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You're Hired! 18 top wealth and fund moves in March

March saw several significant appointments and exits at wealth and fund firms.

Brown Shipley bolsters London arm with double hire

Jeremy Croysdill and David Kay joined Brown Shipley's London planning team in the latest of a string of hires.

Croysdill has over 30 years' industry experience and moved from Barclays Wealth, while Kay has 35 years' wealth planning experience and joined from EFG Private Bank.

Commenting on the hires, Brown Shipley private banking head Guy Healey (above left) said, 'these appointments are another important milestone in furthering the business’ presence in the South East'.

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Brown Shipley bolsters London arm with double hire

Jeremy Croysdill and David Kay joined Brown Shipley's London planning team in the latest of a string of hires.

Croysdill has over 30 years' industry experience and moved from Barclays Wealth, while Kay has 35 years' wealth planning experience and joined from EFG Private Bank.

Commenting on the hires, Brown Shipley private banking head Guy Healey (above left) said, 'these appointments are another important milestone in furthering the business’ presence in the South East'.

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Heartwood poaches two young stars for investment team

Two rising stars joined Heartwood's portfolio management team as investment associates.

Alistair Campbell (pictured) will assist Charu Lahiri in managing the Heartwood Alternatives fund. He moved to the firm from Sarasin & Partners, where he was an analyst and portfolio manager for third party funds.

Nikki Howes will work with Michael Stanes on the management of Heartwood’s Growth Investment strategy. She joined from JP Morgan, where she was most recently an investment banking analyst.

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Brooks Macdonald investment director leaves after seven years

Investment director Paul Goubran said goodbye to Brooks Macdonald after seven and a half years with the firm.

Goubran joined Brooks' London office in 2010 from Irish wealth firm Davy Private Clients, where he was an analyst in its Dublin office. His areas of expertise include long/short equity hedge funds.

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Hargreave Hale Top 30 Under 30 star exits for boutique

Hargreave Hale’s Alex Sumner left to join boutique wealth manager Blackfinch Investments, where he will help launch and co-manage a model portfolio service.

Sumner (pictured) was one of Wealth Manager’s Top 30 Under 30 last year.

He will help build a range of active and passive managed portfolios for Blackfinch, which specialises in tax efficient investments.

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Manager of £2.8bn Schroders global maximiser fund exits

Equity income specialist Ian Kelly is set to leave Schroders after more than a decade with the firm.

Kelly (pictured) was a manager on the blockbuster £2.8 billion Schroders’ Global Dividend Maximiser fund and had roles on two other Schroders funds, which Simon Adler and Nick Kirrage will take over.

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Aberdeen Standard property boss Ferguson retires

Property investor Gerry Ferguson, lead manager on the £2.5 billion Aberdeen UK Property fund, is to retire after 43 years in the industry.

Deputy manager Tim Sankey will take a lead role on the fund from Ferguson (pictured), who will remain with the business until the summer to help with the transition.

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Standard Life director exits after 16 years

Standard Life Investments fund manager Jonathan Gibbs left the firm after 16 years.

Gibbs had managed the former blockbusting multi-billion Absolute Return Government Bond fund alongside Shayne Dunlap.

The fund closed in November after suffering significant redemptions and reporting just £72 million in client assets.

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Saranac managing partner steps down after 15 months

David Giampaolo stepped back from his role as executive director and managing partner at wealth management boutique Saranac Partners after 15 months at the business.

He will continue to work with the company as a senior adviser.

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Findlay Park Latin American team joins Brown Advisory

Findlay Park’s Rupert Brandt and Peter Cawston joined Brown Advisory, taking their $475 million (£387 million) Latin American strategy with them.

The Findlay Park Latin American fund will merge into the newly-created Brown Advisory Latin American fund on 30 April.

Brandt and Cawston will join the Brown Advisory team in London to manage the new fund.

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EQ Investors adds Top 30 Under 30 star to board

EQ Investors promoted rising star Sophie Kennedy to its board of directors.

Kennedy (née Muller) (pictured), who joined EQ in 2015 when founder John Spiers swooped on his old firm Bestinvest to hire a team of four, was one of the up and coming individuals featured in last year’s Wealth Manager Top 30 Under 30.

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Fidelity poaches BlackRock MD for European business

Fidelity International poached BlackRock’s Switzerland and Continental Europe institutional head Christian Staub to be managing director of its continental European business.

Staub has held a number of senior roles at high-profile firms, having previously served at executive level at Pimco and as a senior manager at Allianz.

He is set to join in August and will be based in Luxembourg.

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Fledgling Scottish private office hires Alliance Trust veteran

Two-year old Edinburgh-based private office North Capital Management bolstered its ranks with the hire of George Renouf from Alliance Trust.

Renouf (pictured) has joined the firm as head of investment, responsible for developing the firm’s proposition.

He spent 10 years at Alliance Trust as head of investment strategy, focusing on investment risk, strategic and tactical asset allocation, as well as regulatory oversight of investment products.

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Former iShares boss launches ETF private client service

Former iShares product head Allan Lane has launched new fintech venture, Algo-Chain.

The white labelled offering will enable wealth managers to create their own bespoke model portfolios of exchange-traded funds (ETFs).

The model portfolios will be run using machine learning and factor-based investment technology developed by Twenty20 Investments, a firm Lane set up with fellow BlackRock iShares alumnus Irene Bauer, who is also a founding partner of Algo-Chain.

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Charles Stanley makes double distribution hire

Charles Stanley hired two to its sales team, as it beefs up its presence in professional intermediary and charity sectors.

Glenn Baker joins Charles Stanley as business development director from Kleinwort Hambros,  where he served in the same role for five years, focusing on lawyers, accountants, and trustees.

Robert Winterton joins the company from investment platform Asset Match, where he was head of sales and business development.

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A-rated JPM small cap manager steps down from mandates

Citywire A-rated Jim Campbell stepped down from all fund responsibilities at JP Morgan Asset Management.

Having been involved in the management of the JPMorgan European Smaller Companies Investment trust for 23 years, Campbell returned from a year-long period of personal leave and informed the trust’s board he would be pursuing other opportunities.

Colleagues Francesco Conte and Edward Greaves took charge of the investment trust in his absence.

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JP Morgan AM income manager exit prompts reshuffle

Global equity income specialist James Davidson has left JPM Asset Management, our sister publication Citywire Selector has learned.

In leaving the firm, Citywire + rated Davidson has stepped away from the JPM Global Dividend and Global Equity Income funds. 

Georgina Perceval Maxwell remains on both funds, with Jeroen Huysinga and Helge Skibeli added as co-managers.

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Waverton loses global equity manager

Waverton Investment Management global equities fund manager George Palmer left the firm to help build a business outside the investment industry, a Waverton spokesperson confirmed.

It is understood that Palmer’s co-manager Katrina Norris, who joined  in 2006 from Deutsche Asset Management, will take over the management of the £90.8 million Waverton Global Equity fund.

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New AIC chair appointed to asset management boutique board

New Association of Investment Companies (AIC) chairman Rachel Beagles (pictured) has been appointed to the board of alternatives asset management company Gresham House.

She will join as a non-executive director effective today. She was appointed as chair of the AIC back in October.

She sits on the boards of three investment trusts – Securities Trust of Scotland, BlackRock Emerging Europe, and Aberdeen New India Investment Trust – and is also on the board of NewlonBuild Ltd, a social housing provider.

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