HSBC Private Banking and Wealth Management
Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021.
He is based in Geneva and will develop the house view, asset allocation and thematic ideas for the firm.
Leontaris is currently head of fixed income advisory at the Swiss private bank. He has been at HSBC for 14 years.
Schroders
The asset management giant hired dame Elizabeth Corley as non-executive director, member of the nominations committee and chair designate, effective from 1 September 2021.
She will succeed Michael Dobson as chair following the company’s annual general meeting on 28 April 2022.
Corley was previously chief executive of Allianz Global Investors and has 45 years’ experience in financial services.
Before taking on her position at Schroders, she will step down as a non-executive director at Morgan Stanley and Pearson.
Her appointment is subject to shareholder approval.
Sanlam Wealth
Chief executive John White has left the business after four and a half years.
Jonathan Polin, chief executive of Sanlam UK, will take on the role of interim head of Sanlam Wealth.
AAM Advisory
Shreemati Vadarajan has been promoted to chief investment officer at the Singapore-based advice firm.
She joined the company in December 2019 as head of investments, having briefly worked at Farringdon Asset Management after spending nearly seven years at Globaleye Singapore.
Britannia Global Markets
The UK brokerage firm recruited Simon Black as chief investment officer.
Black held a similar position, and other senior roles, at wealth management firm Dolfin where he worked at since 2018.
Dolfin entered administration on 1 July 2021, after the Financial Conduct Authority ordered the company to stop carrying out regulated activities.
Subsequently, Britannia Global Markets bought certain client assets from Dolfin.
Kingswood
Chairman and non-executive director Kenneth West is retiring from the wealth giant.
He will continue as a consultant for six month, after serving on the company’s board for over seven years and as chairman for more than five.
David Hudd will become acting chairman while Kingswood looks for a successor.
Hudd joined the Kingswood board in 2018 and was previously deputy chief executive and a partner of global law firm Hogan Lovells.
AIC
The Association of Investment Companies has recruited Richard Stone as chief executive, effective from 13 September 2021.
After a handover period, current chief executive Ian Sayers will step down in October.
Stone previously held a similar role at Share plc, The Share Centre platform, from 2014 to 2020 and was finance director from 2006 to 2013.
Church House
James Mahon is stepping down as chief executive of Church House.
He has been at the helm of the investment management firm for 11 years.
He will be replaced by current joint-chief investment officer and director Jerry Wharton from 1 January 2022.
Mahon will remain at the company as joint-chief investment officer and as an executive director, as well as keep co-managing the Tenax Absolute Return Strategies fund.
Lazard Asset Management
Global asset manager Lazard has expanded its global alternatives investment platform with a senior hire.
Robert Wall will become managing director and head of sustainable private infrastructure from October 2021 and will be based in London.
He was most recently a partner and member of the infrastructure investment committee in private markets at Federated Hermes.
Association of Financial Advisers
The Australian trade body for the financial advice sector appointed Helen Morgan-Banda as chief executive.
She recently held similar positions for the Law Society of New Zealand and the Royal New Zealand College of General Practitioners.
She will take on the role from 2 August 2021.
