PEOPLE MOVES: Perpetual Group, Lombard Odier, Bravura

Asset manager reshuffles global operation, as wealth firm bolsters UK arm

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Perpetual Group

The owner of J O Hambro Capital Management has reshuffled the asset manager’s senior leadership team resulting in UK and Europe chief executive Alexandra Altinger heading for the exit.

Following a seven month ‘period of integration’ and a change in group strategy, Perpetual has taken steps to ‘simplify’ the business.

J O Hambro’s regional asset management businesses will be folded into one global division led by Rob Adams in the newly created role of chief executive, asset management.

Adams will assume a dual role, remaining as Perpetual Group chief executive as well. To support him, two new roles have been created in the leadership team.

Graham Kitchen, currently chair of Trillium and Perpetual corporate entities in the UK, will become global head of investment strategy for an interim period while a search commences for a permanent appointment.

Clare Forster is to become global head of business management and strategic delivery. She will be responsible for ‘coordination, prioritisation and delivery of business activities’ within the asset management unit.

Lombard Odier

The international wealth manager has appointed Kim Chatting as UK market head, Geneva, as of 1 September 2023.

She will report to Duncan MacIntyre, UK chief executive of Lombard Odier Private Bank.

Chatting joins Lombard Odier from Julius Baer in Geneva. Previously, she spent six years as a director at Société Générale Private Banking where she built a strong book of clients with a UK nexus.

Bravura Solutions

The fintech firm has named Greg Johnson as global head of product.

In his role, Johnson will lead Bravura’s global product team, working to unify and simplify Bravura’s expansive suite of products throughout the wealth value chain, with a focus on creating repeatable, scalable and easily integrated solutions.

Praxis

The global private wealth and corporate services provider has promoted senior professionals Tom Allison and Maxine Lilley.

Guernsey-based Allison has moved up to senior manager, where his primary focus is on a significant family office relationship, providing financial information and managing the client’s structure.

In Jersey, Lilley has also been promoted to senior manager in the group’s private wealth team.

BNP Paribas Wealth Management

The wealth firm has made several changes to its leadership team in Singapore and Asia, effective 1 September.

Garth Bregman has been appointed head of wealth management for Singapore and southeast Asia. Bregman has been with BNP Paribas WM for over a decade and was most recently the head of investment services for Asia Pacific. He previously worked at Insinger de Beaufort before it was acquired by BNP Paribas.

Meanwhile, Alison Lim has been appointed market head for southeast Asia. She joined BNP Paribas in 2019 having previously worked at Credit Suisse, UBS and the Monetary Authority of Singapore.

David Lim has been appointed executive vice chairman of southeast Asia. He joined BNP Paribas WM as head of Singapore and southeast Asia four years ago.

Finally, Shafali Sachdev has been named head of investment services for Asia. She joined BNP Paribas WM six years ago and most recently served as head of fixed income, currencies and commodities. She previously worked for Citi for more than 13 years and also worked at wealth management software company Credence Analytics.

Hawksford

The global corporate, private client and fund services provider has appointed two directors in Jersey, with Magda Stratford and Gerry Gowans joining the group as part of its ongoing strategy to bolster its proposition for international private clients.

Stratford has more than 15 years of experience in the Jersey fiduciary sector, including at Coutts & Co Trustees, BNP Paribas and most recently at Zedra, where she was a client director.

Gowans has held a number of senior positions across the UK, Jersey and Guernsey, most recently at Zedra where he was a client director, working alongside Stratford.