AJ Bell
The investment platform has named Michael Summersgill as chief executive.
Summersgill has been with AJ Bell since 2007 and is currently deputy chief executive. He has also held the position of chief financial officer since 2011. As previously announced, he will be succeeded as chief financial officer by Peter Birch on 1 July 2022.
He will succeed Andy Bell on 1 October 2022, subject to regulatory approval.
Bell will remain on the AJ Bell Board and will assume the position of non-executive deputy chair with effect from the same date.
Matthews Asia
The investment firm has named Cooper Abbott has been appointed chief executive.
Most recently, Abbott served as president and chairman at Carillon Tower Advisors, where he founded and built a global multi-boutique asset management company providing equity, fixed income and multi-asset class solutions to a range of institutional and retail investors.
He succeeds William Hackett who, as previously announced, will retire as chief executive and a member of the board of directors on 30 June 2022. He will continue to serve as an adviser to Matthews Asia during this transition period in order to assist in the transfer of responsibilities.
Butterfield Group
Karim Chowdhury has joined the group as vice president in private banking, according to his Linkedin profile.
He will be based in Bermuda.
Chowdhury was previously at Schroders Personal Wealth, where he was strategic partnership development manager.
Suntera Global
The financial services provider has appointed Dan Bisson as managing director of its operations in the Channel Islands.
He was previously managing director of Nedgroup Trust, which was acquired by Suntera Global in April 2022.
Carrick Wealth
The advice group has named Fred van Niekerk as the general manager of Carrick International.
He has been with the Carrick Group since its inception in 2014, working initially as an adviser, then director and regional head of Western Cape, then going on to lead the Carrick Partners business division as its general manager.
Abbey Wealth
Rosie Edwards has been hired as head of programme management at the European advice firm.
She will lead the planning, implementation and reporting on all corporate project and programme activity in Ireland, Spain and Switzerland.
Edwards was previously at UK advice firm Succession Wealth.
MFSA
The Maltese regulator has announced that Michelle Mizzi Buontempo will be acting chief executive.
The MFSA said that current chief executive Joseph Gavin is “currently indisposed”.
She will take over responsibilities of Gavin during his absence.
Natixis Investment Managers
The asset manager has appointed Marco Barindelli as head of Italy.
He joins Natixis IM from Schroders Investment Management, where he worked for over twenty years holding various senior sales roles across different client segments.
Close Brothers Asset Management (CBAM)
The wealth firm has hired five senior investment professionals to bolster its operation in the south east of England.
James Nield joins as a managing director. Robert Clough, Tim Harman and Simon Heathcoat Amory join as investment directors, with Joe Boxall joining as investment manager.
They join CBAM from Sanlam Private Wealth and Rathbones. They are currently based across London and Chichester.
IM Global Partner
Jackie Mills has been named as managing director and chief marketing officer.
She was previously head of international marketing for Eaton Vance.
Allspring Global Investments
The independent asset manager has appointed Charlie Wilson as head of financial institutions for the UK and Switzerland.
Before joining Allspring, Wilson worked as head of European accounts at PGIM Investments.
UBS
The Swiss private bank has announced three additions to its Thailand and Philippines business.
It has hired Maria Quintos as senior client advisor in its Thailand team.
Quintos will be located in Singapore focusing on ultra high net worth relationships.
Prior to joining UBS, Quintos was the president and chief executive of Maybank ATR Kim Eng Capital Partners.
Meanwhile, Nicolo Nicandro and Natalie Boey have joined the UBS Philippines team as client advisers.
The duo will also be based in Singapore.
Nicandro was previously senior associate, investment counsellor at Bank of Singapore in Manila, where he managed global multi-asset portfolios of private clients. Boey was at a similar role previously with Citi Singapore for almost 15 years.
IQ-EQ
The financial services firm has promoted Jersey-based Marisa Warren to regional head of onboarding and implementation for the UK, Ireland and the Crown Dependencies.
Marisa joined IQ-EQ in June 2019, having previously been a vice president and board director of State Street Administration Services (UK) Limited, where she was responsible for all aspects of client servicing for private equity funds.
Evelyn Partners
The wealth manager has appointed Ricky Wilson as a financial planner in the firm’s Bracknell office.
Wilson joins Evelyn Partners from Wesleyan, where he was a specialist financial adviser providing financial planning services tailored to meet the needs of doctors.
