View more on these topics

People on the move

This month’s moves include changes at Apfa, Fidelity Worldwide Investment and the Personal Finance Society.


Apfa senior technical adviser Linda Smith (pictured) has retired after 16 years at the trade body and its predecessors. Senior policy adviser Clare Griffiths is also leaving Apfa to join the Bank of England in a banking policy role. Griffiths has been with Apfa since 2012. The trade body has brought James Leigh in as policy and administration assistant and will announce another addition to the policy team shortly.

Neptune has handed responsibility of its UK Opportunities fund to mid-cap manager Mark Martin. Martin has run the £400.7m Neptune UK Mid Cap fund since December 2008 and replaces Scott MacLennan, who has left the firm.

Fidelity Worldwide asset allocation director Trevor Greetham will become head of multi-asset at Royal London in April. Since 2006 Greetham has been responsible for tactical investment decisions across a wide range of Fidelity’s funds. He is known for his work on the investment clock, an investment approach that links the performance of various investments to the phases of the economic cycle. Before Fidelity, Greetham was director of asset allocation for Merrill Lynch and qualified as an actuary with Provident Mutual.

Former Legal & General platforms director Danny Wynn has joined Fidelity Worldwide Investment as head of fund partners. Wynn joins from Allfunds, where he was head of fund groups for the UK, Ireland and the Middle East. At Fidelity he will develop relationships across the firm’s UK platform business, including FundsNetwork, Personal Investment and DC and Workplace Savings.

Aberdeen Asset Management has appointed Mike Brooks to its multi-asset team. As co-head of the firm’s Diversified Growth fund Brooks will work alongside Mike Turner. Brooks joins from Baillie Gifford where he was the co-founder and an investment manager on the Baillie Gifford Diversified Growth fund.

Former Old Mutual chief investment officer Eoin Murray has joined Hermes Investment Management as head of investment office. Murray, who has over 20 years’ experience, joins Hermes from GSA Capital Partners. He has also held senior positions at Callanish Capital Partners and Northern Trust Global Investments.


Zurich UK Life chief executive Gary Shaughnessy (pictured) has been appointed to the board of the Personal Finance Society. He replaces Old Mutual Wealth UK managing director Scott Goodsir, who is stepping down from the position after two years.

Novia has hired former Burns Anderson chief executive Mike Hughes as head of sales and marketing at the firm’s new international platform. Novia Global is due to launch later this year and will target the expat market. Hughes headed Burns Anderson from 2004 to 2008 and is currently non-executive director at Origien Financial Services.

Morningstar Investment Management has hired Mark Watson as director of UK intermediary sales. Watson, who has 17 years’ experience, will be marketing the Morningstar OBSR Managed Portfolios to the UK intermediary market. He has spent the past three years as head of sales at Brooks Macdonald Funds and has also worked at Zurich Intermediary Group, Barclays and SHUAA Capital. 

Investment and financial planning firm Tilney Bestinvest has appointed Richard Stones as financial planning director. Stones, who has 20 years’ experience in financial services, is a chartered financial planner and joins from Towry, where he advised high-net-worth clients. Stones was previously an IFA at Origen, advising corporate clients and private individuals. In his new role at Tilney Bestinvest, Stones will head the firm’s financial planning team in the South West and Wales.



Gaining entry into the advice profession

The news Standard Life is launching a financial advice arm following its acquisition of Pearson Jones shows the industry is turning its attention to the growing need for advice in light of the pension freedoms.  Standard Life intends to create an academy and take an active role in recruiting and training people for a career […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm