People moves: Beaufort Investment, CISI, Brewin Dolphin, Gresham Technologies
Beaufort Investment
UK-based Beaufort Investment has hired Richard Warne as a fund manager to manage its model portfolios and funds alongside CIO Shane Balkham (pictured) and Cormac Nevin.
In his new role, Beaufort said that Warne will have specific responsibilities for equities, property and real assets manager research.
Warne joined from Credit Suisse, where he was head of discretionary portfolio management for London and the Channel Islands, and was responsible for the flagship third-party mandates.
Derrick Dunne, chief executive of Beaufort, said: "Having known and worked with Richard previously, it gives me great delight to welcome him aboard at this exciting time of growth for our business.
"Achieving our clients' objectives is our number one priority. Richard adds further strength and depth to our skills and experience that will help us achieve this."
CISI
The Chartered Institute for Securities & Investment (CISI) has announced the appointment of Sally Plant as its head of financial planning.
Plant is currently working with Robur Wealth Management, a Partner Practice to St James's Place Wealth Management where her role covers paraplanning and business development.
She previously worked for the CISI between 2005 and 2016, playing an integral part in building the Institute's early relationships in the Middle East, as well as working with the CISI's major clients in the UK, both wholesale and retail. In her last role as Head of Education Development, Sally was part of the CISI's executive team, and responsible for expanding the Institute's schools, university and apprenticeship programmes.
Simon Culhane, CEO, said: "We are very pleased indeed to welcome Sally back to the CISI. Her skills and experience will be invaluable as we look to grow the number of CFP Professionals in both the UK financial planning and wealth management communities."
Brewin Dolphin
Brewin Dolphin has appointed Toby Strauss, who is currently a non-executive director of Legal and General and chairman of Pacific Life Re, as its new chair.
Strauss, whose appointment is subject to regulatory approval, will join the board as chair and non-executive director following the conclusion of Brewin Dolphin's AGM on 5 February 2021.
Ian Dewar, senior independent director, said: "I am delighted to welcome Toby to Brewin Dolphin and look forward to working with him. He brings a wealth of commercial and financial services and experience, which will add to the board's broader expertise."
Gresham Technologies
Gresham Technologies has appointed Christian Schiebl as group business development director. Having been COO of SmartStream and CEO of the Corona reconciliations business, he has been described as "a pioneer of the reconciliations industry."
This announcement follows the appointment of two senior sales hires across APAC and Europe, and the news that fintech leaders Jenny Knott FCCA and Ruth Wandhöfer joined Gresham's board as non-executive directors.
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