People Moves Archives | International Adviser https://international-adviser.com/category/industry/people-moves/ The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals Wed, 22 Jan 2025 14:30:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://international-adviser.com/wp-content/uploads/2022/11/ia-favicon-96x96.png People Moves Archives | International Adviser https://international-adviser.com/category/industry/people-moves/ 32 32 Brown Advisory names heads of UK private clients and international business https://international-adviser.com/brown-advisory-names-heads-of-uk-private-clients-and-international-business/ Wed, 22 Jan 2025 14:30:48 +0000 https://international-adviser.com/?p=313993 Brown Advisory, an independent and privately held global investment management firm that oversees US$170 billion in client assets globally, has appointed Nick Andjel to take over as the head of UK Private Clients and Charities following Quintin Ings-Chambers’ appointment as head of International Business.

Andjel is a portfolio manager and previously served as deputy dead of UK Private Clients and Charities. Prior to joining Brown Advisory in 2016, he was a portfolio director at GAM Investments, responsible for a broad range of private and charity clients. Nick’s career also includes roles at Goldman Sachs, Barclays and Barings Asset Management.

Brown Advisory’s international presence, established by Logie Fitzwilliams in 2007, comprises around $30bn in client assets. Of this, the Private Client and Charity AUM is $4.5bn. The dedicated Private Client team has grown to 25 colleagues, including 14 portfolio managers and investment professionals. They design and manage bespoke investment portfolios for a client base of individuals, charities, family offices, endowments, and foundations, often dealing with complex and multi-jurisdiction financial considerations.

Quintin Ings-Chambers, head of International Business at Brown Advisory, said: “We are delighted that Nick will be taking over as Head of UK Private Clients and Charities at Brown Advisory and look forward to him building on the excellent service and counsel he has provided to our clients over the past eight years. Brown Advisory is a client first firm, focused on the highest levels of service and performance and Nick has shown exemplary leadership in this respect.”

Logie Fitzwilliams, Co-CEO of Brown Advisory, said: “I’d like to congratulate both Quintin and Nick on their appointments as Head of International Business and Head of UK Private Clients and Charities, respectively. I have worked closely with both for many years in London and have seen them provide our private clients with the highest standard of service and advice. I also have no doubt that the International Business, and Private Clients, will continue to succeed under their leadership.”

Quintin joined Brown Advisory in 2012 and most latterly was head of the firm’s International Private Clients and Charities team. Prior to joining Brown Advisory, he was an investment director at SG Hambros and a director in the private client and charity group of Barings Asset Management. His earlier career was at Rensburg Sheppards where he was a member of the group’s asset allocation committee and managed a multi-manager unit trust.

London serves as the international business headquarters and comprises global equity and fixed income teams, a UK private clients and strategic advisory team, and a significant business development effort. From London, the firm launched its UCITs funds business based in Dublin and opened offices in Frankfurt, Singapore, and Tokyo to better serve the European, Asian and Australian regions.

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IFGL appoint Charlotte Lewis as group chief compliance officer https://international-adviser.com/ifgl-appoint-charlotte-lewis-as-group-chief-compliance-officer/ Wed, 22 Jan 2025 13:51:56 +0000 https://international-adviser.com/?p=314003 Charlotte Lewis has been appointed as group chief compliance officer and member of the executive committee at Isle of Man based International Financial Group Limited (IFGL).

Lewis (pictured) is a chartered accountant and brings over 15 years of experience working in the financial services sector with a broad range of relevant leadership and financial services experience gained from her both her time in practice at Deloitte, and in industry as head of financial reporting at Manx Telecom.

Before her move to IFGL,  she enjoyed 10 years (over two spells) with Deloitte Isle of Man. Her early career saw her manage an audit portfolio of regulated entities including those in the life insurance sector.

Latterly, she was the lead advisory and assurance director for Deloitte Isle of Man, responsible for growing the advisory and assurance side of the business, with a focus on regulatory and controls assurance and financial crime advisory projects. Her clients have included public sector, highly regulated financial services entities and large and listed entities with complex control environments.

IFGL’s group chief risk officer Sue-Ann Ind said: “I’m so pleased to welcome Charlotte to our leadership team. Charlotte’s experience and expertise are key assets for our business because she brings a global perspective and an appreciation of strategic opportunities and challenges.

“She will be responsible for setting a clear strategy for IFGL in terms of compliance and conduct, bringing fresh perspectives to protecting our business, delivering excellent customer outcomes and continuing to embrace regulatory change.”

“The opportunity to join a growing and ambitious organisation based in the Isle of Man was very attractive to me,” said Lewis. “There is already a well-embedded compliance culture within the business, and I am looking forward to using both my strategic and technical skills to support the business growth whilst further strengthening the control environment we have in place to comply with an ever-evolving regulatory landscape.

“I have a huge amount to learn but I have a very strong team around me and I am excited about the challenge. I am committed to showing that, with the right support, women can excel in leadership roles whilst embracing the responsibilities and joys of parenthood”.

Lewis grew up in Derbyshire and moved to the Island in 2012, with her now husband, Jamie. She has two young sons aged 6 and 3. Outside of work, she enjoys playing the piano and spending time outdoors, whether she’s running or exploring the Island’s beautiful landscapes with her family.

“I’m also very passionate about sustainability,” she said. “The Isle of Man is a beautiful place to live, with our biosphere status, and it’s important we protect what makes the Island so special.”

 

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Skybound Wealth makes three key leadership hires https://international-adviser.com/skybound-wealth-makes-three-key-leadership-hires/ Tue, 21 Jan 2025 14:07:34 +0000 https://international-adviser.com/?p=313955 Skybound Wealth has added three key hires this January in newly-created roles for Danny Sutherland as group financial controller, Dmitriy Ermakov as group head of marketing and Bethany Ward as partnerships manager.

In an exclusive statement today (21 January) for the II and IA brands, Skybound said the appointments follow “a transformative 2024, where the company expanded globally and invested heavily in cutting-edge adviser technology, setting the stage for 2025 to become a year of full-scale digital transformation”.

Sutherland was previously a senior finance manager at ghd with responsibility for the reporting of the UK & Ireland business unit.

Ermakov worked previously at ekar, the Middle East’s first and largest shared mobility company, providing on-demand access to a network of vehicles via a mobile app,

Ward was previously a strategic partnerships manager at TIME Investments.

In 2024, Skybound Wealth reshaped its operations by integrating advanced tools to enhance advice delivery and improve efficiency across its offices. This shift underscored the company’s commitment to remaining at the forefront of the financial advisory industry.

The three key hires builds further on this progress, the statement said, with the new expertise spanning financial leadership, marketing innovation, and partnership development, helping to drive the company’s digital transformation agenda in 2025, enabling Skybound Wealth to further enhance its global presence.

Mike Coady, CEO of Skybound Wealth said: “The strides we made in 2024 were just the beginning. This year, our focus is on integrating digital solutions that will transform not only how we operate but also how we connect with and support our clients.

“The calibre of talent joining our team reflects our ambition to set a new standard.”

 

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Chartered firm Colmore Partners hires Charlie Garner as financial planner https://international-adviser.com/chartered-firm-colmore-partners-hires-charlie-garner-as-financial-planner/ Mon, 20 Jan 2025 12:07:59 +0000 https://international-adviser.com/?p=313899 Chartered financial planning firm Colmore Partners has added a new financial planner to its growing team in Birmingham.

Charlie Garner brings nearly a decade of expertise in the financial services sector, with over three years dedicated to providing strategic financial planning. He will play a key role in supporting the firm’s ongoing growth, assisting both new and existing clients, and further strengthening Colmore Partners’ presence within Birmingham’s professional community.

Prior to joining Colmore Partners, Garner worked at Cowens, a commercial insurance broker and financial planning firm. He has also held positions at Island Financial Strategy and Boolers, a pension scheme specialist and wealth management company.

Garner, said: “I’m excited to join Colmore Partners and contribute to the firm’s excellent reputation for providing high-quality financial advice. The opportunity to collaborate with a talented team and help clients achieve their financial goals is something I truly value. I look forward to building long-lasting relationships and contributing to the continued growth and success of the business.”

Richard Meek, managing director of Colmore Partners, said: “Charlie’s expertise will be invaluable as we continue to provide tailored, holistic financial advice to our diverse client base. He will work with a range of high-net-worth individuals, including business owners and senior executives.

“We are focused on growing and developing our existing team by nurturing talent and attracting new professionals like Charlie who align with our values and commitment to excellence. His appointment is another step in ensuring that Colmore Partners remains a forward-thinking and dynamic place to work.”

CAPTION: (l-r) Richard Meek welcomes Charlie Garner to Colmore Partners.

Colmore Partners was awarded corporate Chartered status by the Chartered Insurance Institute last year, in recognition of its commitment to professional standards. The firm was also named one of the Top 100 performing SMEs by Great Place to Work® UK for the second consecutive year.

CAPTION: (l-r) Richard Meek welcomes Charlie Garner to Colmore Partners.

Colmore Partners is a firm of Independent financial planners based in the heart of Birmingham. The firm is led by Richard Meek, Wendy Fellows and Simon Hoult, who between them, have almost 70 years’ experience in the financial services industry.

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Quilter Investors hires Fidelity’s Sophie Outhwaite as senior manager research analyst https://international-adviser.com/quilter-investors-hires-fidelitys-sophie-outhwaite-as-senior-manager-research-analyst/ Fri, 17 Jan 2025 13:04:34 +0000 https://international-adviser.com/?p=313819 Quilter Investors, the multi-asset investment business of Quilter plc, has Sophie Outhwaite as senior manager research analyst. She will be primarily responsible for covering Europe and UK equities, reporting to Kristian Cassar, head of manager research at Quilter Investors.

Outhwaite brings with her 16 years of industry experience. Most recently, Outhwaite was head of investment research solutions at Fidelity International, where she led a global team focused on advancing research performance assessment and proprietary research data visualisation across fixed income and equities.

Prior to that Outhwaite spent nearly 12 years in wealth management at Whitley Asset Management (recently acquired by Cazenove) and Stanhope Capital. At Stanhope Capital, Outhwaite held the positions of head of equities and head of responsible investment.

In addition to her role at Quilter Investors, Outhwaite serves as a trustee/director of Glasspool Charity Trust. She is a Chartered Fellow of the CISI and holds the CFA ESG Certificate.

Kristian Cassar said: “We are thrilled to welcome Sophie to the team. Her extensive experience and proven track record in both equities and responsible investment will be invaluable as we continue to enhance our research capabilities and deliver the best outcomes for our clients.”

Outhwaite added: “I am excited to join Quilter Investors and contribute to the firm’s commitment to excellence in investment research. I look forward to working with the talented team here and leveraging my experience to drive further advancements in our research

 

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