Lombard International Assurance
Andreas Meier has been appointed to the newly created role of head of Latin America for Lombard. This appointment is the group’s ninth senior level hire since the global relaunch in September 2015 and forms part of Lombard’s commitment to the Latin American market.
Based in Luxembourg, Meier will report to Axel Hörger, chief executive of Europe and Ken Kilbane, executive vice president, head of global distribution. He will be responsible for the group’s business development for the region, combining the wealth structuring expertise and local knowledge of teams based in the USA and Europe.
Copia Capital Management
Henry Cobbe has been named head of discretionary fund manager Copia Capital Management, tasked with building the team, driving engagement, and developing additional portfolio ranges. Cobbe was previously head of research at ETF specialist research boutique Elston Consulting and has been working with Copia since July 2016.
Sean Kelly joins Copia’s investment team as a quantitative research analyst from Imperial College where he recently completed his Masters in Investment and Wealth Management. He will support Hoshang Daroga, Copia’s quantitative investment manager, who has been managing the portfolios since June 2015.
Andy Adshead has also joined Copia as a dedicated relationship manager. He has 23 years’ industry experience and joins from MetLife.
Fortnum Financial Advisers
Former ANZ Wealth managing director of advice and open market channels, Neil Younger, has been named managing director of Australian financial advisers, Fortnum Financial Group.
Younger, who has held senior wealth management roles at ANZ, BT Financial Group and Commonwealth Bank, brings with him deep expertise in the areas of licensee management and advice.
Julien Eberhardt will become co-manager of the Invesco Perpetual Global Financial Capital Fund and the Invesco Euro Corporate Bond Fund, while Thomas Moore becomes co-manager of the Invesco Perpetual High Yield Fund.
Eberhardt joined Invesco Perpetual in 2008 as a high yield analyst before assuming coverage for the financials sector in 2012. He was promoted to deputy fund manager of the Invesco Perpetual Global Financial Capital Fund in 2014.
Moore has over 17 years’ experience working in fixed interest markets and joined the Invesco Perpetual Fixed Interest team earlier this year from Morgan Stanley & Co where he led its team of 12 European credit analysts.
The Invesco Perpetual Corporate Bond Fund will now be co-managed by co-head of fixed interest Paul Causer and Michael Matthews. Causer will step back from the Euro Corporate Bond fund.
Paul Read, who had been a manager on the Global Financial Capital, Corporate Bond and High Yield funds, steps back from these three to focus on other funds in the range.
Psigma Investment Management
Psigma IM has hired Sanjeev Chopra from HSBC Global Asset Management as investment director. He will join the company in January, reporting to chief executive John Howard-Smith.
At HSBC GAM, Chopra was client director, having worked for the asset management arm for nearly 20 years.
Liechtenstein Financial Market Authority
The former vice president of the supervisory board of Liechtenstein’s financial market authority (FMA), Roland Müller, will become its president on 1 January 2017 succeeding the current president Urs Roth-Cuony, who is stepping down for retirement.
Michèle Borgeaud, who was newly elected by the government, will become vice president.
Müller, who comes originally from Staad, Switzerland, has been vice president of the supervisory board of FMA since 2010. In that role, he has contributed significantly to the FMA’s reorganisation. A lawyer specialised in the principles of corporate governance and risk management.
Borgeaud comes from the banking sector where she has held senior positions in the fields of investment banking and asset management at UBS in Zurich and London, as well as at McKinsey & Company in Paris and with the European Bank for Reconstruction and Development (EBRD).