People Moves: Carey Olsen, GQG Partners, Novia Financial, Triple Point, Stonehage Fleming, SYZ Asset Management, Close Brothers

People Moves: Carey Olsen, GQG Partners, Novia Financial, Triple Point, Stonehage Fleming, SYZ Asset Management, Close Brothers

Carey Olsen
Offshore law firm Carey Olsen has appointed litigation and insolvency specialist Justin Davis as counsel in its British Virgin Islands (BVI) office.

Justin's practice focuses on complex, high-value multi-jurisdictional commercial litigation, shareholders' disputes and insolvency litigation. He has particular experience of obtaining and opposing freezing injunctions, asset disclosure orders, receivership orders and anti-suit injunctions. 

Davis has more than 16 years' experience as an advocate, drawn from his time as a barrister at the Commercial Bar in London and in the BVI, where he appears regularly in both the Commercial Division of the BVI High Court and the Court of Appeal.

Ben Mays, head of Carey Olsen's BVI dispute resolution and insolvency team, said: "I am delighted to welcome Justin to Carey Olsen. He brings with him a fabulous reputation and has a valuable wealth of experience in dealing with complex and high-value multi-jurisdictional litigation. The appointment also reflects the growth of our dispute resolution and litigation team and our commitment to delivering the highest level of client service."

GCG Partners
GQG Partners has hired ex-Neptune Investment Management UK sales head Dan Lee as director for the company's UK and Ireland business development.

Lee will be responsible for developing and implementing the investment management boutique's presence in the wholesale markets in the UK and Ireland.

GQG runs two UCITS strategies, GQG Partners Emerging Markets Equity and GQG Partners Global Equity. Rajiv Jain, chairman and CEO of GQG, also runs a sleeve of the multi-manager Alliance Trust investment trust.

Lee said GQG was "one of the fastest-growing, truly active equity investment managers in the world and is expanding as others retrench".

"I believe I will be able to make an important contribution to broadening GQG Partners' UK and Ireland client-base, and I look forward to introducing the global and emerging market capabilities of this dynamic manager to the wholesale market," he added. (By David Brenchley, Investment Week)

Novia Financial
Dave Howard is joining Novia Financial in the newly created role of chief technical officer. Sitting on the executive, he will report into CEO Bill Vasilieff. This new role will be responsible for developing and implementing Novia's IT strategy, ensuring the infrastructure remains robust as well as exploring new approaches for continuing to deliver a leading service to Novia's investors and advisers.

Howard joins Novia from Platform Action, the platform implementation consultancy where he was a director and where he worked on a number of high profile platform implementation and IT projects. Hoaward also conducted a successful implementation assurance review for South African platform StanLib and previous to that worked with Brett Williams and Bill Vasilieff on the set up of Old Mutual platform Selestia in 2001.

Bill Vasilieff said: "We are delighted to have Dave on board.  This year has seen the business continue to grow with increased new business in a challenging market, the successful implementation of Adviser Zone and a record last quarter.  As the pace of change in technology continues to gain momentum, this continued investment in our technology is we believe instrumental to a platform's success."

Triple Point
Triple Point, a leading UK alternative investment manager, today announces the appointment of experienced financial services professional Jack Rose as strategic sales director.

Rose brings a wealth of experience to Triple Point having spent the last seven years working at the financial product distribution company LGBR Capital where he was head of their Tax Efficient Investment Division, LightTower Partners, and as such was responsible for creating, organising and implementing the distribution strategy for the EIS, VCT and IHT products the firm represented. He was previously a sales and marketing executive at Matrix Group's Asset Management division.

In his new role at Triple Point he will be in charge of helping to build and execute the sales strategy for Triple Point's new and existing retail products as well as increasing awareness of them within the adviser industry.

Belinda Thomas, partner and head of investor relations, commented: "I am delighted to welcome such an experienced financial services professional as Jack to the firm. He has a thorough understanding of the retail and financial adviser markets and an excellent track record of helping investors implement effective tax efficient investment strategies.

"Triple Point has highly attractive propositions and solutions that cater to the broad array of approaches investors seek to implement. Jack will be using his experience and expertise to help increase awareness of these products and services, as well as help our clients meet their financial goals."

Stonehage Fleming
Stonehage Fleming, a independently owned international family office, today announces the appointment of John Connolly as chairman of the board.

Connolly currently chairs the FTSE 100 company G4S, and was chairman of Amec Foster Wheeler, also a FTSE 100, before it merged with Wood Group.  He is also executive chairman of Cogital Group. John was Chairman of Great Ormond Street Hospital Charity until earlier this year and is a Council Member of the CBI.

He succeeds Charles Erasmus, who has served on the Board of Stonehage, and then as Chairman of Stonehage and Stonehage Fleming, for the past two decades. 

Chris Merry, group CEO, Stonehage Fleming, said: "John's distinguished track record in both the professional services and corporate world makes him the ideal Chairman for Stonehage Fleming. His extensive experience and strategic vision will contribute enormously to shaping the future growth of the firm."

Following his appointment as chairman of Stonehage Fleming, John Connolly said: "I have been most impressed by Stonehage Fleming's excellent reputation, its client-centric approach and the quality and ambition of its people.   It's an exciting time to be taking on this role and I am looking forward to working with a business that has such great potential for further growth, and with a team that has redefined the modern Family Office."

SYZ Asset Management
SYZ Asset Management, the institutional asset management arm of SYZ Group, has added the expertise of macroeconomic and currencies specialist Stephen Jen.

Jen is CEO and co-CIO of Eurizon SLJ Capital, the London-based asset management company specialised in emerging market debt, currency management and macroeconomic research belonging to the Intesa Sanpaolo Banking Group. He has been appointed as chairman of the external advisory board on the recently formed total return strategies team, headed by Adrien Pichoud. The advisory board will work closely with Pichoud and the total return strategies team, benefitting SYZ's full range of investment strategies.

From 1996 to 2009, Jen held various roles at Morgan Stanley, including global head of currency research and managing director. Prior to this, he spent four years as an economist with the IMF, covering economies in Eastern Europe and Asia. Jen holds a BSc in Electrical Engineering from the University of California at Irvine and a PhD in Economics from MIT.

Commenting on the appointment, SYZ Asset Management CEO William Nott said: "Given our long-term view of the ‘Japanification' of the world, where persistent low growth and low rates increase our customers' need for income, Stephen's expertise in emerging markets and currencies is going to be more important than ever. Stephen will elevate SYZ Asset Management's investment expertise as the total return strategies team expands."


Close Brothers
Close Brothers Asset Management
has appointed Matthew Spencer as head of business development and marketing to support the ongoing growth of the firm. His responsibilities will span the breadth of CBAM's offering, including private clients, intermediaries, and financial education.

Spencer joins from Deutsche Bank, where he was Managing Director - Head of Intermediaries, Multi Family Offices, and Group Referrals. Before that Matthew worked at Coutts, where he was responsible for the delivery of the firm's internal and external growth strategy.  Having also worked at Credit Suisse and Jupiter Fund Management, Matthew  brings a wealth of experience in leading high performing teams, and developing and implementing long-term strategies for growth.

Martin Andrew, chief executive of Close Brothers Asset Management, said: "We are looking to hire high calibre people to develop our propositions, enhance our service to clients, and strengthen our ability to attract new clients.  I am delighted to welcome Matthew as a great new addition to our team.  He has extensive experience and will play a crucial role in shaping the future development of our business."

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Christopher Copper-Ind

Christopher Copper-Ind is editor-in-chief of International Investment. Before this, he was editorial director of The Business Year, from 2014 to 2017.