Investec
The Jersey investment bank’s head of trust and corporate has been promoted to chief operating officer.
Nick Leale has been with the firm for the past 20 years and has held several senior positions.
He will focus on Investec’s platform and growth strategy.
The Phoenix Group
Andy Curran has been hired as chief executive for savings and retirement, UK and Europe at the Phoenix Group.
He will also take on the role of group director for Scotland.
Curran was most recently managing director, corporate at Aviva UK Insurance.
Additionally, Susan McInnes will retire from her position as chief executive of Standard Life Assurance later this year, after 10 years with the Phoenix Group.
GAM
The firm’s head of UK distribution, Douglas Branson, has left to join alternative boutique Algebris Investments.
He left Gam in May after spending 16 years in several sales roles.
Branson will be based in London and is tasked with the development of Algebris’ presence and reach in new and existing markets.
Carmignac
European independent asset management firm Carmignac has recruited Nathalie Lahmi to fill the newly created role of chief experience officer.
She will be responsible for the company’s digital transformation and distribution model.
Lahmi joins from Allianz France where she served as head of digital marketing from 2014 and was then promoted to head of brand and communications in 2017.
Ping An Insurance
The chief executive of one of China’s largest insurance companies has stepped down.
Peter Ma Mingzhe, who founded Ping An three decades ago, will remain as chairman, and be replaced by three co-chief executives.
Jason Yao Bo, chief financial officer will become the third boss and work alongside current co-chief executives Jessica Tan and Xie Yonglin.
Financial Services Compensation Scheme (FSCS)
Fiona Kdy has taken up the role of chief financial officer of the UK lifeboat scheme on a permanent basis after holding the position on an interim basis since May 2019.
Prior to that, she was head of financial management and funding from October 2016.
Carrick Wealth
South Africa’s Carrick Wealth has named Bradd Bendall as group sales director.
He joins from Pam Golding Properties where he served as general manager for operations.
Quilter Financial Planning
The financial advisory network has appointed Christopher Samuel as chair, effective immediately.
He served as chief executive of Ignis Asset Management and is currently chair of Blackrock Throgmorton Trust and JP Morgan Japanese Investment Trust, as well holding as non-executive directorships at Alliance Trust, Sarasin & Partner and UIL.
Samuel succeeds Gregor Stewart who will retire.
Quilter Cheviot
The discretionary investment firm, part of Quilter, has promoted Tom Almond to head of the Salisbury office.
He will replace Richard Firth, who will remain with the business and focus on his clients.
Both Almond and Firth were founding members of the Salisbury office when it opened in 2010.
Sanne
Sakuya Tajima has joined the global provider of alternative assets and corporate services in Tokyo as head of business development.
He will be responsible for business growth in Japan.
Tajima was previously at State Street in the Asian country holding different senior client-facing and business development positions.
