HM Treasury
The Treasury is looking to recruit a director general of financial services.
Described as an exciting and challenging opportunity, the director general will play a central role in defining and negotiating the Treasury’s new relationship with the EU in the field of financial services.
The role includes a significant representational function and requires close working relationships with other government departments, the Bank of England, the Financial Conduct Authority, consumer groups, major financial institutions, trade associations and other external stakeholders in the financial services sector.
The role will include a significant element of international travel to conduct negotiations and build relationships with the European Commission, finance ministries and international organisations.
Offered salary: £125,000 ($166,598, €148,825).
Axa Investment Managers
John King has been appointed to the Axa IM Framlington UK equities desk as an assistant portfolio manager. Based in London, King will support the seven strong UK equities team, reporting to George Luckraft, head of UK equities at Axa IM.
King has extensive experience of the UK equities market having spent the past six years in UK equity sales, first at N+1 Singer, then at UBS and most recently at Jefferies. Prior to this he spent five years at Ernst & Young as a senior consultant where he earned his ACCA qualification.
Brooks Macdonald
Brooks Macdonald has appointed Toby Birch to the position of private wealth manager in its Channel Islands offices, based in Guernsey.
Having spent much of his 25-year career as an investment manager at major private banks including Bank Julius Baer, Birch worked for a family office before establishing a bullion-dealing service that he sold in 2015.
In his new role Birch will help clients consolidate their pensions and portfolios. He is a chartered wealth manager and fellow of the Chartered Institute for Securities and Investment. He is also as an independent director of a number of investment funds.
SEI
SEI has strengthened its UK Private Banking executive management team with the appointment of Kevin Russell to the newly created role of proposition director. Russell, who has over 30 years’ wealth management experience, will report to Brett Williams, managing director, SEI Wealth PlatformSM, UK Private Banking.
He will be responsible for driving forward the SEI Wealth Platform proposition in the UK. Following a 26-year career at Standard Life, where his last role was head of platform and e-business development, Russell has spent the last five years working in a number of consultancy and advisory roles – including time at SEI.
In addition to the appointment of Russell, SEI has also confirmed that John Higgins and Paul Bayliss have joined the private banking business and will take up the respective roles of head of change and sales director.
Cayman Islands Monetary Authority
Audrey Roe has been promoted to head of the compliance division of CIMA, having been deputy head of compliance since 2006. She also assumes the role of money laundering reporting officer.
Roe will be responsible for managing and directing the enforcement actions taken by the authority, overseeing the due diligence process on persons applying to be approved persons on entities regulated by the authority, and assisting on overseas regulatory requests of a non-routine nature.
Before joining CIMA, Roe worked in investment management services for more than 20 years.
EY
EY has promoted Richard Le Tissier to partner in the Channel Islands. Le Tissier joined the firm in 1995 as a trainee and subsequently became ACCA and AAT qualified. During his 21 years with the firm he has provided a wide range of assurance and statutory audit services to clients operating all in sectors of the financial services industry.
In 2008, Le Tissier was seconded to EY London as the global chair of EY’s Wealth & Asset Management IFRS network for 18 months.
Locally, he heads up the Financial Accounting and Advisory Services division, which supports clients in managing the implementation of accounting changes, ranging from single accounting standards to project planning and the implementation of IFRS.
