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People on the move


Platform provider Parmenion has appointed Richard Goodall (pictured) as a partner. Goodall leaves his position as SEI UK business transition managing director to take responsibility for sales and marketing strategy at Parmenion. He was previously sales and marketing director at Ascentric and held the same role at 1st The Exchange from 2005 to 2009.


Former Institute of Financial Planning president Julie Lord (pictured) has been hired as senior client partner at advice firm Towry. The appointment follows Towry’s acquisition of Bluefin, where Lord was head of practice. She will work out of Towry’s new Cardiff office with responsibilities including business development and managing client relationships.

Peter Lawery

Jupiter’s Peter Lawery (pictured) is to retire from fund management at the end of the year and take on a new consultancy role at the company. Lawery has been a member of the Jupiter Merlin independent funds team since 2001, alongside John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars and David Lewis. 


Mortgage servicing company HML has appointed Andrew Freeley (pictured) as managing director of its subsidiary, Specialist Mortgage Services. Freeley has 15 years’ experience in the financial services sector with previous roles including head of strategy and planning for UK Asset Revolution and strategy director for Skandia Investment Group. He started his financial services career as a management consultant at Ernst & Young in 2000.

Heartwood director Tracey Davidson is taking over the role of chief executive from Simon Lough, subject to regulatory approval. Lough has decided to step down from the position a year after Heartwood was bought by Handelsbanken, but will stay within the firm. Davidson joined Handelsbanken in 2003 and more recently spent three years as head of the firm’s regional bank, Northern UK.

The Investor Forum has launched with the appointment of Simon Fraser as chairman and Andy Griffiths as executive director. Fraser was formerly chief investment officer at Fidelity Worldwide Investment and is currently chairman of Foreign & Colonial Investment Trust and a non-executive director of Ashmore Group. Griffiths has 20 years’ experience as a research analyst and investment professional at Capital Group and is currently a senior adviser to Corsair Capital.

Deepbridge Capital, which provides enterprise investment schemes and inheritance tax products, has hired Andrew Aldridge as head of marketing. Aldridge, who was previously marketing manager at IFA consolidator Perspective, joins Deepbridge alongside newly appointed head of business development Maria Toolan. 

The FCA has appointed Société Générale head of equity advisory for Asia Pacific Catherine Bradley as a non-executive director. Bradley joined Société Générale in June 2013 and will join the FCA for a three-year term starting next month. She has previously worked for Credit Suisse, most recently as head of equity-linked solutions for Asia Pacific, and also counts Dresdner Kleinwort Wasserstein, BNP Paribas, UBS and Merrill Lynch among her former employers. 



FCA chief: We do not like the phrase ‘regulatory dividend’

The FCA does not like the phrase “regulatory dividend” and believes all firms must pay their share of regulatory costs, says chief executive Martin Wheatley. Speaking at the FCA’s annual public meeting in London today, Wheatley said the phrase is “banned from our lexicon”. Apfa has repeatedly called on the FCA to deliver a regulatory […]


Legg Mason unveils Brandywine global credit fund

Legg Mason Global Asset Management is set to launch a global credit fund for one of its affiliates, subject to the fund’s registration in the UK. The Legg Mason Brandywine Global Credit Opportunities fund will be managed by Brandywine’s global credit team.  It is a Dublin-domiciled version of Brandywine’s US Global Alternative Credit fund. The new […]


Mark Carney defends Bank against London-centric accusation

Bank of England governor Mark Carney has defended the Bank against suggestions it is too London-centric in its policymaking, arguing the LTI cap will boost lending outside the capital. At a Treasury select committee hearing this morning, Carney said he has visited all 12 regions of the country and large parts of his meetings related […]


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