PEOPLE MOVES: Sandaire, National Friendly, Julius Baer


Sandaire, the London-based multi-family and international investment office, has named James Fleming chief executive.

Fleming, pictured left, who will begin his new role on 1 November, subject to regulatory approval, succeeds Alexandra Altinger, who left the company recently, a company spokesperson said. Altinger had joined Sandaire at the beginning of 2014 to lead the integration of the business with Lord North Street Ltd, another family office.

Fleming comes to Sandaire from Arbuthnot Latham, where most recently he has held the role of vice chairman, having previously been chief executive from 2012 tthrough 2016.

Fleming began his career with Hambros Bank, where he eventually became managing director of SG Hambros (UK), before moving to Coutts & Co in 2002. There he headed up its international division.

Sandaire was founded in London in 1996 by Alexander Scott to manage the wealth of his family’s members, as well as to provide family office services to other families and foundations. In 2012 the business expanded into Asia, with the opening of Sandaire Singapore, and, as mentioned above, it joined forces in 2014 with Lord North Street.

National Friendly
National Friendly, the Bristol-based mutual specialising in health, welfare and protection insurance, has named Oliver Jones to the newly-created role of commercial development manager.

Jones, pictured left, will be based in the society’s Bristol office. He will be responsible for overseeing the company’s expansion in the areas of social care and private medical insurance, National Friendly said in a statement.

Most recently Jones had been head of intermediary sales at April UK, the international arm of France’s April Group. Prior to joining April, he had been sales director at UBS South West Ltd.

National Friendly was formed in 1868 to provide sickness benefits for its working members, and today has more than 35,000 member clients.

Julius Baer
Julius Baer, the Zurich-based private banking and asset management group, has named Oliver Bartholet to succeed Bernhard Hodler as chief risk officer and member of the executive boards of Julius Baer Group and Bank Julius Baer.

Bartholet, who begins his new role in April of next year, comes to Julius Baer from UBS, where he had been head of legal group regulatory and governance. At Julius Baer, he will be responsible for the management and control of market, operational, compliance and bank-related legal risks.

Bartholet is remaining at Julius Baer as a member of the executive board of the bank, while also serviing as the deputy to the chief executive.

Bartholet came to banking a little more than 20 years ago, after working in public service.

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