Carrick Wealth
Ex-deVere regional manager for Africa, Greg Stockton is joining his former colleagues at South African advice firm Carrick Wealth as group business development manager on 1 July.
In his new role, Stockton will spearhead the Carrick 20/20 expansion strategy into Africa alongside Mike Potts, director retail sales.
Stockton left deVere in June 2016 after more than 13 years, having worked in Hong Kong, Shanghai, Tokyo, Singapore, Dubai and South Africa.
He relocated from the Middle East to South Africa with deVere in May 2014, around the same time Carrick Wealth chief executive Craig Featherby left deVere to set up on his own.
Featherby said: “In 2006, Greg and I worked together in a small office in Tokyo. Today, 11 years later, we are re-joining forces. Carrick’s vision is set on Africa. We live in a time of vast opportunity and Greg will be joining Carrick at an exciting intersection of potential and technological innovation.”
Generali
Jean-Laurent Granier will join Generali Group as country manager for France and président directeur général (PDG) of Generali France with effect from 1 June 2017. He will also join the group management committee of Assicurazioni Generali.
The current PDG of Generali France, Eric Lombard, will step down from his role on 31 May but continue to assist the group chief executive on strategic and institutional affairs. He will retain his role as chairman of Europ Assistance and remain a member of the board of directors of German financial advice business DVAG until the end of the year, when he will leave the group.
Standard Chartered Private Bank
StanChart Private Bank in Jersey has appointed James Horrigan as a director in its wealth intermediaries team. He brings with him a wealth of knowledge in financial services, with specific focus on the wealth management, treasury and fiduciary sectors. Horrigan will be responsible for engaging with professional intermediaries, both on and off island, as well as developing the bank’s offshore intermediary network.
Horrigan’s specialism in wealth management, lending and corporate foreign exchange, led to him setting up Cube Treasury Services, where he held the position of managing director for 10 years. Previously, he was a director at Active Services and head of corporate and intermediary banking for the Anglo Irish Bank (IoM).
Lombard Odier Investment Managers
Lombard Odier IM has named Samira Sadik Dadi as head of third-party distribution for French-speaking Switzerland.
Dadi, who joined the company on 1 May, was previously head of key accounts at Oyster Funds (Syz Bank) in Geneva, having also held the role of head of French-speaking Switzerland & Benelux distribution at the same organisation.
Dadi will be reporting to and working closely with Martin Thommen, the recently appointed head of third-party distribution for Europe, who will join from UBS Asset Management on 1 June.
Heartwood Investment Management
Boutique investment manager Heartwood IM has appointed Graham Bishop as investment director. An experienced investment strategist, he will take the lead on tactical asset allocation, as well as participating in the management of the multi-asset strategies.
Bishop was previously a global macro strategist at Citi Bank, where he helped design short and longer term cross-asset trades and ideas. Prior to Citi, he worked at Exane BNP Paribas and RBS (formerly ABN Amro) where he was responsible for European equity strategy research. Earlier in his career he was an economist and multi-asset strategist at Cazenove Capital Management.
Chase de Vere
Chase de Vere, the independent financial and corporate advisers, has appointed Darrell Parsons to work with corporate clients in London and the south-east of England. He brings with him 21 years’ experience as a corporate consultant, having previously worked at Mazars, Willis Employee Benefits, Punter Southall and Towry.
He gives independent advice to corporate clients on workplace pensions and employee benefits and also provides financial education in the workplace services. Parsons is the fifth corporate adviser that Chase de Vere has appointed in the past 12 months, following appointments of advisers in Glasgow, Manchester, Leicester and Basingstoke.
Quaero Capital
Quaero Capital has appointed Michaël Malquarti as senior portfolio manager. Malquarti, a specialist in multi-manager and alternative strategies, will manage the Long/Short European Equity fund and assist Cristofer Gelli in the management of asset allocation strategies. Prior to joining Quaero, Malquarti was head of manager research & alternative investments at SYZ Asset Management.
Holder of a PhD in Cosmology from Sussex University and a Master in Mathematical Physics from the University of Geneva, Malquarti has held several positions in fund analysis and selection, multi-manager portfolio management and risk management.
Unigestion
Boutique asset manager Unigestion has appointed Robert Kosowski as head of quantitative research. He joined on 3 May 2017 and is based in London, reporting to Alexei Jourovski. In this new role, Kosowski will be responsible for spearheading quantitative research and thought leadership.
He joins Unigestion while maintaining his role at Imperial College Business School, where he is associate professor of finance and brings over 20 years’ experience in quantitative research. Kosowski is also a research fellow at the Centre for Economic Policy Research (CEPR) and an associate member of the Oxford-Man Institute of Quantitative Finance at Oxford University.
Robert is on the editorial board of the Journal of Alternative Investments and a member of AIMA’s research committee. He previously worked for Goldman Sacks, the Boston Consulting Group and Deutsche Bank.
