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PEOPLE MOVES: Personal Finance Society, Ocorian, Multrees

Professional body names interim CEO, as financial services provider hires head of projects

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Personal Finance Society (PFS)

The professional body for the financial advice and planning profession has named Don MacIntyre as interim chief executive.

MacIntyre joins the PFS from the UK Cyber Security Council, where he led the self-regulating body for the UK’s cyber security profession.

He becomes the first chief executive since the departure of Keith Richards in June 2021.

Ocorian

The financial services provider has appointed Stevie Christian as head of projects.

He was previously at Equiom Group, where he was director of sales ops.

Christian will be based in the Isle of Man.

Multrees Investor Services

The outsourced platform, investment administration and custody services provider has appointed Elena Kleanthous as business development manager.

She joins from Link Fund Solutions, where she worked in business development and fund administration.

In other news, Multrees has hired Alan Dickie as execution services manager and Gordon Cameron as change delivery manager.

Dickie was previously dealing and distribution manager at HSBC, while Cameron was senior propositions manager at HSBC.

Copia Capital Management

The discretionary fund manager has named Richard Warne and Peter Wasko as senior portfolio managers to its investment management team.

Warne joins from You Asset Management, where he was responsible for running model portfolios and funds. Wasko has over 20 years’ investment experience, including 17 years as senior investment manager at Abrdn (formerly RBS Asset Management).

Aria Capital Management

Andrew Ryan has joined the wealth firm as private client adviser in Dubai, according to his Linkedin profile.

He was previously financial planning and investment consultant at advice firm Acuma.

AAB

The parent company of AAB Wealth has named Mark Perry as chief people and integration officer.

He joins AAB Group following more than a decade at Accelerate, where he held the position of executive director.

Abacus Trust Group

The financial services provider has promoted Kevin Loundes to managing director with overall responsibility for the Isle of Man office.

He has over 20 years’ experience of working closely with international families and their advisers.

Also, the firm has promoted Sam Eves to director of the Abacus Trust Company. She was previously associate director.

Old Mill

The wealth manager has hired Tom Parry as a financial planner.

Parry comes to Old Mill from IFA firm Integrity 365.

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