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PEOPLE MOVES: Quintet PB, CISI, Nucleus

By Holly Downes, 29 Sep 23

Private bank names COO, as professional body appoints director of global learning

Private bank names COO, as professional body appoints director of global learning

Quintet Private Bank 

The private bank has hired Anna Zakrzewski as group chief operating officer.

Zakrzewski served over two decades at Boston Consulting Group (BCG) as managing director and partner. He will be based in Luxembourg and will work closely with Eli Leenaars, outgoing chief operating officer for Quintet.

Leenaars is retiring after four decades in executive roles for four different banks.

The Chartered Institute for Securities & Investment (CISI)

The professional body has appointed Mandy Gill as its executive director of global learning.

Gill will join the CISI in late November from the Gambling Commission where she was director of industry and specialist knowledge. Prior to that she was director of compliance at Commission from 2018 to 2023.

Gill has experience in vocational education and regulation, working with Ofqual for three years, and professional services. She became a qualified solicitor in 1993 and worked at Manchester Metropolitan University.

Nucleus Financial Platforms

The platform company has hired Andrew Tully as technical services director.

Tully is a pensions expert and industry commentator. He has spent 35 years working in high profile roles, such as technical director at Canada Life and Pensions Technical Director at MGM Advantage.

He will be taking over Neil MacGillivray, who is retiring as head of the technical support unit after a 25-year career with James Hay and Nucleus.

Robeco

The international asset management company has named Nick King as head of its ETF platform.

King previously spent eight years at Fidelity. Before that, he spent nearly nine years at BlackRock where he was promoted to senior portfolio manager in ETFs.

WRISE Group

The multi-family office has hired Helen Lam as group chief operating officer and Gaven Koh as group head of risk and compliance.

Prior to joining WRISE, Lam worked at the Bank of Singapore Hong Kong branch on strategic business operations.

Koh has 12 years of experience in the private banking industry and led a team of analysists at Credit Suisse AG across Asia Pacific.

Atomos

The wealth firm has appointed Jonty Warneken as head of the Harrogate office.

Warneken previously worked at Sanlam for seven years until 2019, when he joined Brooks Macdonald.

Canaccord Genuity Wealth Management (CGWM)

The wealth management firm has recruited David Blake as experienced investment director.

He joins as investment director for Rathbones and has previously held roles at Jupiter Asset Management, Bestinvest and Brooks Macdonald Asset Management.

Fidelity International 

The investment firm has named Talib Sheikh as lead portfolio manager across multi-asset income strategies.

Sheikh brings over 25 years of experience in the investment industry, most recently as head of multi-asset strategies at Jupiter Asset Management.

Sheikh succeeds Eugene Philalithis, who has announced his retirement in 2024.

Tags: Atomos | Canaccord Genuity Wealth Management | Canada Life | CISI | Fidelity | Jupiter | Nucleus | Quintet | Robeco

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.