Home Financial consultant MOVEMENT OF PEOPLE: Chase de Vere, Novia Financial, Amundi

MOVEMENT OF PEOPLE: Chase de Vere, Novia Financial, Amundi


Chase deVere

Stephen Kavanagh will retire as Chief Executive Officer of the IFA Corporation on April 29, 2022 and become Chairman of the Corporation.

Kavanagh spent 12 years as general manager.

Kathleen Gallagher, who joined Chase de Vere as a trainee financial adviser in August 2000, will succeed Kavanagh as managing director.

She was until recently Director of Consulting Services.

Financial Novia

The platform company has appointed Christina Dolding as Director of Advisor and Customer Experience.

Dolding joins Novia from LV=, where she worked in the heritage sector for two and a half years.

Previously, she spent nearly 13 years at Quilter, during which time she held several leadership positions, including Head of Customer Experience and Innovation.


The asset manager has appointed Vincent Mortier as Chief Investment Officer.

Mortier has been Deputy Group Investment Director of Amundi since 2015.

He succeeds Pascal Blanqué, appointed president of the newly created Amundi institute.

In addition, Matteo Germano has been appointed Deputy Chief Investment Officer of Amundi.

Germano’s former responsibilities for the Multi-Asset Investment Platform will be split as follows: John O’Toole is appointed Head of Multi-Asset Investment Solutions and Francesco Sandrini is appointed Head of Multi-Asset Strategies.

Sanlam Private Heritage

Chief Executive Penny Lovell has left the company, a spokesperson confirmed to our sister publication portfolio advisor.

The heritage arm was sold to funds managed by Oaktree Capital Management in September 2021, with completion expected in April.

Sanlam declined to provide any comment beyond confirming Lovell’s departure.

She joined Sanlam UK in September 2017 from Close Brothers Asset Management, where she served as Managing Director, before moving to a similar role at Rothschild Asset Management.

Citi Private Bank

The group strengthened its activity in the United Kingdom with four hires.

Helen Gammons comes from HSBC Private Bank, where she spent almost seven years – including more than four years in the media and entertainment group and before that she was based in Monaco.

Sehr Askari joins Standard Chartered Private Bank in London, where she was responsible for marketing a multi-asset platform of products and services to global high-net-worth and ultra-high-net-worth clients in South Asia. and from Europe.

Nadia Kribi comes from Kleinwort Hambros, where she spent 17 years serving some of the bank’s most high-profile clients.

Neil Hutchison joined Barclays Wealth Management in London, where he worked with UHNW clients and family offices in multiple jurisdictions.

Wren Investment Office

The multi-family office made three senior appointments and four executive appointments.

Eirian Jones, one of Wren’s founders, has been named Chief Investment Officer.

Daniel de Fernando is stepping down from this role as planned last year, but will remain a non-executive director and member of the investment committee.

William Drake has been named senior adviser and Robert Mason joins Wren as a private equity consultant.

The four additional appointments to Wren’s management are as follows: Dan Young joins the client team as associate director of client relations at Stonehage Fleming; Luke Heywood-Jones will be an investment analyst, Roger Windmill has joined the operations team and Alice Woods has joined the client relations team.

Charles Stanley

Richard Kelly has been hired as Head of Strategic Partnerships.

He comes from Brooks MacDonald, where he was also responsible for strategic partnerships.

Laura Mathison also joins the team to help drive mid-market growth as Director of Mid-Market Sales.

She was previously with Brooks Macdonald, Nucleus and Standard Life.

Group of principles

The Advisor Support Network has appointed Simon Broadley as Managing Director of Tenet&You – its advisory business.

Dave Harris has also joined as Head of Client Acquisitions.

Columbia Threadneedle Investments

The global asset management group has appointed Emmanuel Archampong as head of insurance, Emea.

Archampong joins from Wells Fargo Asset Management, where he was responsible for insurance business development for all markets outside of the United States, a role he has held for the past two years.


The insurance giant has announced that Chairman Gabriele Galateri di Genola will remove his name from consideration for the next board renewal.

He said: “The board expressed its appreciation for its decision which reflects the board’s intention to select a future chairman who fully meets the independence criteria in accordance with the Italian corporate governance code.”

Schroders personal estate

The consultancy has appointed Rupert Dickinson as an independent non-executive director to its board.

He previously worked at Barclays Bank, joining the group in 2000 and became managing director of Barclays Stockbrokers in 2012. He was also a member of the executive committee of the wealth management division from 2012 until his retirement in 2018 .

Dickinson is currently a non-executive director of JP Morgan Elect, Sparrows Capital and Killik and Co.


The financial services provider has appointed Ellie Sharples as director, chief compliance officer.

Prior to joining Crestbridge, Sharples spent four years as a senior executive at the Jersey Regulator leading a team of regulatory supervisors responsible for assessing Jersey banks’ compliance with financial services regulations, local laws and international.

lion trust

David Roberts is due to retire from fund management in August. This comes after a career managing fixed income funds and investment teams which began in 1988.

He joined Liontrust in January 2018 along with Phil Milburn and Donald Phillips to create the Liontrust Global Fixed Income team.

Roberts will increasingly step back from investment management over the coming months and reduce his marketing commitments, with Milburn and Phillips becoming co-heads of the Liontrust Global Fixed Income team.

Milburn will be responsible for macro analysis, while he and Phillips will continue to co-manage the four funds.