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Global wealth management people moves July 2014
01/08/2014 , News Team

Andy Pomfret, former chief executive of Rathbones, is being appointed as an independent non-executive director of Aberdeen New Thai Investment Trust, effective 1 September 2014.

Rory Tobin, Barclays head of Global Investments and Solutions, has decided to leave the bank and return to institutional asset management. He joined Barclays in late 2012 from BlackRock where he was head of iShares International.

Henry Fischel-Bock, who heads UK and European arm of Barclays Wealth and Investment Management, left the firm nine months after assuming the role. The bank also appointed Craig Jamieson to lead its Bournemouth office.

Andy McNally, who only six months ago was promoted to head the UK business of Berenberg, is leaving.

Blackfriars Asset Management appointed Dr Anastasia Levashova as managing director for EMEA and frontier markets.

BNP Paribas Wealth Management appointed Masroor Batin as managing director and head of NRI clients, based in Singapore.

BNY Mellon has named Pamela Lucina managing director and team leader for BNY Mellon Wealth Management's wealth strategist group.

Brooks Macdonald appointed Richard Price as a non-executive director. He will be a member of both the audit committee and the risk & compliance committee.

Brooks Macdonald Asset Management (BMAM) has appointed Kristian Guest as business development manager based in Taunton.

Andy Fay, head of wealth management at Close Brothers Asset Management (CBAM), and Simon Redgrove, head of personal advice, are both leaving the firm.

Citigroup have named Carmen Haddad as chief executive for Qatar, a state in which the US banking group will step up investments to service governmental, financial institutional and corporate clients.

Mark Mason, chief executive of Citigroup Private Bank, is to replace Jerry Bailey as chief financial officer for Citi's Institutional Clients Group.

Coutts appointed Alex Liddle as a team leader for the Gulf countries, while Ignatius (Iggy) Chong, the former head of Hong Kong for Coutts and most recently the chairman of Coutts Institute, Asia resigned.

Deutsche Asset & Wealth Management appointed James Dilworth as head of active asset management, based in Frankfurt, Germany; and appointed senior executive Randy Brown as its new dedicated head of UK, as it plans to double its London headcount over the next six years.

Deutsche Oppenheim Family Office appointed Thomas Rueschen in the newly-created role of chief executive and Joern Matthias Haeuser as chief operating officer.

Enhance, a provider of investment oversight services in the fiduciary sector, has appointed Barry Hardisty as director. 

European Wealth Management Group appointed Adam Suggett as a financial controller.

FINMA founder Jean-Baptiste Zufferey will resign from the Board of Directors of the Swiss Financial Market Supervisory Authority at the end of August 2014.

Gazprombank Asset Management, the asset management arm of Gazprombank, one of Russia's biggest banks, has appointed Igor Kan as a vice-president and head of structured products, portfolio management and trading.

Hargreave Hale recruited Jeannette Cottrellto its London-based private client investment team and three investment managers to its London office. Neil Jones, Ian Kavanagh and Victoria Macdonald all join the firm from Brewin Dolphin.

Simon Lough, the chief executive of London-based Heartwood, which is now owned by Handelsbanken, is to relinquish the role over the coming months. He will, however, be staying with the firm. Tracey Davidson, who is currently a Heartwood director, will replace him.

HSBC has appointed a senior staff member, David May as its global head of research.

J O Hambro Capital Management (JOHCM) has hired portfolio managers Thorsten Becker, Arun Daniel and Vincent Rivers and trader Eric Yi to form its new small/mid cap US equity team ahead of the launch of a US small and mid-cap equity strategy later this quarter.

J.P. Morgan Asset Management has appointed Malcolm Smith to head the client portfolio management team within the European equity group.

Paul Arni, the former Zurich region head and head of the private banking region for Zurich at Credit Suisse, is joining Julius Baer to take over the function of market head Zurich from Daniel Aegerter.

Peter Lawery, a member of the Jupiter Merlin Independent Funds Team is to retire from fund management at the end of 2014 and take on a new consultancy role with Jupiter.

London-based investment manager, RWC has appointed Matteo Cianfoni and Roderick Loffler to its sales team to bolster resources in Italy and the UK.

MetLife appointed Helen Thomas as head of wealth management marketing.

Natixis Global Asset Management appointed four professionals to its portfolio research and consulting group in London.

NewSmith appointed Nick Watts as partner and vice-chairman, as part of the continuing evolution of its asset management business.

Tokyo-based Nikko Asset Management hired Stefanie Drews as global head of institutional marketing and proposition.

Octopus Investments co founder Guy Miles is to leave the firm to work on a new business venture and pursue other interests. He will, however, retain his shareholding in the company and act as an ambassador.

Psigma Income Fund's manager Bill Mott said he was to retire.

PwC appointed Mark Pugh as asset management leader in the UK, taking over the role from Paula Smith, who is returning to the US after her secondment to the UK firm.

Peter Norton, the executive director of investment management firm Quilter Cheviot has retired after 33 years at the firm.

Raymond James appointed Matt Ransom to its private client group, education and practice management team as vice president of its new financial advisor training and development program

Rothschild has appointed Kevin Gardiner to its wealth management business as global investment strategist.

Sarasin & Partners appointed Alexander True and Edmund Salveson as investment managers within its charities team.

Smith & Williamson Investment Management has appointed John Anderson to join the fixed income team, subject to regulatory approval. It also promoted Mickey Morrissey to head of distribution for its pooled funds and DFM businesses.

Smith & Williamson, also hired Peter Mitchell as its new head of banking, ahead of Neil Cullum's planned retirement on 23 July 2014.

Societe Generale Private Banking appointed Gonzague de Cerval as chief executive and commercial director of its Middle East business. He replaces Eddy Abramo, who has left the bank to pursue other career opportunities.

Stanhope Capital, a global investment office based in London and Geneva has appointed Christophe Karpiel as head of investment management in Geneva.

Swiss Bankers Association appointed Mark-Oliver Baumgarten as the new head of financial market Switzerland and a member of the executive board.

The Edmond de Rothschild banking group has appointed Luca Venturini as deputy director general responsible for private banking in Switzerland.

Threadneedle Investments, a London-based asset manager, has appointed Craig Nowrie as client portfolio manager in its multi-asset allocation team.

UBS has recruited Amir Sadr as head of its ultra high net worth business in the Middle East and Northern Africa.

UBS Wealth Management UK has appointed Sandeep R Kamat as vice chairman, according to an internal memo seen by thewealthnet.

Vontobel has recruited Societe Generale's Alex Fung along with a team from the French bank to run its Asian wealth management business.

Walker Crips appointed John Fletcher as stockbroker and also hired Steven Moss and Mark Entwistle as stockbrokers from Barclays.  

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