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Home›Global Wealth›Who is moving where in wealth management?

Who is moving where in wealth management?

By Clint Kennedy
September 16, 2021
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The latest advancements in wealth and asset management and legal services from across Europe and the UK.

NODE
CRUX Asset Management, the equity investment manager, has appointed Damian Taylor, Martin Currie’s ex-Japan Asia portfolio manager, as deputy head of the company’s two new Asian equity strategies.

Taylor brings over 20 years of investment experience, having worked at Morgan Stanley and Goldman Sachs before joining Martin Currie in 2013, where he was portfolio manager for the company’s flagship Asia Long-Term Unconstrained strategy. He is based in CRUX’s new Edinburgh office.

He will be the deputy to Ewan Markson-Brown, who was responsible for the management of the Baillie Gifford Pacific Fund before joining CRUX in September. The Asia team also includes analysts Ishaan Bhatia and Ryan Soh, who specialize in assessing growth opportunities in the public and private arenas in India, Greater China and Southeast Asia respectively.

CRUX is launching on October 1 two actively managed regional equity strategies focused on long-term growth, focused on Asia excluding Japan and China.

Tilney Smith and Williamson
Tilney Smith & Williamson has named two senior executives to its Financial Intermediary Business Development team, bringing the number of newcomers to work with financial advisors to five in just six months.

Crawford Armstrong and Mark Johnson, who have joined Quilter Cheviot, will focus on business development in Scotland and southern England respectively.

Their appointments follow the hiring of Rob Bickerstaffe, Gavin Hill and Jonathan Buttress to focus respectively on business development in the North West, Midlands and East Anglia regions.

Armstrong spent 12 years at Quilter Cheviot where he was Director of Regional Development in Scotland. Previously, Crawford worked for Scottish Life, National Mutual, @SIPP and Clerical Medical / Scottish Widows during his 30 year career supporting financial planners in Scotland.

Johnson has 18 years of business development experience. He joins the Southampton office of Tilney Smith & Williamson from Quilter Cheviot where he spent more than four and a half years, based in Salisbury. Previously, he worked for MetLife for eight years as Director of Business Development and then Deputy Regional Commercial Director, where he was responsible for promoting secured solutions for high net worth clients through financial advisory and banking channel practices. .

Brown board
Independent global investment manager Brown Advisory has expanded its bond team, appointing Anna Rudgard as a bond ESG analyst working with the Global Sustainable Fixed Income team ahead of launching its first strategy later this year. The strategy will be managed by Ryan Myerberg in London and Chris Diaz and Colby Stilson in the United States.

Rudgard joins the group from Aon, where she was a senior consultant in its research team of managers and principal researcher for ESG fixed income strategies. She will be based in the London office of Brown Advisory and tasked with helping to broaden expertise in sustainable investing and integrate ESG research, including the use of bond proceeds using fundamental equity research. fixed income.

JTC Private Office
JTC Private Office has appointed Nic Arnold, a specialist in private clients and family offices, to lead the company in the United Kingdom.

In his role, Arnold will take responsibility for the strategic development and performance of JTC Private Office’s holistic family office services proposition in the UK.

With a reputation as a leader in the UK and the international private client space, Arnold has over 20 years of experience serving high net worth individuals.


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