Nationwide International has promoted Philip Dunne to the position of managing director. Dunne has b...
Nationwide International has promoted Philip Dunne to the position of managing director. Dunne has been deputy managing director for 10 years and will assume the top job for a period of 12 to 18 months, while former MD Carl Gandy oversees the launch of a Nationwide Building Society expansion in the Republic of Ireland.
Patrick de Fraguier has been promoted to head of strategy at Credit Agricole Asset Management, with effect from 1 October. Previously deputy head of strategy, de Fraguier has been with CAAM since 2003, and was previously at Credit Lyonnais prior to the firms' merger.
Sasha Evers is to lead the combined business of BNY Mellon Asset Management and WestLB Mellon Asset Management in the Iberian region, following the integration of the two businesses' Spanish, Portuguese and Andorran operations into one group. Evers is managing director of BNY Mellon Asset Management Iberia. The former MD of WestLB Mellon Asset Management's Iberia and Latin American business, Jaime Gil-Delgado, is now country manager, based in Madrid, where he replaces Javier de Ussel, who is retiring after 13 years with the company.
Close Private Asset Management, part of the Close Investments group, has recruited Sam Barton to its smaller companies team. Barton has spent the past six years managing smaller company funds at Unicorn Asset Management, and will now work alongside Deryck Noble-Nesbitt and Stephen Wood. Close Private Asset Management's investments include the Close Inheritance Tax Scheme, which exploits the tax advantages of stocks listed on the UK's Alternative Investment Market (Aim).
Oliver Sonnbichler has joined F&C Investments' UK-based multi-manager team as a fund manager. He was previously in the financial services practice at Navigant Consulting, and has 10 years' investment experience, including stints at Rand Merchant Bank, Ansbacher and Morgan Stanley. Sonnbichler completes the four-strong multi-manager team, headed by Dean Cheeseman.
BakerPlatt in Jersey has appointed Ed Shorrock as director of forensic and regulatory services. Shorrock has worked in the private and public sector in a broad number of anti-money laundering, asset-seizure and regulatory cases involving offshore jurisdictions, and was most recently at Deloitte & Touche's Channel Islands practice. BakerPlatt says Shorrock will play a key role in driving forward the accountancy firm's forensic, regulatory and compliance practice areas.
EEA Fund Management, which runs the Guernsey-listed EEA Life Settlements fund, has recruited Frank Potaczek to its sales team. Potaczek joins after nine years at Legal & General, where he worked in the wealth management and retail investment divisions. He was previously at Threadneedle.
Paula Allen has been named head of global equities at Aviva Investors, the global asset management business being created by the integration of Aviva plc's fund management companies, which include Morley Fund Management in the UK. Allen has been with Morley since 2002 and has 14 years' international experience. She is currently manager of the Norwich Union World Leaders fund.
International private medical insurance provider William Russell has recruited Philip Salter as regional sales manager for Indonesia, Vietnam, Cambodia, Singapore, Thailand, Malaysia, Laos and Brunei. Salter has been based in Kuala Lumpur for the past five years, most recently as a portfolio manager for a local advisory firm. In his new role he will be responsible for broker support and sales of William Russell's GlobalHealth international private medical insurance range and expatriate protection products in the region.
Duncan Sutherland and Donald Phillips have joined the credit team at Baillie Gifford. Both will focus on global credit and report to Stephen Rodger, the partner responsible for corporate bond products at Baillie Gifford. Sutherland joins from Scottish Widows Investment Partnership, while Phillips was previously at Aegon. In addition, Susan Swindells has joined the team as client service director. Reporting to Ken Barker, she will service institutional clients and help with new product development. Swindells joins from Fisher Francis Trees & Watts, where she managed credit portfolios.
Aberdeen Asset Managers has appointed Annelies IJsseldijk as a senior business development manager, based in the group's Amsterdam office. Working alongside Rik Brouwer and Hans Benenga, IJsseldijk will focus on further building Aberdeen's relationships with Dutch pension schemes, insurance companies, private banks and multi-managers. IJsseldijk joins Aberdeen from Aegon, where she worked for over three years in a relationship management role. Before that she was a senior investment consultant at Mercer. IJsseldijk started her career in 1995 at ING.
Ubbe Strihagen has joined Schroder Property as director of business development for the Nordic region. Strihagen was previously with Aberdeen Property Investors in Stockholm. He will be responsible for Schroder Property's business development in Sweden, Denmark, Finland, Norway and Iceland, and will work closely with recently appointed John Harding, business development director, and Schroders' client relationship team based in Copenhagen. Schroders is focusing on building its property distribution in the Nordics following its acquisition of Aareal Asset Management last year.
Stanley Yip has joined Baring Asset Management as head of Asia ex Japan marketing. Yip will be based in the firm's Hong Kong office and joins from First State Investments, where he was responsible for executing the company's corporate communications strategies and marketing its mutual funds. Yip will report to Ian Pascal, Barings' London-based head of marketing and communications.
Offshore law firm Mourant du Feu & Jeune has appointed funds partner Neal Lomax as head of its Cayman Islands office. The office was previously headed jointly by Lomax and Hector Robinson, who will continue in his role as head of the dispute resolution team in the Cayman office. Lomax will also continue to head the office's funds business.
Offshore law and fiduciary firm Ogier has announced the appointment of three new partners at group level. Simon Schilder, based in the British Virgin Islands, has been a partner in Ogier's BVI legal office since 2007, when he joined the firm as part of the merger with WSmiths. Caroline Chan also joined the firm in 2007 and is based in the Guernsey office. Before moving to Guernsey she practised with Allen & Overy in London and Hong Kong. Tim Morgan, based in Jersey, has been with Ogier since 2003. His practice includes investment funds, real estate and corporate and commercial matters.
Went into administration April 2018
Threat of legal action looms over Woodford IM
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Retirement Planner Forum 2019