced that chairman Gabriele Galateri di Genola will withdraw his name from consideration for the upcoming board renewal.

It said: “The board has conveyed its appreciation for his decision which reflects the intention of the board to select a future chairman who fully meets the independence criteria according to the Italian Corporate Governance Code.”

Schroders Personal Wealth

The advice firm has appointed Rupert Dickinson as an independent non-executive director to its board.

He previously worked at Barclays Bank, joining the group in 2000 and rising to chief executive of Barclays Stockbrokers in 2012. He was also a member of the executive committee of the wealth management division from 2012 until his retirement in 2018.

Dickinson is currently a non-executive director of JP Morgan Elect, Sparrows Capital and Killik and Co.

Crestbridge

The financial services provider has named Ellie Sharples as director, senior compliance officer.

Prior to joining Crestbridge, Sharples spent four years as a senior manager at the Jersey regulator leading a team of regulatory supervisors responsible for assessing Jersey banks compliance with financial services regulations, local and international laws.

Liontrust

David Roberts is to retire from fund management in August. This comes after a career of managing fixed income funds and investment teams that began in 1988.

He joined Liontrust in January 2018 along with Phil Milburn and Donald Phillips to create the Liontrust Global Fixed Income team.

Roberts will increasingly step back from investment management over the next few months and reduce his marketing commitments, with Milburn and Phillips becoming co-heads of the Liontrust Global Fixed Income team.

Milburn will be responsible for macro-economic analysis, while he and Phillips will continue to co-manage the four funds.

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