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People on the move

This month’s moves include changes at Aviva Investors, Fidelity and Ascentric

Lis David Aviva Investors 2014

Aviva Investors head of equities David Lis (pictured) has been appointed to the new role of equities and multi-asset chief investment officer. Lis will develop and implement Aviva Investors’ equities and multi-asset investment strategies and will retain overall responsibility for the equities team. Lis has more than 40 years’ experience in the investment industry and has spent the past 17 years at Aviva Investors.

Rushton-Guy-Polar Capital- 2014

Polar Capital has brought in former Legal & General Investment Management alternative specialist Guy Rushton (pictured) for the launch of an absolute return fund range in the UK. Polar Capital’s first absolute fund for Rushton is to be the UK Absolute Equity fund, which is expected to launch by the end of this month. Rushton, who left LGIM earlier this year, had previously managed the L&G UK Absolute, L&G UK Special Situations and L&G UK Active Opportunities funds.


JLT Employee Benefits has made two senior appointments to its employee benefits business. Jonathan Mindell (pictured) joins from Mercer as executive director. Former Lorica Employee Benefits sales director Nick Bushell takes the role of head of health and risk.

Former Standard Life workplace strategy business partner David Webster has returned to IFA firm Argyle Consulting as head of pensions and operations. Webster, who has more than 20 years’ experience in financial services, spent seven years as technical pensions manager and compliance officer at Argyle Consulting before he joined Standard Life in 2012. He spent his first few months at Standard Life as head of commercial marketing, becoming workplace strategy business partner in January 2013.

Fidelity Worldwide Investment has made three appointments to its UK Retail Adviser sales team. Key account manager David Ross, who joins from Scottish Widows Investment Partnership, will be responsible for supporting adviser relationships in Scotland and northern England. He was previously regional investment director at Swip, where he spent 14 years. Nick Dougal and Zahid Ali join the UK Retail Adviser sales team as sales executives. Dougal joins from Just Retirement where he was account manager while Ali has been promoted within Fidelity Worldwide Investment.

Wrap platform Ascentric has hired Sarah Lyons as head of marketing. Lyons joins from Axa Wealth where she was senior marketing manager for the Elevate platform. She joined Axa Wealth in 2002.

Witan Investment Trust has appointed Hannah Philp as director of marketing. Philp replaces James Frost who left Witan earlier this year to join BlackRock’s investment trust marketing team. She is currently working her notice at Edison Group – where she has held the role of account director for over three years – and will join Witan later this year.

Wealth manager Rowan Dartington has appointed former Prudential insurance chief executive John Betteridge as chairman of its asset allocation committee. Betteridge, who left Prudential in December, also joins the Rowan Dartington board as a non-executive director.

B&CE, the firm behind auto-enrolment scheme The People’s Pension, has appointed Michael Mann to its senior management team as director of operations. Mann joins from consultancy JLT where he was director of administration. He is also a director on the board of the Pensions Administration Standards Association.  



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