Retirement solutions provider CEO to step down as rumoured contender for FCA top job stays in Hong Kong
Momentum Pensions
The international pensions provider has hired Sandra Robertson as group chief executive. She has been working as a consultant at the firm for the past year.
Robertson succeeds Stewart Davies who is stepping back after over six years at the helm of the group, but will keep his roles as board director and shareholder.
During his tenure, Davies expanded Momentum into Gibraltar and the UK, enabling it to launch into the Sipp market.
Securities & Futures Commission (SFC)
Ashley Alder has extended his tenure as the chief executive of Hong Kong’s regulator for another three years, effective from 1 October 2020.
His contract was due to end in September 2020, and Alder was rumoured to be among the contenders to replace Andrew Bailey in the top job at the FCA.
He started working at the SFC in October 2011.
Close Brothers AM
The asset management firm has recruited Chris Tingle as business development director for its Midlands team.
He will support and expand the company’s relationship with intermediaries in the region.
Tingle was previously an investment solution specialist at Old Mutual Wealth.
Aviva
George Culmer has been named non-executive chairman of Aviva, with effect from 27 May.
He succeeds Adrian Mantague who will retire from the board on 31 May. It was announced in January that he intended to step down.
Culmer was previously chief financial officer at Lloyds Banking Group and RSA Unsurance Group. He also held senior roles at Zurich Financial Services and Prudential.
He is currently Aviva’s senior indepenedent non-executive director, a role which he assumed in January 2020, having joined the board as a non-exec director in September 2019.
Jersey Financial Services Commission (JFSC)
Jersey’s financial regulator has made two senior hires.
John Gavey has been promoted to chief operating officer and will join the executive board; while Kathryn Campbell has taken on the role of head of registry development.
Gavey has been interim chief operating officer since November 2019, whereas Campbell was most recently director of risk, governance and operations at State Street until November 2019 when she started working as an independent consultant.
Raffles Family Office
The Hong Kong-based family office named Stella Kong as managing partner for Greater China.
In the newly created role, she will lead the firm’s expansion in the region, while splitting her time between Hong Kong and Shanghai.
Kong joins from Deyu Family office where she worked since 2017.
Raymond James
David Stevens has been recruited as Raymond James’ branch principal in its Royal Exchange practice.
The office was unveiled last year and is spearheaded by David Roblin.
Stevens was most recently at JM Finn where he was a senior investment manager.
Aegon Asset Management
Aegon’s asset management division has hired four investment managers to strengthen its alternative fixed income team in the Netherlands.
Philip van der Meijden was previously a portfolio manager at Arrow Global; George Konings joins from Rabobank where he served as an associate director; Mickey Teunissen was also an associate director at Rabobank; while George Nijborg worked as an executive director at Goldman Sachs in London.
Equilibrium
In a bid to shape its delivery strategy, Equilibrium Financial Planning has appointed some of its clients to the executive board.
This advisory group will provide feedback and insights focused on improving the firm’s strategies and business growth.
The board will meet three times a year – a pilot session has already taken place in the first months of 2020.
Evenlode Investments
The Oxfordshire-based independent investment manager has appointed James Knoedler as global equities manager.
He joined the team in April to work on the Envelode Global Equity Fund, which is set to be rolled out within the next year or so.
Knoedler was previously at Independent Franchise Partners where he worked as an analyst for over four years.
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