By Ginny Sennett Michael Thompson has been appointed intermediary relationship manager, funds market...
By Ginny Sennett
Michael Thompson has been appointed intermediary relationship manager, funds marketing, at Lombard Odier (London), the global specialist asset management house. In his new role Thompson will be responsible for enhancing existing and new business relationships while also participating in a number of strategic projects. Thompson was formerly regional sales manager for Franklin Templeton Management Company, the US-based asset management firm where he was responsible for establishing and developing business relationships in South Africa's Cape Province. Previous to this he worked for the Protea Life Company, the South African subsidiary of Royal Sun Alliance, developing a portfolio of financial advisers for its retail-banking sector.
Ben Gunn has been named managing director, retail operations at Friends Provident. Gunn, director of corporate pensions at the group, will take over from Tony Barnes with immediate effect. Barnes is taking early retirement for health reasons but will remain an executive director at the group until his formal retirement at the end of the year.
Patricia Maxwell-Arnot and Chris Garsten, both fund managers at Credit Suisse European, have resigned. Raj Shant, previously assistant fund manager of the Credit Suisse European fund, is taking over from Maxwell-Arnot.
Head of UK income at Henderson Investors, Daniel Briggs, is leaving the group. Briggs managed the Henderson UK Equity Income trust since 1998.
Clive Boothman has been appointed to run the private client business at Old Mutual. The division has been created through a combination of Capel Cure Sharp and Greig Middleton's private client businesses.
SG Asset Management has recruited two fund managers. Andrew Green has been taken on as a UK equity fund manager. He was formerly a UK equity manager at Morley and before that at General Accident. Gillian Lakin has been recruited as a senior UK smaller companies fund manager and joins from Prudential where she was head of the UK smaller companies team.
Nicholas Hely-Hutchinson has been named deputy managing director of the private client department at Teather & Greenwood Limited (an independent stockbrokers). He was previously at private bank UBS AG where he worked as director and head of the high net worth individuals' team.
Jonathan Parsons has been appointed as equity support analyst at Thames River Capital to work on Tony Zucker's team. Parsons, formerly at Friends Ivory & Sime, will take on responsibility for enhancing the performance attribution for institutional clients and the further development of risk control systems.
The Investment and Life Assurance Group (ILAG) has announced its chairman for 2000/2001. Phil Smallwood, previously a sales director at United Assurance Group plc, will be taking over from Ron Wheatcroft of Swiss Re.
Investec Asset Management has made a series of key appointments to the sales and marketing teams to spearhead its pan-European business drive into the retail marketplace both onshore and offshore. Heading the pan-European sales team will be David Aird, previously at Gartmore. Joining Aird will be Eric Bateman from Templeton and Mike Brown, who worked in offshore sales at Scottish Mutual International. Keith Evans will be joining Investec's marketing team from Royal & Sun Alliance where he worked in the distribution of mutual funds. The group has also appointed Gabby Yates to its broker desk. Yates was previously at Hargreaves Lansdowne. Derek Angus has also joined as head of retail distribution in South Africa, from Scottish Widows where he was UK sales director. He will be based in Cape Town. In response to these appointments, Bill de Lucy will now be concentrating solely on Life Company sales across the region. In an unrelated move David Traill has decided to seek a new career with another employer.
Two additional people will be joining Investec's sales team. Ryan Pollock transfers to the retail team having spent time as marketing manager for unit trusts in South Africa and the UK institutional marketing team. Alec Ship will focus full time on developing UK broker contacts.
According to Cicero report
Adds 24 staff, three offices and £275m AUA
Launches Junior ISA and retirement accounts
Schroders tops 2019 list
24 companies wound up