Gerrard Investment Funds is restructuring its board after merging with Capel Cure Sharp in February.
Existing director Kenneth Levy will become chief executive. Operations manager Stephen Haines is being promoted to operations director. Finance director Ian Ferguson is retiring to make way for Peter Meyer, who is joining the company from Schroders.
Gerrard was previously Greig Middleton and is a subsidiary of Old Mutual. The appointments are subject to regulatory approval.