PortfolioMetrix will launch 28 portfolios on the P1 Platform, including its Global Passive range and 21 portfolios with a DFM fee of 0%, across a range of different risk appetites. PortfolioMetrix achieves the 0% DFM fee by building portfolios using its multi-asset funds as building blocks which has numerous operational and taxation benefits.

This collaboration continues the P1 Platform’s drive to enrich its roster with high-quality DFMs and independent investment managers. Earlier this year, the company added 8AM Global, Tatton, 5 Horizons and Magellan Investment Management to the platform. There are now 14 different investment options on the platform, on top of the ability to manage clients on an advised basis.

PortfolioMetrix will be using P1’s recently launched Invest Pilot tool. Built using Microsoft’s Power Platform, the tool can be accessed with a user’s Microsoft credentials and can even be used from within Microsoft Teams making decision making, collaboration and operations easier.

The DFM’s ‘Insourcing’ proposition will also be available through the P1 Platform, offering risk-rated model portfolios, which can be tailored to an advice firm’s needs and branded in their name. The models are shaped by the adviser’s investment philosophy and aligned to their preferred risk profiler.

James Priday, CEO of P1 Investment Services, said: “This addition strengthens the P1 Platform’s reputation as an open investment platform. Our collaboration with PortfolioMetrix is another step in our mission to offer advisers a comprehensive selection of DFMs who prioritise technology and client-centric investment management. This partnership aligns perfectly with our goal of delivering efficient, low-cost, and effective solutions, empowering advisers to shape their clients’ financial futures.”

Ben Peele, MD of PortfolioMetrix, added: “This tie-up will give even more advisers and their clients access to our award-winning range of model portfolios. It will also allow more firms to access our leading Insourcing service, which sees us build customised models in partnership with culturally aligned adviser businesses.”

RBC Brewin Dolphin chief executive Robin Beer has been chosen to lead the bank’s UK wealth management business, RBC Wealth Management International, amid plans to merge the two businesses in the new year.

The UK arm of RBC Wealth acquired Brewin Dolphin earlier in the year, a move that triggered the departure of all but two of Brewin’s board members in August.

However, Beer remained in place as chief executive of the rebranded DFM, and he will take up his position as chief executive of wealth management international in the first half of 2023.

They currently operate as separate entities, but once it has been successfully integrated with RBC Brewin Dolphin, Beer will lead the merged business.

Beer joined Brewin from Barclays Wealth in 2008, and had held several senior roles at the firm by the time he was named chief executive in June 2020.

David Thomas, the outgoing chief executive of RBC Wealth Management International, has been named head of RBC Europe, with the change coming into effect on 1 January 2023.

The Securities and Futures Commission (SFC)

The Hong Kong regulator has named Julia Leung as chief executive for a three-year term, effective 1 January 2023.

Leung, currently the deputy chief executive and an executive director of the intermediaries division of the SFC, will succeed Ashley Alder following his departure from the SFC to the Financial Conduct Authority (FCA) in the UK.

Indosuez Wealth Management

The wealth manager has named Olivier Chatain as head of strategy, legal, and transformation.

Olivier Carcy and Marc-Andre Poirier have also been appointed chief executives for Europe and Switzerland, respectively.

SuMi Trust

The asset manager has appointed Kei Ohashi as director of client services and global business development.

Prior to his current role, he was the associate investment director for product management and distribution at SuMi Trust in Tokyo.

Julius Baer International

Patrick Wilson joins JBI as a senior relationship manager.

He previously spent 16 years at Credit Suisse in London, where he was a managing director.

Ryan Perry joins the wealth firm as a relationship manager

He was formerly at Credit Suisse, where he focused primarily on delivering discretionary portfolio management, advisory solutions and lending services to both high net worth and ultra-high net worth clients.

Portfoliometrix

The discretionary investment manager has hired Dean Swindell to its business development team based in London.

Swindell will be responsible for the firm’s strategic partnerships through the adoption of Portfoliometrix’s technology and investment service offerings.

He joins from Parmenion, where he spent over three years as a regional sales manager.

The investment firm has appointed Ruchir Rodrigues as chief client and commercial officer.

He was previously at Barclays, where he was divisional business head – connected commerce and European consumer business.

RBC Wealth Management

Kamran Azim has been appointed as chief operating officer of wealth management Asia at the wealth manager.

He is based in Singapore.

Azim was vice president and head of global credit and cash management, based in Toronto, Canada.

Titan Wealth Holdings

The DFM and wealth manager has named as Tom Macpherson as head of portfolio management and Rosanna Holt as head of commercial operations.

Macpherson joins from LGT UK Wealth Management, where he held several roles in its MPS team, including as head of the MPS and Volare funds.

Holt has held senior intermediary roles at JP Morgan Asset Management, Quilter Cheviot and Brooks Macdonald.

PortfolioMetrix

The investment manager has hired Sarb Thind to bolster its business development team.

He joins from Invesco, where he was the lead UK sales manager for its MPS offering.

Financial Ombudsman Service

Jenny Simmonds has been named as chief finance and risk officer at the Ombudsman.

She will take up her role in January.

Simmonds is currently strategy, commercial and data director at Virgin Media O2 business and wholesale UK.

White Oak Group

The investment firm has appointed Ben Hayward as head of distribution for Europe (ex-DACH) and the Americas.

Before joining White Oak, Hayward worked for UTI International, where he was responsible for developing the business across the UK and Nordic markets.

Brown Advisory

The investment management firm has strengthened its Global Sustainable Fixed Income team with two analyst hires in London.

Yacine El-Mohri joins from BNP Paribas, where he was a financials credit trading desk analyst.

Eriko Miyazaki-Ross joins from Global Evolution, where she was an emerging markets corporate credit portfolio manager and UK branch manager.

The financial services giant has named Anusha Thavarajah will be appointed as regional chief executive of Allianz Asia Pacific, succeeding Solmaz Altin, who has decided to leave the organisation after 13 years with the company.

Thavarajah is currently Allianz Asia Pacific’s regional chief executive of life and health, having joined the business in December 2019 from AIA Malaysia.

Wren Sterling

The IFA firm has strengthened its executive team with the appointment of Henry Blunt as acquisitions director.

Blunt joins Wren Sterling after eight years at Retiring IFA, where he was managing director for the past six years, helping IFAs to sell their businesses to acquiring companies.

Sovereign Trust (Hong Kong)

Margaret Fung has joined the firm as managing director in Hong Kong.

She was previously head of Hong Kong market and board member at the TMF Group.

Natixis Investment Managers

The global asset manager has named Melanie Robinson as global head of customer experience and Gad Amar as international chief product officer.

Robinson previously worked at Medallia as head of professional services for southern Europe.

Amar joins from Edmond de Rothschild, where he was deputy chief executive, global head of business development in Paris.

C Hoare & Co

The UK private bank has named Amy Rodwell as partner.

She will be the first member of the twelfth generation of the Hoare family to join the partnership and the 50th partner in the bank’s history.

Rodwell joined C Hoare & Co in November 2015.

Robeco

The asset manager has appointed Colin Graham as head of multi-asset strategies and co-head of sustainable multi-asset solutions.

Graham was chief investment officer, multi-asset solutions at Eastspring Investments.

PortfolioMetrix

The investment manager has expanded its UK team with the appointment of Jim Clay to its business development team.

Previously a director within the IFA business development team at Tilney Smith & Williamson for over four years, Clay has also held senior roles in a number of organisations serving the financial advice profession, including Heartwood, BNY Mellon and SEI Investments.

Tilney Smith & Williamson

The wealth management group has strengthened its team in Birmingham with two appointments in its professional services business.

Adam West and Clare Halligan have joined its Birmingham tax team as a partner and director, respectively.

West joins Tilney Smith & Williamson from RSM, where he was private client tax director.

Halligan joins Tilney Smith & Williamson from Grant Thornton with 10 years tax dispute and resolution experience across the London and Birmingham markets.

Guernsey Finance

Barnaby Molloy has been appointed as the deputy chief executive of the promotional agency for Guernsey’s financial services sector.

He was previously operations and marketing director at Guernsey Finance.

The banking giant has made several changes to its global wealth unit with the creation of regional chief investment officers.

Fan Cheuk Wan will become chief investment officer of Asia for private banking and wealth management.

Patrick Ho, James Cheo, Jonathan Sparks, Belal Khan and Jose Rasco will take on similar roles for north Asia, southeast Asia, UK and Channel Islands, Mena and Europe, and Americas, respectively.

Succession Wealth

The UK financial planning and wealth firm has hired Peter Coleman as chief commercial officer.

He will oversee financial planning, platform and investment services across Succession Group and Succession Advisory Services.

Coleman joins from Wealth Wizards, which has been acquired by mutual insurer Royal London on 2 March, where he served in a similar position.

Additionally, the firm confirmed to International Adviser that chief client officer Sarah Lord has resigned from the company in February 2021 after over a year in the role.

She currently serves as president of the Personal Finance Society.

Nedgroup Investments

Tom Caddick has become head of investments for the multi-management division in London.

He was previously chief investment officer at Santander Asset Manager, where he worked for 10 years.

Caddick will succeed Andrew Yeadon, who is retiring after spending nine years at Nedgroup Investments.

Generali

The Italy-headquartered insurer has made several changes to its c-suite.

Francesco Martorana, who was chief executive of Generali Insurance Asset Management, will become group chief investment officer of Assicurazioni Generali.

Bruno Servant, chief investment officer of Generali France and head of group investment management solutions, has been promoted to chief executive of Generali Insurance Asset Management, replacing Martorana.

Tim Rainsford will take on the role of chief executive of Generali Investment Partners, effective from 15 April, while continuing in his position of global head of sales at the firm, which he took on in September 2020.

Zedra

The global provider of wealth and fund services named David Rudge as managing director for Active Wealth in the UK.

He joins from Vistra UK, where he spent the last 13 years in a similar role.

MSCI

The global support provider for the investment sector has promoted Kazuya Nagasawa to head of Apac client coverage, based in Singapore.

He was previously head of north Asia client coverage at the firm.

Nagasawa will oversee MSCI’s sales, client relationship management and client services in the region. He takes over from current head Jack Lin, who will be leaving the company to pursue other opportunities.

Coutts

Senior portfolio manager Jeremy Ward has left the private bank after eight years.

He will return to New Zealand to join wealth management firm Jarden as global equities research director.

Portfoliometrix UK

Claire Van Den Houten has been promoted to director after leading the UK partnership relationship team since 2016.

Whereas, Caribe Breese joins the firm as UK head of digital marketing from ISI Emerging Markets Group, where she served as group digital marketing manager for over two years.

Radiant Financial Group

The IFA firm hired Alan Hopley as head of financial planning and analysis.

He previously held the same role at Addison Lee Group.

AJ Bell

The UK-based investment platform has hired Danni Hewson as a financial analyst.

Hewson served as a journalist and presenter at British national broadcaster BBC for 19 years.