Sanlam
As part of the ongoing integration and senior management restructure of its UK businesses, Jeremy Gibson has been appointed chief executive of Sanlam Investments & Pensions having operated as chief financial officer for Sanlam UK since 2012. He will continue as a director of Sanlam UK.
Steven Haines and Alfio Tagliabue join the board of Sanlam UK as group chief operating officer and group chief financial officer, respectively; both having worked previously with Sanlam UK Group chief executive Jonathan Polin at Ashcourt Rowan.
Sanlam also announced the departure of former UK chief executive Lukas van der Walt.
Van der Walt will formally leave Sanlam UK on the 29 February 2016, after which time he will serve as a strategic consultant to the group, advising on its development, mergers, and acquisitions.
Polin assumed the role of chief executive of Sanlam UK on 1 January 2016.
Aviva Investors
The global asset management business of Aviva has announced its new leadership line-up for liquid markets following the decision by David Lis, chief investment officer, multi-assets and equities, to retire from his full-time role in March 2016.
Mark Connolly, previously chief investment officer, fixed income, has been promoted to the role of chief investment officer for liquid markets, encompassing multi-assets, fixed income and equities.
Dan James and Chris Murphy have been promoted to the roles of global head of fixed income and global head of equities, respectively,
Peter Fitzgerald will continue in his role of global head of multi-assets.
James, Murphy, and Fitzgerald will lead each of their respective investment functions with day-to-day responsibility for investment performance, people and processes.
They will come together to form a newly-created investment leadership team, reporting to Connolly. Additionally, Connolly will play a key engagement role in helping the business adapt to the evolving regulatory environment.
First Names Group
Global trust, fund and corporate services provider, First Names Group, has announced two senior appointments within its Isle of Man office.
Former managing director for the Isle of Man, Gary Hepburn, will be taking on a new role as chief operating officer for the group’s private client service line.
Having joined First Names in 2004 as senior manager; Hepburn has over 30 years’ experience in the financial services industry, having previously worked in the UK, Bermuda, and the Cayman Islands.
Hepburn’s replacement as managing director, Isle of Man, has been named as client services director Craig Brown. Both changes are effective immediately.
Association of Investment Companies
Sarah Evans and Patrick Reeve have joined the AIC board, effective from 19 January 2016.
Evans is a non-executive director and audit committee chairman of HICL Infrastructure Company, JPMorgan Senior Secured Loan Fund, NB Distressed Debt Investment Fund, and Crystal Amber Fund.
Reeve is managing partner at Albion Ventures and has been on the board of the British Venture Capital Association (BVCA) since 2010, where he also holds the position of chairman of the BVCA Venture Public Policy Committee.
In addition to the two new appointments, William Hemmings and Melville Trimble have been re-elected to the board.
Following seven and nine years of service, respectively; Chris Russell, who served as a deputy chairman from January 2011 to September 2014; and David Thorp, who served as a deputy chairman from January 2013 to September 2014, have stepped down from the board.
Confluence
Confluence, an investment data management automation firm for regulatory, financial and investor reporting, announced the appointment of Gary Casagrande as global head of investor communications & expense solutions, a newly created position for the firm.
In his new role, Casagrande will oversee a line of business charged with defining and implementing the go-to-market strategy for Confluence’s global suite of investor communications and expense management solutions; which include financial, marketing and legal reporting, as well as fund budgeting and invoice payments.
Casagrande joins Confluence from Brown Brothers Harriman (BBH), where he held the position as head of financial reporting and expense administration. While at BBH, he was responsible for the overall delivery of financial reporting and expense administration client service as well as strategic product development.
Prior to joining BBH, Casagrande served as the head of the treasury and portfolio compliance group at JPMorgan Chase.
Nucleus
Stephen Tibbs has joined Nucleus, the adviser-built wrap, as regional account manager from wrap platform Ascentric, where he spent over two years as a business development manager. He will report to Nucleus account director Mike Wallis.
Tibbs will be responsible for supporting Nucleus users in the southwest.
Prior to Ascentric, Tibbs was also regional account manager at Standard Life and a financial adviser at Chase de Vere.
