ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.

PEOPLE MOVES: Curtis Banks, GSB, SFC

Sipp provider names interim CEO, while UAE advice firm makes c-suite change

|

Curtis Banks

The UK-based Sipp provider has named Peter Docherty as interim chief executive and executive director of the group with immediate effect, pending regulatory approval.

This means that current executive chairman David Barral will revert back to the role of non-executive chairman.

Docherty was most recently chief executive and managing director of the Embark Platform, while previously serving as chief executive and risk officer of Alliance Trust Savings.

This comes as wrap platform Nucleus agreed to acquire Curtis Banks Group for a total equity value of £242m ($287m, €273m).

GSB Capital

Dean Kemble has been promoted to chief commercial officer at the Dubai-headquartered advice firm.

He joined the business in October 2021 as managing partner. Prior to that, he spent over seven years in senior roles at Friends Provident International.

SFC

Hong Kong’s Securities and Futures Commission has promoted Keith Choy, current senior director of intermediaries, to interim head of intermediaries.

He will oversee the intermediaries division pending the appointment of an executive director to head the division, following Julia Leung’s promotion to chief executive of the regulator.

Choy has been at the watchdog since 1998.

Sentient International

The Isle of Man-based trust services provider has hired David Solly as managing director.

He joins from Dohle Corporate Services, where he spent nearly three years as a business development manager.

First Sentier Investors

The investment firm has recruited Jane Daniel as chief risk officer, based in London.

She was previously at Aegon Asset Management, where she served as global chief risk and compliance officer.

Carmignac

The French asset manager has named Lloyd McAllister as head of sustainable investment.

He joins from Newton Investment Management, where he worked for four years, most recently as head of ESG research.

Edentree Investment Management

The UK-based asset manager has made two senior promotions within its distribution team.

Adrian Judge will take on the role of head of international distribution; he was previously head of wholesale and FIG distribution.

Regional sales director James Tomlinson will become head of wholesale distribution for the UK.

Nucleus Financial

Chris Macdonald has been promoted to business development director, key accounts, at the adviser platform.

He most recently was business development director for London, and has been at the company since 2006, when he joined as an IFA account manager.

Hoxton Capital Management

Peter Shaw has taken on the role of senior wealth manager at the Dubai-based advice firm.

He joins from Genesis Insurance Brokers (previously Goodwill Insurance Brokers), where he served as chief executive and general manager for just under two years.

LGT Wealth Management

The wealth management arm of LGT has promoted Finn Hunt to business development manager.

He joined the company in July 2021 as a trainee.

Latest Stories