ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.

PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier

Managing director steps down from wealth firm, as advice business makes c-suite change

|

St James’s Place

Ian Gascoigne, managing director of the partnership, will step down from the wealth manager’s board and as a director on 31 March 2022.

After more than 30 years as an executive of the company and the last 19 years as a board director, Gascoigne will remain with the group on a part time basis in an advisory capacity and will also continue to serve as a trustee of the St. James’s Place Charitable Foundation.

Following Gascoigne’s retirement, Peter Edwards will continue to be responsible for the UK partnership and Iain Rayner will remain responsible for key relationships with the partnership’s largest businesses and the Asia operations.

Both will then report directly to Andrew Croft.

Schroders Personal Wealth (SPW)

The advice business has appointed Sean Ingram as chief marketing officer.

Prior to joining SPW, Ingram was most recently at Openwork, where he worked as its marketing strategy director focusing on revenue generation.

Ed Colyer also joins as head of product and Propositions and Dougy Watt will be head of client insights and client experience.

Colyer has recently been consulting at Scottish Widows, prior to this he was head of proposition and business development at Close Brothers Asset Management.

Watt was previously head of insight and planning at Openwork.

Lombard Odier

The international wealth manager has named Marc Braendlin as head of Latin American markets, with a special focus on Brazil.

He will be based in Zurich and will report to Stephen Kamp, head of southern Europe and Latin America for private clients.

Most recently, Braendlin was head of Latin America Zurich at Pictet.

Holborn Assets

The international financial advice firm has named Lourens Reichert as managing partner for Africa.

He was previously senior wealth manager and senior partner at Holborn Assets based in South Africa.

Abrdn

The asset manager has hired Paul Titterton as head of digital solutions for its personal wealth business.

He was previously managing director of premier banking at Barclays UK.

Carmignac

Martial Godet has been named as global head of sales.

He joins Carmignac from BNP Paribas where he spent most of his career, most recently as head of advisory, execution and sustainable investment within the wealth management arm of the bank.

IQ-EQ

Simon Scott has been named as managing director for the Isle of Man.

Prior to joining IQ-EQ, he was managing director, Isle of Man country head at Barclays.

PraxisIFM

The financial services group has made 45 promotions across its global network of offices.

Hong Kong-based Cindy Cheng and Novia Lu, responsible for business development, have both been promoted.

In Guernsey, Jason Le Page has been promoted to associate director of business systems, while Sandra Francis has been promoted to associate director for tax.

In London, Joshua Gallienne has been promoted to associate director of corporate services. While in Jersey, Sarah Denoual has been promoted to associate director in the private wealth and corporate team.

Other senior promotions include Gary Bratcov to senior compliance manager in Geneva and Tomeca Campbell to senior group finance manager in Jersey.

In the UAE, Charlie Rix was made senior manager in funds and corporate services. In Guernsey, Jodie Travers and Tom Zierer were both promoted to senior trust manager.

An additional 34 members of staff across four jurisdictions also received promotions.

Crestbridge

James Young has been appointed to the role of chief change officer within Crestbridge’s senior leadership team.

He was previously group head of technology and change.

PGIM

The global investment management business of Prudential Financial has named Eugenia Unanyants-Jackson to the newly created role of global head of ESG.

Having joined PGIM fixed income in 2020 as the firm’s inaugural head of ESG research, Unanyants-Jackson was most recently charged with continuing to integrate ESG considerations into all aspects of the fixed income investment process, analysing ESG risks and opportunities and assessing potential negative or positive impacts on the environment and society.

Canaccord Genuity Wealth Management

Harry Plunkett has been named as wealth planning adviser in the firm’s Worcester office.

He previously worked for Morrinson Wealth Management and St James’s Place Wealth Management.

Hilbert Investment Solutions

The London- and Paris-based structured products specialist has appointed Andrew Darfoor as non-executive chairman with immediate effect.

He was previously group chief executive of Alexander Forbes, and before that chief executive at Sun Life and Old Mutual in New York, Boston and London.

Pimfa

The trade association has named Nick Bettison to its board.

He is a partner at Redmayne Bentley.

Latest Stories