People Moves: Quilter, Majedie, Momentum Pensions, Link Asset Services, Hawksmoor, Tilney, JTC, Fenergo

Pedro Gonçalves
People Moves: Quilter, Majedie, Momentum Pensions, Link Asset Services, Hawksmoor, Tilney, JTC, Fenergo

Quilter Investors' chief executive Paul Simpson is to take charge of the group's investment desk, as the group announces key changes to the multi-asset portfolio management team.

The new manager will be the second senior hire this year, following the appointment of Helen Bradshaw to spearhead the launch of the forthcoming Quilter Investors multi-asset income range. As part of the changes, Anthony Gillham has made a decision to leave his role as head of investments at the firm. 

Majedie Asset Management has hired Cindy Rose as its first head of responsible capitalism, with the firm aiming for practices that are "fair to employees, shareholders, customers, regulators and the wider community".

Rose, who was also previously co-head of ESG and stewardship at Aberdeen Asset Management, is expected to join the firm on 27 August.

Momentum Pensions
Valerie Calleja, group head of Compliance at Momentum Pensions, has been appointed as a director of the Maltese operating company. Calleja, who is based in Malta, joined the company in 2015 from KPMG Malta where she was Associate Director. Before that she was Head of Financial Crime Compliance at HSBC Bank Malta.

Valerie Calleja
Valerie Calleja

Stewart Davies, Group CEO, Momentum Pensions, welcomed Valerie's appointment and added: "This reflects Valerie's significant contribution to the Group, at all levels, since her recruitment four years ago. She is a highly respected member of the Maltese pensions sector and I look forward to her continuing to add value following this elevation in her role."

Momentum Pensions provides pension solutions for UK residents, British expatriates and international clients all over the world. It administers over £2bn of assets and is regulated and approved to provide pensions solutions in the UK, Malta, Gibraltar and the Isle of Man.

Link Asset Services 
Link Asset Services has promoted Karl Midl and Andrew Lelliott to managing directors within its UK fund business amid a "restructure" of the firm's executive team as Peter Hugh-Smith leaves after five years of leading Link Fund Solutions.

Reporting to Chris Addenbrooke, CEO of Link Fund Solutions, Midl will lead link Fund Solutions, while Lelliott will lead Link Fund Administration and Link Financial Investments.

Hawksmoor Investment Management has hired industry veteran Sarah Soar as its new chief executive, as founder and CEO John Crowley steps down.

Soar will join the Exeter-based investment management firm once her "current contractual requirements permit" and subject to regulatory approval. She has 30 years' experience in the sector, with her most recent role being head of investment management at JM Finn. She was also previously the first female executive director on the Brewin Dolphin board based in London, having spent 18 years at the firm.

Tilney has appointed Ben Seager-Scott as head of multi-asset funds, having spent two years in the role of chief investment strategist.

In this new role, he will oversee both the fund research and the portfolio management teams responsible for Tilney's centrally-managed, unitised strategies.

Fidante Partners has appointed Nora O'Mahoney as head of product from Pacific Asset Management.

O'Mahoney will be responsible for the research and development of the global investment manager's product range, reporting into head of FidantePartners EMEA and North America, PeterPaul Pardi. She joins Fidante from Pacific Asset Management, where she oversaw the development and launch of a range of funds, having previously spent 15 years at GAM where she oversaw AUM growth to over $50bn in a specialist fund range.

JTC has appointed its Jersey managing director Tony Whitney to the position of chief commercial officer.

In addition to his new CCO role, he will also take a Group Holdings Board (GHB) position. Whitney remains managing director of JTC's Jersey office, a position he has held since 2015.

Refinitiv has named Joseph Mrak global head of wealth management. He will lead the global wealth management business with a focus on doubling down on driving technology innovation, developing key regional and global partnerships, expanding global reach and growing value for clients and prospects.

Mrak was the chairman and CEO at FolioDynamix. He then became a group president at Envestnet post acquisition in 2018. FolioDynamix/Envestnet provides intelligent digital systems for wealth management and financial wellness in the United States and internationally. Prior to FolioDynamix, Mrak held key executive division leadership roles at CheckFree (now FiServ) and Citigroup.

The Asset Management Exchange (‘AMX'), an institutional platform for investors and asset managers, has hired Jonathan Greenwold to the Executive Committee and Patrick Waters to the manager development team in the US.

Greenwold will have responsibility for legal, risk and compliance. He joins from Aspect Capital, the $6.7bn systematic investment manager, where he served as general counsel for ten years. At Aspect, Jonathan worked on areas such as; company strategy, investment management, compliance, regulation, and operational risk. Prior to this, he was employed at Slaughter & May.

Waters joins AMX's manager development team in the US. He joins from State Street Global Advisors, where he spent over eight years as vice president and senior relationship manager. At SSGA, Waters provided services to complex strategic client relationships exceeding $55bn in assets under management, with multiple profiles and covering a variety of geographies and regulators. Prior to that he was at Blackrock.

Fenergo has appointed financial services industry veteran, Cormac Sheedy as head of Sales for Middle East and North Africa (MENA). Cormac will join Sean Moore, head of MENA and Fenergo's existing team in Dubai and brings 25 years' experience to the role. Sheedy will deliver on Fenergo's strategic objective to provide innovative CLM solutions that streamline compliance processes and digitally transform client journeys. 

AAM Advisory
AAM Advisory, the Singapore-based financial advice business which is part of Quilter, has announced Eryk Lee as its new chief executive officer.

He was previously chief financial officer of AAM and in his new role will focus on driving further collaboration with Old Mutual International, Quilter's international investment platform based in the Isle of Man. 


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