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People on the move

InvestmentRod Davidson has joined Scottish Widows Investment Partnership as head of fixed income from Aberdeen Asset Management, where he held a similar position.

Jamie Hooper, manager of the F&C UK equity fund, is joining Framlington in November to manage the UK growth fund currently being managed by Nigel Thomas since Chris Murphy left the group earlier this year.

Andrew Dalrymple has left First State Investments, where he managed the firm’s global opportunities fund. Habib Subjally will now manage the fund. Dalrymple is joining a start-up boutique.

Robert Jeffree has joined New Star‘s fund of funds team as a senior analyst. Jeffree joins from Principal Investment Management, where he was a managed funds analyst.

New Star‘s joint chief investment Alan Miller has taken a sabbatical and is due to return at the end the year, according to the company.

Stephen Whittaker, manager of the UK growth fund, will run the UK hedge fund in the meantime. Gregor Logan, currently the joint deputy cheif investment officer, moves up to the joint CIO position.

Life, pensions and offshore Following its acquisition of the Special Risks Bureau, Risk Placement Services has appointed Kevin Broadbent as sales director and Karen Tyler-Croft as marketing manager. Previously Broadbent was in a similar role at Chase de Vere and Tyler-Croft worked for Winterthur Life.

Standard Life has appoin-ted Evelyn Bourke as chief financial officer to the UK and Europe life and pension business of the group.

Bourke was previously group actuarial director at Standard Life. John Gill has been appointed managing director (customer service) at Standard Life Assurance and both will sit on the executive team, reporting to SLA chief executive Trevor Matthews.

Standard Life Bank has appointed Allison Crawford as sales and marketing director. She has worked at the Bank for two years as head of bank customer proposition and prior to this, worked at Aegon UK and Direct Line Life.

Winterthur Life has recruited Graham Trerise from Close Fund Managers to run its adviser support services. Trerise’s role will be to support a panel of IFAs in South Wales. He has nearly 30 years’ experience in the financial services industry.

Olivier Mariée joins Axa UK in the newly created role of group marketing director and will become a member of the executive committee. Her responsibilities will include leading the development of the UK’s marketing, brand and communication strategies.

Close Private Bank has appointed David Bushe and Olivier Dantec to help run its Jersey and Isle of Man operations. Bushe has worked at Royal Bank of Canada and Standard Bank in various offshore locations. Dantec has worked for Scottish Widows International and HSBC. They will be responsible for opening new markets and developing relationships with existing markets.

MortgagesNewcastle Building Society has strengthened its executive team with four key internal appointments. Chris Jopling has become human resources executive, Bob Mottershead is now retail sales executive, Ian Kilmartin is third-party services executive and Phil Grand is has been appointed customer service executive.

Money Partners has recruited SPML sales manager Paul Lipton-Rose to become head of sales. In this newly-created position, he will aim to help the expansion of Money Partners’ intermediary distribution. He has oversight of both first-and second-charge mortgage distribution. He also has hands-on responsibility for the expansion of the specialist lender’s team of salespeople.

Platform has appointed two new business development managers to its sales team. Kelsey Edge will manage operations in the East Midlands and Andy Brooke in the South. Edge was previously department manager for the mortgage packaging and underwriting divisions of Derby-based broker Mortgageforce. Brooke joins from Enterprise Broker Services, where he was head of group operations.

DB Mortgages has hired Woolwich national account manager Martin Swann to take on the same position at the new lender. DB has also recruited Debbie Webster as business development manager for Essex and East Anglia from Barclays.

Commercial lender InterBay has added to its team of loan managers with the appointment of Anna Lewis from Purely Mortgages. She will be responsible for forming strong broker relationships and maintaining high service standards. The sales team now stands at 12 loan managers and six business development managers.

The Mortgage Business has added four news BDMs to its team. They are Mark Coole from Scottish Widows to cover the Home Counties, David Mellor from Clydesdale Bank to look after the East Midlands, Chris Ayres from Accord to servicing North and West Scotland and Roisin Lindsay from Abbey to cover Northern Ireland. IFAsHelm Godfrey has taken over Fresh Finance, the specialist gay IFA firm, with Fresh chief executive Linda Clark (right) taking over as Helm Godfrey’s director of finance and operations, replacing 74-year-old Anthony Winner, who is retiring shortly.

Canada Life group insurance division has appointed Daniel Crook as business development manager for Canada Life Automated Self Service, where he will oversee the end-to-end solutions for group risk administration.

Allfunds Bank UK director Holly Mackay is leaving the firm to pursue other interests in the wrap market following her 12-month tenure. Allfunds is undergoing a wider management restructure and a replacement will be appointed shortly.

Mark Cranwell has joined the Jelf Group from Hargreaves Lansdown. He will take up the role of managing director of Jelf Corporate Healthcare and will report to group corporate director Peter Elliott. Cranwell was head of corporate solutions at HL.

Jelf has also appointed Steven Hall as corporate sales director at Jelf Insurance Brokers. His primary responsibility will be the acquisition of new corporate commercial insurance clients. Before joining the Jelf Group, Hall was a regional sales director with Sedgwick/Marsh, focusing mainly on the South-west to secure new clients.

Grant Thornton has hired Simon Sheaf as actuarial director in its financial markets group. Sheaf’s immediate role focus will be to increase the non-life actuarial practice. He joins with over 15 years experience in the non-life industry and was most recently head of the actuarial department at St Paul Travelers Insurance Company.


Young borrowers falling into homeloan arrears

Around 770,000 borrowers have missed one or more mortgage payments in the last 12 months, says Citizens Advice. Research from the charity shows that younger people are more likely to have missed a mortgage payment, with 13 per cent of 21-24 year-olds surveyed said they had missed one or more payments in the last year. […]

CML reveals another month of record lending

Gross mortgage lending hit a new record in August reaching £32.7bn, according to the Council of Mortgage Lenders. This is 7.2 per cent higher than the £30bn of lending in July, and 21 per cent higher than the £26.9bn lent in the same month last year. It also beats the previous record set in June […]

This week in Investment

HSBC’s announcement that it is to shift its core UK equity business away from Halbis Partners to its multimanager team has raised a few eyebrows in the investment community.


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