FWD Group
The insurance group has named Jeremy Porter as group chief risk officer.
He joins FWD from Axa, where he was chief risk officer, Hong Kong and Macau.
Porter succeeds Niall Grady, who had been serving as interim group chief risk officer as well as group chief compliance officer since April 2022.
Grady will remain in his role of group chief compliance officer and will report to Porter.
Amundi
The asset manager has bolstered its managerial teams in Europe.
Cinzia Tagliabue has been appointed chairman of Amundi Italy’s board of directors, Gabriele Tavazzani named chief executive of Amundi in Italy, and Franck Du Plessi appointed chief executive of Amundi in Austria.
Novia Global
David Field has been promoted to director of proposition and development at the platform, according to his Linkedin profile.
He was previously director of business management and IT.
IWP
The UK advice consolidator has announced David Inglesfield left the firm on 31 December when his role as chair of IWP Investments came to an end.
Inglesfield was previously chief executive of IWP.
IWP has not named his replacement as chair of IWP Investments yet.
LGT Wealth Management
The wealth manager has appointed Adam Burniston as lead portfolio manager of its model portfolio service (MPS).
Previously a portfolio manager at Sanlam, formerly Thesis Asset Management, he managed a range of multi-manager MPS propositions, multiple private fund-of-funds and was head of the investment risk committee.
Evelyn Partners
The wealth management and professional services group has hired David Rankin as managing partner covering its Edinburgh and Aberdeen offices.
Rankin joins Evelyn Partners from Investec’s Edinburgh office, where he was most recently senior wealth planning director.
Julius Baer
The private banking group has expanded in its Swiss home market and has formed a new sub-market for the regions of Aargau and Solothurn.
As of 1 January 2023, Claude Luethi joined Julius Baer as head of this market, which he will build up and manage from Zurich, and also Josef Zellweger started at Julius Baer to set up an area for advising Swiss non-profit foundations.
Luethi joins Julius Baer from Credit Suisse Switzerland, where he had held various specialist and management positions in private banking since 2002. Zellweger was previously at Credit Suisse Switzerland, where he was most recently as head of partnerships, foundations and acquisitions for six years.
Close Brothers Asset Management (CBAM)
Simon Long has joined the wealth firm as an investment director.
He joins from Investec Wealth & Investment, where he predominantly managed investments for advisers and private clients within a variety of wrappers.
BlackRock
The fund management giant has named James Raby as Apac head of wealth.
Holding more than 15 years’ experience at the firm including leadership roles across strategy, corporate development, finance and audit in London, San Francisco, New York and Hong Kong.
Nedbank Private Wealth
The wealth firm has made four appointments to its private banking team as part of a planned expansion in its Jersey office.
Richard Tribe has been appointed as a senior private banker and brings more than 35 years’ experience in the offshore financial industry.
Supporting Tribe will be Matt Gollop, who has joined the team as a private banking officer. He is experienced in working with private clients and intermediaries both locally and internationally.
Paul Treacy has been appointed as a corporate trustee relationship manager. He has more than 30 years’ experience working for major financial institutions in Jersey and will be focusing on managing and growing the business’s trust and corporate book.
Laura Love has also joined the team as a senior private banking officer. Love has 25 years’ experience in financial services, having worked previously as a relationship manager and private banker.
Rothschild & Co
The financial services firm has appointed Richard Brass to its UK wealth management business as a managing director.
He will lead a client adviser team and is joined by former colleague Becky Orme as an assistant director.
Brass was Berenberg’s UK head of wealth and asset management.
Orme began her career at Berenberg in 2010 in mid office operations and client services; since 2018 she has worked as an investment adviser to ultra-high net worth private clients based in the UK and the Channel Islands.
Lombard Odier
The Swiss private banking group has hired Rogerio Zanin and Juliana Lage to its office in São Paulo.
Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the executive committee. Lage also joins Lombard Odier from Julius Baer Family Office, where she held the position of senior relationship manager.
Dynamic Planner
The risk-based financial planning tech provider has appointed Michael Whitfield as chair.
He founded Thomson Online Benefits in 2000, which he led for 17 years as chief executive.
Leo Wealth
The wealth firm has hired Vivian Hu as managing director and senior client adviser, effective 3 January.
Hu started her career in wealth management in New York, before moving to Hong Kong in 2019 to join Pictet Wealth Management.
VG
The financial services provider has made six promotions within its private wealth team.
Christie Barette has been promoted to senior manager.
James Amos, who joined VG in 2018, has been promoted to manager.
Also, Charlotte Manby has been promoted to assistant manager, Tommy Ling and Tyler Hine to trust officer and Jonathan Chamberlain to trust administrator.
Step
The global professional association for practitioners who specialise in family inheritance and succession planning has named Tony Pitcher as chair,
He is chair of the Jersey Board of Altum Group.
Pitcher qualified as a chartered accountant in 1986 and over the course of his career has worked for PwC, EY, RBC and Barclays Wealth before joining Altum Group in 2014.
Old Mill
The wealth manager has hired tax specialist David Gage as partner and head of VAT.
He joins from Evelyn Partners, where he was director of VAT.
Alex Picot Trust
The trust company has promoted Solange Rebours to the board position of operations director.
Rebours joined Alex Picot Trust in 2002 as part of the acquisition of the trust company that she had worked for since 1985.
