People Moves
Who's Moving Where In Wealth Management? - Old Mutual Wealth, Killik & Co, Others

The latest moves in wealth management across the UK, Europe, Middle East and Africa.
Old Mutual Wealth
Old Mutual
Wealth has announced that Richard Freeman will
retire from the business at the end of June 2018, to focus on his
personal interests.
Freeman was a founding director of Intrinsic in 2005. As chief executive, he led the acquisition by Old Mutual Wealth in July 2014.
More recently, as executive advisor, he has supported Old Mutual Wealth’s preparations for its forthcoming managed separation from Old Mutual and proposed listing on the London and Johannesburg Stock Exchanges.
He will remain a director and board member of TISA. He was also recently a member of the FCA’s financial advice market review working group.
The firm did not state whether Freeman will be replaced.
Chartered Institute for Securities and
Investment
The
Chartered Institute for Securities and Investment (Northern
Ireland) has appointed John Cubitt as president.
Cubitt is a wealth manager with Cunningham Coates, part of the Smith & Williamson Group. He has over 18 years of wealth management experience, managing investment portfolios for private clients, trusts, companies and charities on a discretionary and non-discretionary basis.
He replaces Chris Taggart, chartered FCSI of Quilter Cheviot as president of the region as part of its succession planning.
Killik & Co
UK financial planning firm Killik & Co has
announced that Harry Stothert has left the firm to pursue other
interests, WealthBriefing understands.
Stothert was an investment manager at the firm. He joined in April 2014 from Global Investment Strategy UK.
A spokesperson for Killik & Co confirmed that the "role has been filled by an internal move”.