Old Mutual Wealth
Old Mutual Wealth (OMW) has announced that John-Paul Crutchley joined the company on 4 September as head of investor relations. Reporting to chief financial officer Tim Tookey, he will be responsible for leading OMW’s standalone investor and shareholder relationship programme.
“Having an effective investor relations function in place to support our engagement with current and future shareholders and industry analysts is a critical requirement,” the firm said in a statement.
Crutchley joins from Atlas Mara, a London-listed financial services group where he was head of investor relations.
The firm also announced it had appointed John Porteous in the newly created role of retail customer solutions director. He will be responsible for establishing a team which will work across OMW’s business units to ensure that the firm proposition and services “deliver superior customer experience, particularly where advisers and customers are choosing to access multiple parts of the Old Mutual Wealth proposition,” the firm said in a note.
Porteous joins OMW from Tilney, where he was head of client proposition.
Lastly, Kerry Adams-Strump has been promoted to investor relations director, reporting to Crutchley. He has been with the Old Mutual Group for nine years and has spent the last three working for Paul Feeney, OMW’s chief executive.
Enhance Group
Jersey-based private wealth services firm Enhance Group has announced that Tom Wiseman, the current managing director of the London business, will become group chief executive from 1 October.
Wiseman, who is a chartered member of the Chartered Institute for Securities & Investment (CISI) and has been leading the London business for some time, will relocate to Jersey to take on this new role, the firm said in a statement.
At the same time, Enhance Group’s chief executive James Painter will take on the role of executive chairman.
Painter, who was one of the original founders of the business in 2005, will now focus on strategic direction at board level, as well as supporting the company’s global business development.
LGT Vestra
Wealth manager LGT Vestra has hired Peter Long and George Harper as senior investment managers working on the firm’s discretionary global multi asset class portfolio range aimed at private clients and IFAs.
Both Long and Harper join from Brewin Dolphin, where Long was a divisional director and a member of the London office Executive Committee, and Harper was an investment manager for five years, specialising in multi asset class portfolios.
Close Brothers Asset Management
Close Brothers Asset Management (CBAM) has hired Tim Eliot-Cohen as a managing director to direct the expansion of the firm’s high net worth private banking business by opening a new office in the West End of London, strengthening its existing network of nine offices across the UK.
Eliot-Cohen will also oversee the investment management of multi asset portfolios for private clients, reporting into chief investment officer Nancy Curtin.
He joins from Rathbones where he spent the last 16 years serving high net worth clients and leading a team of private bankers.
Santander Asset Management
Santander Asset Management has bolstered its fund selection team with the appointment of Cipriano Sancho, who joins the manager research and selection team headed by José María Martínez-Sanjuán, to whom he will report.
Sancho will be based in Madrid and work alongside Ángel Lara as an absolute return and alternative strategies analyst. He previously worked at BBVA Asset Management Quality Funds, where he was head of quantitative analysis processes from 2013, and specialised in absolute return funds.
Dolfin
Investment firm Dolfin has expanded its asset management capabilities with the hire of Vikram Bhandari as an equities portfolio manager. Based in London, Bhandari will focus on
Based in London, Bhandari will focus on fundamental analysis of single stocks, as well as supporting the development of Dolfin’s in-house valuation models and the idea generation process at a regional and sector level. He will report to chief investment officer Vassilis Papaioannou.
SEI Investments Company
US financial services company SEI has hired Andrew Vickers as its new head of sales for its UK Private Banking division strengthening its. This appointment supports SEI’s commitment to increasing the depth of the company’s global resources. In this role,
Vickers will be responsible for supporting and developing the SEI Wealth PlatformSM customer base. He will report to UK Private Banking managing director Brett Williams.
Vickers previously held a number of sales and operational positions at a senior level with Skandia and Old Mutual Wealth.
Fiera Capital
Canadian asset management firm Fiera Capital hired will have a new global president and chief operating officer in the person of Vincent Duhamel, effective 14 November.
Duhamel will oversee distribution operations and global corporate functional units such as legal and compliance, risk, technology, corporate communications and investor relations as well as human resources.
He will also oversee strategic acquisitions as a member of the strategic development committee, while specifically overseeing the firm’s development outside of North America.
Prior to Fiera Capital, Duhamel was chief executive Asia at Lombard Odier, managing director at Goldman Sachs in Hong Kong and chief executive of State Street Global Advisors, also in Hong Kong.
Pensions Quality Mark
The Pensions Quality Mark, an association responsible for recognising high quality defined contribution pension schemes has appointed a new chair in the person of Gregg McClymont, who will be replacing Adrian Boulding from 18 September.
McClymont joins from Aberdeen Asset Management, where he was head of retirement. He also served as Labour’s former shadow minister of state for pensions between 2011 and 2015.
He is also the deputy chair of the Financial Conduct Authority (FCA)’s Working Group on institutional transactions costs.
