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You're hired! 20 December wealth and fund moves

Christmas came and went, but there appeared to be little let up in the ceaseless blizzard of wealth and fund manager moves last month

Neptune's Rob Burnett leaves to set up own business

Early in December, Wealth Manager revealed that Rob Burnett (pictured), manager of the Neptune European Opportunities fund, was set to leave to found his own firm at the end of the year. 

The Citywire + rated fund manager, who joined Neptune in 2002, has more than 13 years' experience in the Europe ex-UK sector.

Thomas Smith, manager of the Neptune India and the Neptune Latin America funds, was slated to take over Burnett's fund.

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Neptune's Rob Burnett leaves to set up own business

Early in December, Wealth Manager revealed that Rob Burnett (pictured), manager of the Neptune European Opportunities fund, was set to leave to found his own firm at the end of the year. 

The Citywire + rated fund manager, who joined Neptune in 2002, has more than 13 years' experience in the Europe ex-UK sector.

Thomas Smith, manager of the Neptune India and the Neptune Latin America funds, was slated to take over Burnett's fund.

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Eleven to move to Tilney in Moore Stephens buyout

Tilney ended last year with the acquisitions of Index Wealth Management and the wealth business of Moore Stephens, with the latter deal involving the transfer of 11 of the firm's London-based staff.

The team includes five advisers and two partners of Moore Stephens: Stephen Humphreys, head of the Moore Stephens wealth management division, who has been with the firm since 1989, and James Springham, who has been with the business since 1999.

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Brewin Dolphin hires UBS director for West End office

Brewin Dolphin hired Rory Corstorphine as wealth director in its West End office, which opened earlier this year, bringing its headcount to 24.

Corstorphine joins from UBS Wealth Management, where he was a director. Prior to that, he had been a private banker at Kleinwort Benson.

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Brewin Dolphin loses two from Glasgow office

Brewin Dolphin divisional directors Michael Wedderburn and Craig Forbes left the firm's Glasgow office.

Wedderburn had been with Brewin since 2011. He had joined the wealth business as part of a seven-strong team from Adam & Co, alongside branch head Stephen Martin.

Forbes was previously at Barclays Wealth and Investment Management and joined Brewin in 2014.

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Stephen Ford joins WH Ireland as head of wealth

WH Ireland hired Stephen Ford to head its wealth management division.

Ford (pictured) has spent the past two years as an executive director at City Asset Management, where he oversaw a restructure of both its investment process and distribution strategy.

He is best known for his 16-year stint at Brewin Dolphin, where he served as head of its London office and latterly head of wealth and investment management, before leaving in 2016.

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Charles Stanley hires four for Oxford 'super branch'

Charles Stanley strengthened its financial planning business in Oxford with the hires of Ian Brookes and James Huntington.

It also appointed David Hamilton-Stubber as an investment manager and Luke Horvath as a trainee investment adviser. 

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Sandaire taps Signia for new client boss

Sandaire hired Janet Tarbet, formerly head of clients and chief operating officer at Signia Wealth, as client relationship director.

The recruitment of Tarbet, who joined Signia in 2013 following a 13-year stretch at Coutts, where she rose to become director of entrepreneurs, follows the appointment of Andy Mattocks as head of corporate development and Marc Cane as head of risk.

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Charles Stanley opens Aberdeen office for Tilney hires

Charles Stanley opened its second Scotland office, this time in Aberdeen, for two recent hires from Tilney.

The office will be headed by Scott Morrison (pictured left), who joined the firm in September as a director of financial planning, following a 20-year stint with Tilney, where he rose to become a partner.

He was joined by chartered financial planner Linda Edward (pictured centre), who moved to Charles Stanley in June after 10 years with Tilney.

 

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Two Jupiter fund veterans depart in manager reshuffle

Two 20-plus-year Jupiter veterans will be leaving the company ‘following a review of our investment capability and strategic direction’, as the business announced a series of promotions in its fund team.

Sebastian Radcliffe, head of strategy for US equities and manager of the company’s £241 million North American Income fund, stepped down after 20 years at the business.

Also departing is Ben Surtees (pictured), director in the global emerging markets team and manager of the £42 million Jupiter Asian fund, who exits following a 21-year stretch at the company.     

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Redmayne Bentley raids rivals for double Leeds hire

Redmayne Bentley continued to expand, with two hires to its investment management team in Leeds.

Investment manager Ian Booth (pictured left) joined from Brewin Dolphin, and investment management department manager Stuart Ryan (pictured right) migrates from Rayner Spencer Mills.

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M&G Securities boss Nott joins SYZ Asset Management

M&G Securities' chief executive and chair, William Nott, left the company to join SYZ Asset Management. 

Nott (pictured) has taken on the role of chief executive at SYZ, also becoming a member of the executive committee and a key shareholder of the business. 

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Head of fixed income among raft of names exiting GAM

GAM’s head of fixed income, Enzo Puntillo (pictured), was found to be among 13 fund managers leaving the Swiss group.

Also leaving the fixed income team are Michal Novak and Peter Schütz, who cover interest rates. Laurence Kubli and Matthias Wildhaber were also set to exit as a result of the ABS and MBS teams being merged into one unit.

As the firm prepares to consolidate its European equity operations under Niall Gallagher, the following managers were also set to depart: Hans Ulrich Jost, Scilla Huang Sun, Andrea Gerst, Oliver Maslowski, Andy Kastner, Carlo Capaul, Stefan Fröhlich and Philippe Hungerbühler.

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Intrinsic co-founder to chair £450m merged wealth firm

Boutique investment house Apollo Multi Asset Management merged with financial planning business Total Wealth Planning, recruiting Kevin Ronaldson as chair.

Ronaldson – who previously co-founded both Intrinsic Financial Services and Bellpenny – said he was 'delighted' to help lead the combined business, which has £450 million in assets.

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Kames Capital hires to rebuild depleted bond team

Kames Capital hired Laurent Frings from Aberdeen Asset Management as head of credit research to rebuild the bond team.

The company’s co-head of fixed income, Citywire + rated Stephen Snowden (pictured), high yield boss David Ennet and fund managers Stephen Baines and Juan Valenzuela quit in November to join Artemis.

 

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L&G hires three as it boosts misfiring UK special sits team

Legal & General Investment Management has hired Mirabaud UK equity fund manager Robert White as it builds up its active equity business.

White will be named a fund manager on the firm’s UK Special Situations fund, alongside Gavin Launder (pictured).

LGIM also announced the appointments of equity analysts Stuart Briscoe and Brad Jacobs.

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Janus Henderson hires UBS CIO as multi-asset boss

Janus Henderson hired UBS chief investment officer Michael Ho to head multi-asset and alternative investment.

Set to report to global CIO Enrique Chang (pictured) from London, Ho was most recently CIO of Investment Solutions at UBS Asset Management, following a 25-year career in the financial industry.

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Canaccord Genuity boosts wealth planning team

Canaccord Genuity Wealth Management bolstered its wealth planning team with the appointment of Angela Lloyd-Read, previously at Rosemount IFA. 

Lloyd-Read joins the firm as a wealth adviser, specialising in pensions, tax and retirement planning for high net worth individuals. She has more than 15 years' experience in wealth planning, including at CBW Financial Planning. 

 

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Brewin wealth manager reunites with old team in Brighton

Brighton Capital Management hired Brewin Dolphin divisional director Sylvia Bowen.

Bowen told Wealth Manager she decided to leave Brewin to take up the role as a private wealth manager at the Raymond James branch in order to improve her work-life balance. 

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Santander AM CIO leaves amid global shakeup

Santander Asset Management's global chief investment officer, Gonzalo Milans del Bosch, left the firm for personal reasons amid a broader worldwide reorganisation.

Bosch had been in the role for just under a year, having been appointed in January. Prior to that, he had worked in the bank’s investment division.

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Former Tilney chairman joins Ascot Lloyd

Michael Covell, the former chairman of Tilney Group, replaced Grenville Turner at Ascot Lloyd.

Covell, who was Tilney chairman from 2010 to 2016, took over as chairman of the independent financial adviser firm.

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