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People on the move


Tony Lanning has been named as Marcus Brookes’ successor on Gartmore’s multi-manager team. Lanning joins from Arbuthnot Latham & Co after being at Origen.

He takes over from Brookes as deputy head of multi-manager in early November, reporting to team head Bambos Hambi.

Katie Trowsdale is also joining the team as a senior analyst. She joins from Kleinwort Benson, where she was a fund analyst.

Former Bates Investment Services head of communications Paul Ilott has joined

  • Fidelity’s
  • multi-manager team in the newly created role of communications consultant.

    He will work alongside the portfolio managers as well as relaying their views on the markets to independent advisers.

    Graham Ashby has joined

  • Credit Suisse
  • as managing director and head of UK retail equities. Ashby is also co-head of UK equities alongside Phil True and will have responsibility for retail products.

  • JO Hambro
  • UK equity income manager Clive Beagles is taking a sixmonth sabbatical on health grounds and will pass the management of the £533m fund on to James Lowen. Lowen joined JO Hambro with Beagles in 2004.

    Mark Riggall has joined Jupiter as international sales manager and will oversee the fund manager’s relationships with global life companies. Riggall joins from M&G, where he spent 11 years as an IFA sales consultant.

    SG Private Banking has appointed Olivier Aubenas as chief investment officer. Aubenas will report to president Bernard Sonntag and succeeds Lionel Dornier, who is retiring. Aubenas joins from Louvre Gestion, where he was deputy managing director.


    Former GMAC-RFC chairman Stephen Knight has joined forces with Kensington founder Martin Finegold to start new lending vehicle Checkmate Mortgages Limited. The vehicle will be for creating and owning mortgage lenders, with the first two lenders aimed for quarter four 2008.

    Platform has appointed Piero Bassu as head of credit risk. Reporting directly to Platform’s director of risk and compliance Alexia Antoniou, Bassu is tasked with managing the credit risk team responsible for supporting the business strategy and ensuring Platform’s risk appetite is reflected in business activities.

    Cheltenham & Gloucester has confirmed that chief operating officer Joy Griffiths will be replacing Jon Pain as managing director of mortgages. Pain will be taking the role of advisory chairman at C&G until the end of the year to help support the transition. This follows the recent news that head of intermediary sales John Champion will be leaving the lender.

    Paul Hunt has officially joined Lehman Brothers as director of marketing for its residential mortgage brands in the UK.

    Hunt is responsible for expanding the profiles of Preferred and Southern Pacific Mortgage Limited and driving forward marketing strategy for the two packager-based brands.

    Hunt was previously at Platform, where he was head of marketing for six years and prior to this, he spent four years at Norwich Union Mortgage Partnership as senior marketing executive.

    Life and pensions

    Standard Life‘s communications team has undergone a restructure, with head of media relations Scott White leaving to take on the role of director of communications at Martin Currie next month. Head of media relations life and pensions Peter Timberlake has left the firm and former head of corporate affairs for Standard Life Healthcare Paul Lynes hasbeen appointed to the newly created role of head of media and public affairs.

    White takes over at Martin Currie from Ross Leckie, who is leaving to focus on his other career as a novelist and historian.

    Standard Life UK managing director (marketing) Barry O’Dwyer is joining HBOS as products and marketing director. His role will relate to the investment brands of Clerical Medical, Halifax Financial Services, Bank of Scotland Investment Service and Bank of Scotland Annuity Service and O’Dwyer will take a seat on the HBOS Financial Services board.

    Xafinity Paymaster has appointed Andy Williamson to the role of annuities manager. Williamson, who joins from Fidelity International, where he was senior relationship director, will be responsible for the department that pays and administers pensions to various insurance companies. He will be working in close partnership with one of Xafinity Paymaster’s most recently won clients, Pension Insurance Corporation which is largely involved in bulk buyouts.

    Aviva group executive director Tidjane Thiam has moved to Prudential to take up the role of group finance director. He succeeds Philip Broadley and is expected to join the Prudential board in April 2008 as an executive director.


    Positive Solutions has recruited Paul Rignall as mortgage manager to oversee the expansion of its mortgage intermediary business.

    Rignall joins following a year at Sesame, where he was responsible for its mortgage and general insurance propositions. Before that, he was at St James’s Place and spent 23 years at Zurich, developing its mortgage lending panel.

    Trigold chief executive Bill Safran stands down this month to pursue other business interests, which he says may or may not be in the mortgage sourcing system arena. Safran has been with the mortgage sourcing system for seven years, having held a number of senior roles before becoming chief executive in March 2005. Martin Colyer becomes managing director, running the company until a new chief executive is appointed.

    Craig Brown has been appointed to head Bank of Scotland Mortgages‘ Premier team, which specialises in high-net-worth clients. He currently looks after the underwriting team working within the Premier division of the group. BoS recently made the decision to bring the underwriting and mortgage parts of the Premier division together to ensure a closer alignment.

    Santander Asset Management UK has appointed Emma Laing as senior product marketing manager. She reports to head of customer marketing Rob Askham and will be responsible for channel strategy across retail institutional and intermediary markets. Laing joins from HSBC Investments International in Jersey, working as marketing manager working on structured investment product launches.

    Assureweb director of sales and marketing Stephen Wynne-Jones leaves the firm this month following a reshuffle that sees his role split between chief executive John Spellman and Norwich Union’s Mark Wilson. He joined Assureweb in 2002 after working at The Exchange. After 13 years in financial services, Wynne-Jones says he is looking forward to a month off before he considers his next role. Head of product management Chris Metcalf is also leaving Assureweb after three years to become an independent contract consultant. His role was made redundant following a recent reshuffle.


    Progress offers IFAs a virtual underwriter

    Progress by Royal Liver is adding a virtual underwriter tool to its website which aims to efficiently answer any protection queries by advisers.The firm is also revamping its website, to go live on October 22, but the virtual und-erwriter element is being added to the current site this week.The website tool will allow advisers to […]

    Northern Rock versus Bank of England

    After a fun-filled press trip to Brussels with BM Solutions to hear all about its inaugural European buy-to-let research, I return to find arguments between Northern Rock and the Bank of England have been the major talking point this week.

    Regulation has bolstered faith in Sipps, claim IFAs

    Transparency of charging and client confidence in self-invested personal pensions has improved since regulation came in.In a survey of 131 advisers conducted by Skandia, half of those questioned said transparency of charging had improved under Sipp regulation, while 43 per cent said regulation had boosted client confidence in the products.The ability to compare Sipps to […]


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