Close Brothers Asset Management (CBAM) has hired managing director Oliver Harvey to support the growth of its HNW Bespoke investment management service.
Oliver Harvey has 19 years of experience of managing investments. Before joining CBAM, he worked as an investment director at Rathbones, and before that, Fleming Private Asset Management where he started his career. A specialist in private client fund management, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment.
SEI announced that its institutional group has appointed Alistair Jones as an Advice Director, delivering strategic investment advice to the firm’s institutional client base of defined benefit and defined contribution pension schemes, as well as charities.
With over 17 years of industry experience, Jones joins SEI from Schroders, where he spent the last seven years as an investment strategist within its portfolio solutions team. He previously worked within Aon Hewitt’s investment practice and in the actuarial business at Watson Wyatt.
DWS announced it is to strengthen its multi-asset team with the appointment of Hartwig Kos, who is joining DWS based in Frankfurt.
Before joining SYZ, Kos held various positions at Baring Asset Management, most recently as investment director of global multi asset group. At DWS he will lead the multi asset allocation team.
Highvern Group has appointed Mark Primrose, as an associate director and head of client accounting. Primrose qualified as a Chartered Accountant with KPMG before moving to an in-house role with Apax Partners and most recently in third party administration.
STM Group, the cross border financial services provider, has named Duncan Crocker as its non-executive chairman.
Crocker (pictured) has spent his entire working career in the UK financial services industry, the last 20 years of which being spent reporting in at group board level in a FTSE 100 group. He also has experience across a broad range of customer and distribution sectors.
Sterling Global Financial, the Bahamian financial institution, has named Cory Macculloch as its managing director of its Cayman Islands operation.
Macculloch will manage Sterling’s fiduciary business, and look to strategically expand its fintech and digital asset-based service offerings. He joins Sterling from an offshore law firm, where he was a founding attorney of the firm’s digital, blockchain and fintech group, and led the firm’s growth in this practice area.
Columbia Threadneedle Investments has appointed Katherine Haesaerts as sales director covering Belgium.
Haesaerts is responsible for developing Columbia Threadneedle’s wholesale distribution partnerships and client relationships in Belgium, including IFAs. She will report to Prosper van Zanten, Columbia Threadneedle’s head of Benelux distribution and will work closely with Claude Ewen, existing sales director for Luxembourg and Belgium.
Sanlam UK, part of global financial services group Sanlam Ltd, announced the appointment of Richard Pursglove as head of distribution, with responsibility for shaping and executing the group’s strategy in both sales and marketing.
Pursglove has a career spanning over 30 years in both asset and wealth management, having started his career as an IFA. Having worked at Cazenove from 2001, he went on to lead distribution in both sales and marketing functions for Gartmore Investment Management, Goldman Sachs Asset Management, Artemis Investment Management and more recently supported the integration of the global distribution team at Aberdeen Standard Investments during the merger.
Canaccord Genuity Wealth Management has appointed Tim Sander as the new head of its Jersey office.
Sanders, who was most recently head and chairman of the international equities committee at Brooks Macdonald, will manage a range of investment mandates, with a focus on international and bespoke asset management for high-net-worth individuals, charities and the intermediary market.
Axiom Alternative Investments has appointed Laurent Henrio as portfolio manager and Antonio Roman as research analyst.
Henrio, who brings 16 years of experience in credit trading to the role, joins Axiom from Société Générale.
DBS has tapped into arch rival OCBC Bank of Singapore’s well established South Asia business for its latest hire.
The Singapore-based bank hired Himanshu Mehrotra in London as a banker catering predominantly to the non-resident Indian client segment, finews.asia has learned. Mehrotra was with OCBC’s Bank of Singapore in London for five years prior to his latest move. At DBS, he will report to Muriel Simon, who joined last year as head of its UK business.