People moves

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Sanlam UK chair steps down

Sanlam Private Investments UK chair Daniël Kriel is stepping down after nearly six years in the role. He will be replaced by Sanlam UK chief executive Jonathan Polin. Polin became chief executive of the Sanlam UK group in January 2016. Kriel is also stepping down as Sanlam Private Wealth chief executive after 13 years. Sanlam […]

Fairstone makes third acquisition of 2018

Sims Financial Planning has become the third adviser acquisition this year for consolidator Fairstone. Three staff will join Fairstone, bringing funds under management to more than £90m along with total fee income of almost £500,000. Sims is the latest firm to be fully acquired by Fairstone after joining its downstream buyout programme in July 2015. […]

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JP Morgan UK funds head Jasper Berens to leave firm

JP Morgan Asset Management head of UK funds Jasper Berens has resigned from the asset manager after twenty years to “pursue other opportunities”. The head of EMEA funds at the asset manager, Massimo Greco, will take over the position with immediate effect, while Berens remains in the company for an interim period to manage the transition. […]

Foster Denovo poaches from SJP for London expansion

Foster Denovo has poached from SJP among others as it expands its private client division in London. Nikos Christoforou joins from SJP alongside Dafydd Davies from Fairfax Investment Bank, Olly Yorath from Fairey Associates and Robert Saunders, who has previously worked for Wise Pensions, Leadenhall, and Smith and Williamson. Foster Denovo chief executive Roger Brosch says the firm […]

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Fidelity president jumps ship to US company

Fidelity International president Brian Conroy will soon leave the business for the US company the asset manager was spun out from. Conroy’s role at Fidelity Investments, which is controlled by the same family that owns a large stake in Fidelity International, has not yet been disclosed, but he will be leaving his current role at […]

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JP Morgan hires trio of specialists for ETF push

JP Morgan Asset Management has hired three ETF distribution and product specialists as it continues its push into passive investments in Europe. The firm has appointed Olivier Paquier as head of continental Europe ETF distribution. Paquier held similar roles at State Street Global Advisors and Amundi. To lead the distribution in Switzerland the company has […]

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Smith & Williamson confirms ex-Towry chief’s appointment

Smith & Williamson has confirmed former Towry Group chief executive Andrew Fisher has been appointed a non-executive director. Fisher, who was also chief executive of Coutts, succeeds Bob Bogart, who resigned last year. His appointment is effective immediately. Smith & Williamson refused to comment on his appointment when contacted by Money Marketing at the start […]

Update: Wharrier to join Troy Asset Management

Troy Asset Management has appointed Mark Wharrier as an assistant manager on the £3.5bn Trojan Income fund alongside manager Francis Brooke and assistant manager Hugo Ure. Wharrier joins Troy Asset Management from BlackRock where he headed up the UK equity income team and was co-manager of the £411m UK Income fund and the £51m Income […]