Vanguard
The investing giant has appointed Salim Ramji as its next chief executive, succeeding Tim Buckley.
Ramji was the head of BlackRock’s iShares ETF and index investing units and had been with the firm 10 years. His financial services career spans 25 years so far, having also held senior roles at McKinsey and Company.
He becomes the first outsider to ever be brought in to head up Vanguard.
Evelyn Partners
The firm has appointed Danielle Pearce as a financial planner and leader of its Bournemouth financial planning team.
Pearce, a chartered financial planner, joins from Bespoke Wealth, where she was also head of financial planning. Earlier she worked for Tempus Financial Planning and Compass Wealth Management Consultants.
She brings in 13 years’ financial services experience in total, having worked with individual and corporate clients across pensions, protection, investments, tax mitigation, trusts and estate planning
HSBC Asset Management
The firm’s head of World Selection funds Kate Morrissey has exited to “pursue external opportunities”.
She joined HSBC as part of its graduate programme in 2000. Morrissey was previously a rates portfolio manager in the firm’s global bond team, and ran fixed income services within discretionary wealth management.
A spokesperson for the firm confirmed that ex-global head of multi-asset research and senior portfolio manager Nicholas McLoughlin has been appointed head of managed solutions funds. As part of the role, he has been named lead portfolio manager of HSBC AM’s flagship risk-profiled multi-asset solutions.
Jupiter
Head of UK small and mid-cap equities Dan Nickols is set to retire at the end of June.
He will also step down from his role as co-manager of the £121m Rights and Issues Investment Trust.
In a stock exchange announcement, the trust said that co-manager Matt Cable will become lead following Nickols’s retirement.
Meanwhile, Tim Service will step up to head the Smid equities team at Jupiter.
Liontrust
The asset manager has promoted Natalie Bell to named fund manager of its Liontrust UK Smaller Companies and Liontrust UK Micro Cap funds.
A member of Liontrust’s Economic Advantage team since August 2022, having moved across from the firm’s Responsible Capitalism team after a year of joining, she will run the mandates alongside Anthony Cross, Julian Fosh, Victoria Stevens, Matthew Tonge and Alex Wedge.
Bell moved to Liontrust in 2021 from EY, where she spent six years as a manager and senior manager in the corporate governance team.
