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People Moves: GSB, Evelyn Partners, CISI

Wealth manager hires managing partner as professional services firm appoints chief risk officer

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GSB

The wealth manager has hired Jon Urquhart as managing partner and co-head of GSB Private as it continues to expand its UK business.

Urquhart has spent 18 years in financial services, most recently as director of mortgages at Mantra Group, where he led the mortgages division and was a specialist in large loans with private banking clients.

Evelyn Partners

The professional services firm has appointed Bindesh Sajvani as chief risk officer and group head of compliance.

Sajvani joins from Pendal Group the owner of J O Hambro Capital Management, where he was the global chief risk officer.

Prior to this he was global chief risk officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.

His career has included senior risk and compliance roles in subsidiaries of Lloyds Bank Plc (Scottish Widows Investment Management), Aviva Plc (Morley Fund Management) and at Aberdeen Asset Management.

CISI

The institute has promoted Glen Murphy to head of CISI’s Wealth Management Forum Committee.
Murphy takes over from Hamish Warnock, who has chaired the committee since 2020.

He has over 20 years of experience in wealth and investment management. He was formerly chief operating officer at Stonehage Fleming and Multrees and has held leadership roles at Schroders and Rathbones.

He is also a member of the CISI Fintech Forum Committee.

Murphy is keen to grow the professional forum membership to drive more robust engagement in the CISI through regular activities and thought leadership events.

The institute has also appointed Christopher Clark and Sushil Saluja as new members of the board.

Clark is a relationship manager at RBC Brewin Dolphin and has been active with the CISI Scottish Committee for many years.

He served as committee president for four years and has been a keen advocate of financial education.

Saluja is a senior business leader and adviser based in London, focused on international business, technology-led transformation, and education .

He has over 30 years’ prior experience at Accenture. He led business units for EMEA (based in London) and Asia Pacific (based in Hong Kong) and has launched FinTech accelerators in Hong Kong and Dubai.
Since leaving Accenture, he has undertaken roles within Temasek (Singapore) and for the Bank of England. He currently acts as senior adviser to several multinational organisations.

Liontrust

The asset manager has appointed Kristian Cook as head of UK distribution.

Under Cook, the UK single strategy and Multi-Asset sales teams are being brought into one team to further enhance the strong levels of client service at Liontrust.

Cook will report to Ian Chimes, head of global distribution.

Prior to joining Liontrust, he was at Franklin Templeton and JP Morgan Asset Management.

The newly structured UK sales team will promote both single strategy funds and solutions, with the latter including sustainable managed funds, multi-asset funds and portfolios, depending on the individual requirements of clients.

Bravura Solutions Limited

The software solutions provider has promoted Paul Dunn and Chris Spencer to regional chief executive officers.

Dun and Spencer will take up their new roles as chief executive’s of APAC and EMEA business respectively with immediate effect.

Both will be responsible for the end-to-end financial management and operational delivery for their regions, with a focus on driving growth and improving client outcomes.

And will report into group chief executive and managing director, Andrew Russell.

Hampden & Co

The private bank has hired Claire Mann to the new role of head of client proposition.
Mann will lead the bank’s Client Relationship Management (CRM) programme.

She will report to Andrew Bell, chief commercial officer at the bank.

Mann joins from Handelsbanken where she was senior operations and programme manager responsible for the design, implementation and management of CRM.

She has also held senior operational and CRM roles at NatWest, KPMG and HSBC.

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