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PEOPLE MOVES: M&G, Pictet, GPP

International savings and investment business names CEO, as private bank makes c-suite change in Asia

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M&G

The international savings and investment business has named Andrea Rossi as its chief executive and executive director.

He was chief executive of Axa Investment Managers.

Rossi will take up the position on 10 October 2022, succeeding John Foley who, in April 2022, announced his intention to retire after seven years in the role.

Foley will step down as chief executive and executive director on 10 October 2022, but will remain at M&G in an advisory capacity until 31 December 2022 in order to ensure an orderly transition.

Pictet

The private banking group has appointed Victor Aerni as chief executive of its wealth management business in Asia, effective 1 July 2023.

He is a replacement for Tee Fong Seng, who will remain on the board of directors of Bank Pictet & Cie (Asia) as vice chairman.

Aerni is currently serving as head of Pictet’s wealth management business in German speaking Switzerland.

Meanwhile, Pictet has also appointed Evelyn Yeo, who currently serves as head of Asia investments, as deputy chief executive of the bank’s Singaporean banking entity.

Yeo’s appointment is effective 1 January and she will continue in her current position as well. She has over 20 years industry experience and previously worked at Julius Baer and UBS.

GPP

The financial services provider subsidiary of Titan Wealth has appointed Geoff Towers as its chief executive.

He was previously chief executive of BNY Mellon’s Pershing business.

Towers replaces Julian Parker as chief executive of GPP. Parker is co-founder of GPP and will remain in the business as executive chair, continuing to be actively involved in its sales strategy.

Jupiter

A spokesperson for the fund manager confirmed to our sister publication Portfolio Adviser that Talib Sheikh, head of multi-asset strategies, and Joseph Chapman, investment manager, multi-asset, are set to leave the firm at the end of this year.

Sheikh joined from JP Morgan Asset Management in 2018 after nearly 20 years at the US-headquartered firm. He currently runs three unit trusts and a trio of Sicavs at Jupiter.

Chapman will leave Jupiter after 12 years, having joined the firm from Golders Associates, where he worked as an IT consultant.

Spring IM

The investment manager has appointed Chantal Botterill as chief operating officer.

Botterill was previously a director and chief operating officer at Jersey-based Vantage.

Ocorian

The financial services group has promoted Renata Zrobek as chief people officer.

Zrobek was previously HR director at the group.

Unique Financial Planning

The advice firm has named Vanessa Scott as chief operating officer.

Scott has previously held senior operations roles at Openwork, Zurich, and Legal and General Investment Management.

GSB

The global wealth firm has named Naomi Wharam-Adatia as private client director.

She was previously associate, private banking at UBP.

IQ-EQ

The financial services provider has hired Nicola Gott as managing director of its Jersey business.

Prior to joining IQ-EQ, she was managing director of Oak Group.

Cartlidge Morland

The wealth manager has recruited Eric Williamson as an investment manager based in its London office.

Williamson previously worked at Tam Asset Management, where he was an investment manager.

Evelyn Partners

The wealth manager has hired Jonathan Badcoe as an investment manager and will focus primarily on advisory clients at Evelyn Partners’ London offices.

He has joined from Investec Wealth & Investments, where he was investment director.

Columbia Threadneedle Investments

Pieter van Stijn has joined the global asset manager as responsible investment product specialist.

Van Stijn worked in the responsible investment team between 2018 – 2021 at BMO GAM Emea, since acquired by Columbia Threadneedle.

Navigation Wealth Management

The Yorkshire-based financial advice firm has hired Kate Ingle, James Cunningham and Leanne Urquhart to join its adviser support team.

Ingle comes to the firm, having previously been a manager in a FTSE 100 leisure and entertainment company. Cunningham joins the firm after he was previously a former primary school teacher.

Urquhart has been promoted in the client experience team.

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