InvestCloud
The global wealth tech provider announced that its chief executive John Wise has left the company.
Richard Lumb, a current director on the InvestCloud board has been appointed interim chief executive.
The board also has initiated a search for a permanent chief executive.
Eastspring Investments
The Asia-based asset management business of life insurer Prudential has appointed Bill Maldonado as its interim chief executive.
Maldonado’s appointment follows the retirement of former chief executive Wai-Kwong Seck, who had held the post for four years.
Seck will stay on at the asset management firm until the end of June to support Maldonado and the team in the transition.
Maldonado, who joined the firm in August 2021 as its chief investment officer, will retain this role to “focus on investment performance”.
Prior to joining Eastspring, Maldonado served as both the Asia Pacific and global chief investment officer for equities at HSBC Global Asset Management.
Responding to queries from our sister publication Fund Selector Asia on when the firm is looking to appoint a permanent chief executive, Eastspring said: “We are undertaking a thorough process to ensure that we find the right candidate for the business and will provide more information at the appropriate time.”
Kingswood
Paul Hammick has joined the international wealth and investment management group as chief risk officer.
He has over 26 years of experience in financial services, previously working at Lloyds Banking Group.
Shard Capital
The wealth and asset manager has appointed James Bushell as head of operations.
Bushell brings 28 years of financial services experience having held roles with Walker Cripps, Lloyds Bank Stockbrokers, Brewin Dolphin and Fiske.
JM Finn
The UK wealth firm has recruited Danny Szabo as an investment manager.
Prior to joining JM Finn, he managed discretionary assets on behalf of private clients and intermediaries at Atomos.
Bespoke Wealth
The UK advice firm has promoted Danielle Pearce to head of financial planning, according to her Linkedin profile.
Pearce was previously head of paraplanning.
JP Morgan Private Bank
The banking giant has hired Kenneth Yeo as ultra-high net worth team lead for southeast Asia, based in Singapore.
Yeo joins from independent asset manager Lighthouse Canton, where he spent just three months as managing director and senior client partner.
Franklin Templeton
The financial services firm has appointed Benjarong Techamuanvivit as its head of Thailand.
Techamuanvivit’s role is newly created and comes as Franklin Templeton looks to expand its presence in Thailand.
It added that the appointment is subject to the approval of the Monetary Authority of Singapore (MAS) as she will be based in Singapore.
Prior to joining Franklin Templeton, she served as the deputy managing director and head of corporate strategy for product, digital and marketing at Eastspring Asset Management (Thailand).
Guinness Global Investors
The investment firm has hired Dennis Mehrtens as head of sales in Germany.
He was most recently managing director for the Dach region at Fiera Capital.
Waverton Investment Management
The DFM firm has made four hires to its Glasgow office.
The team, led by Graeme Brock and Roger Haxton, join from Evelyn Partners where they were both Partners. They are joined by Lauren Craig and Charlotte Ayre.
Brock and Haxton join Waverton as portfolio managers and directors.
Craig has been named as a portfolio manager focusing on running portfolios as well as managing client relationships. Ayre completes the team of four as the team assistant.
Financial Conduct Authority (FCA)
HM Treasury has announced the appointment of Sophie Hutcherson to the board of the UK regulator.
Hutcherson has 30 years’ experience in financial services having worked as senior adviser to the chief executive at Wells Fargo and held various senior positions at Deutsche Bank UK.
Barnett Waddingham
The pension consultancy firm has named Mark Smith as an independent non-executive director to its self-invested personal pension (Sipp) business board.
Smith has over 35 years’ experience in financial services and the personal pensions industry. He spent 10 years at Mattioli Woods as a main PLC board director, departing as chief operating officer in 2018.
Canada Life
The insurance giant has appointed Tim Coulson as managing director of bulk purchase annuities.
Coulson was most recently at Just Group, where he built and led its defined benefit de-risking business.
