FWD Archives | International Adviser https://international-adviser.com/tag/fwd/ The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals Fri, 02 Jun 2023 09:27:00 +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 FWD Archives | International Adviser https://international-adviser.com/tag/fwd/ 32 32 PEOPLE MOVES: Prudential, FIM Capital, Novia Financial https://international-adviser.com/people-moves-prudential-fim-capital-novia-financial/ Fri, 02 Jun 2023 09:27:00 +0000 https://international-adviser.com/?p=43660 Prudential

Ben Bulmer has been named as chief financial officer at the global financial services group.

Bulmer is currently chief financial officer of insurance and asset management at the company.

He succeeds James Turner, who has resigned as chief financial officer in light of an investigation into a code of conduct issue relating to a recent recruitment situation.

Prudential said: “The group sets itself high standards and Mr Turner fell short on this occasion. Mr Turner will remain available to the group for a period of four months to support a smooth transition.

“There are no implications for the financial performance, reporting or operations of the business.”

FIM Capital

The Isle of Man-based wealth firm has promoted David Bushe as chief executive.

He previously was investment director at the company.

Prior to FIM Capital, he was a director at Ravenscroft Group.

Novia Financial

The platform business has brought together its operations and technology teams under the direction of Eden Scrivenger, who takes on the expanded role of chief technology and operations officer.

Scrivenger, who joined the platform in August last year, will be supported by newly appointed operations director, Julie Gawthorpe, who joins from pensions administration provider Diligenta.

FWD Group

Sid Sankaran has been named as managing director and group chief financial officer, effective 1 September 2023, subject to regulatory approval.

Sankaran will join the company as senior adviser from 1 June 2023.

He will succeed Jon Nielsen, who will be pursuing a career opportunity in North America.

GBST

The global wealthtech company has hired Simon Clare as head of product innovation.

Before joining GBST, Clare was chief product officer at FE Fundinfo.

Isio

The pension consultancy firm has promoted Emily McGuire to lead its investment advisory team.

McGuire, previously at Aon, joined Isio in May 2022.

She takes on the role from Nick Evans, who is turning his focus to client development, exploring new opportunities to diversify and grow the business.

JM Finn

Rebecca Dawkins has joined the wealth manager as an associate wealth planner.

Before joining JM Finn, she was at London Wall Partners and prior to that at Saunderson House.

Marlborough

The fund manager has appointed Kevin Addison as head of UK wholesale and institutional funds distribution.

Addison joins from Downing Fund Managers, where he was head of sales and distribution. Before that, he was head of funds distribution at Brooks Macdonald.

Old Mill

The wealth manager has promoted chartered accountant Jamie Rudge and compliance director Duncan Parkes as technical partners.

The promotions bring the total number of partners to 25.

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FWD signs bancassurance partnership deal in Macao https://international-adviser.com/fwd-signs-bancassurance-partnership-deal-in-macao/ Tue, 23 May 2023 11:01:44 +0000 https://international-adviser.com/?p=43584 China CITIC Bank International Limited (CNCBI) and FWD Hong Kong (FWD) have established a bancassurance partnership in Macao.

The agreement provides a suite of insurance products and services to the bank’s customers.

The partnership marks the first bancassurance collaboration between CNCBI and FWD in Macao.

Ken Lau, managing director for greater China and Hong Kong chief executive at FWD, said: “We are delighted to be CNCBI’s bancassurance partner and support the bank’s efforts in bolstering its insurance distribution capabilities in Macao.

“Changing the way people feel about insurance remains the vision that guides our work. With this partnership, we will bring our innovative and digitally-enabled products combined with seamless customer experience to CNCBI customers, as well as visitors to Macao, to help them meet their diverse wealth management and legacy planning needs.”

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PEOPLE MOVES: FWD Group, Melbourne Capital Group, BNP Paribas WM https://international-adviser.com/people-moves-fwd-group-melbourne-capital-group-bnp-paribas-wm/ Tue, 16 May 2023 12:52:37 +0000 https://international-adviser.com/?p=43520 FWD Group

Group chief financial officer Jon Nielsen will be leaving the company to pursue a career opportunity in North America.

Nielsen has committed to remain with FWD Group until 31 August 2023, including through its half-year results, to ensure a smooth transition.

FWD Group said it is “well-advanced in its international search process” for the role.

Melbourne Capital Group

The advice firm has promoted Kazi Nishad to head of business development, according to a Linkedin post.

Nishad was previously a private wealth specialist at the firm. Prior to that, Nishad was a business development manager at DeVere Group based in Malaysia.

BNP Paribas Wealth Management

The firm has appointed Marc Kermaidic as chief operating officer for wealth management in Asia.

Kermaidic is currently head of investment services development for BNP Paribas Wealth Management’s global Asian and international markets.

He succeeds Long Doan, who will take up a new role within BNP Paribas, which will be announced in due course.

Investec Wealth & Investment

Marc Wright has joined the firm as head of entrepreneurs within its private office.

Wright was with Barclays, where he was an ultra-high net worth senior private banker, leading the Midlands region for Barclays Private Bank.

The Marlborough Group

Chris Hughes has taken on the role of business development manager at the investment firm, according to his Linkedin profile.

Hughes was previously at Brooks Macdonald, where he was investment solutions manager.

Abrdn

The asset manager has grown its MPS team with the appointment of Sam Buckingham as investment manager.

He joins from Kingswood Group, where he was an investment analyst.

Liontrust

The asset management company has hired Anthony Chemla as a fund manager for its multi-asset team.

Chemla was previously at Atomos, where he was lead portfolio manager for its DFM portfolios and co-portfolio manager of its managed portfolio service.

Evelyn Partners

The wealth management and professional services firm has hired financial planner Nick Hathaway to its Birmingham office.

Hathaway joins from Jerroms Financial Planning, where he has worked since 2018.

Continuum

The IFA company has added financial adviser Stuart Anthony to the London arm of its nationwide team.

He joins Continuum from Alexander House Financial Services, an appointed representative of Quilter, where he was an independent financial planner.

Philip J Milton & Company

The IFA firm has named Peter Elston as director.

Elston was previously chief investment officer at Seneca Investment Managers.

Also, financial planner Felix Milton, has become a director of the company.

Adam Cooke has also been named as non-executive chairman. Cooke previously worked for many years at Invesco.

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