People Moves

Who's Moving Where In Wealth Management? - T Bailey Asset Management, Carillon, Others

Editorial Staff March 12, 2019

Who's Moving Where In Wealth Management? - T Bailey Asset Management, Carillon, Others

The latest moves in wealth management across Europe, the Middle East and Africa.

T Bailey Asset Management 
T Bailey Asset Management has appointed Jacqueline Lowe as non-executive chair. The position is newly-created and her appointment becomes effective as of April 2019.

As head of UK distribution at Aberdeen Standard Investments - with overall responsibility for institutional, wholesale and retail distribution - Lowe will bring more than 30 years of experience to the firm.

Lowe has held numerous senior leadership positions and was an award-winning fund manager at Standard Life Investments with the Dynamic Distribution Fund. Following her appointment as head of UK wholesale in 2010, she led the development of the firm’s strategy in the wake of 2013’s Retail Distribution Review regulatory reforms, initially managing the “MyFolio” range of funds. She was also responsible for developing and executing the company’s “Accelerated Growth Plan” for its UK Mutual Fund business.

Carillon
Raymond James Financial International, an affiliate of Carillon Tower Advisers, has appointed Gerrit Van Gorp as head of sales/continental Europe, and Kevin Lloyd as head of UK/Ireland wholesale sales. 

Lloyd and Van Gorp expand the capabilities in London of Carillon Tower Advisers.

Lloyd will be responsible for the UK and Ireland wholesale market, and Van Gorp will be will be responsible for sales in continental Europe. They will report to Don Pepin, head of institutional sales. As employees of Raymond James Financial International, they will introduce clients to a line-up of products from Carillon Tower Advisers’ affiliates.

Van Gorp brings nearly 25 years of experience, most recently with Fullerton Fund Management, where he was head of business development, overseeing all European markets. Prior to joining Fullerton Fund Management, Van Gorp worked briefly for Cairn Capital and was chief marketing officer for Pictet Asset Management. Lloyd has over 20 years of industry experience and previously worked at Allianz Global Investors, where his responsibilities included discretionary fund sales in London and raising the profile of the firm across a broad base of UK clients. Before that, he was a business development manager at Franklin Templeton Investments. 

Together with its affiliates, Carillon Tower Advisers has more than $64.6 billion in assets under management and advisement and has been servicing business in the United Kingdom and Europe for 12 years. 

Tilney
UK wealth management firm Tilney has hired Graham Murphy and James Reekie as associate advisors. Both men will join the team in its Edinburgh office.

Murphy has worked in the financial services industry in a number of roles, including 10 years as a financial advisor at Bank of Scotland Bancassurance. Most recently he has worked for Natwest Bank and Royal Bank of Scotland as a client portfolio executive and a file review manager respectively.

Reekie joins from Royal London intermediary where he spent nearly four years in a number of roles, including pension business support consultant. Most recently, he spent nearly three years as a telephone account manager.

Tenet Group
Tenet Group has appointed David Bartley as a national business manager, with responsibility for recruiting new firms into its network and support service brands. 

Bartley joins from LSL Property Services, where he spent six years as a regional director in the North. Prior to this, he spent 10 years with Sesame Bankhall Group.

Finantix
Finantix, the financial software provider, has appointed Marc Bussell as global marketing director. Bussell’s appointment follows the strategic investment in Finantix by Motive Partners announced late 2018 and it “represents a further key step in building out the firm’s brand”, it said in a statement yesterday.

Bussell has over twenty years of professional services marketing experience, beginning his marketing career at operations management firm Celerant Consulting. Most recently, Bussell was director of marketing communications across Europe and Asia-Pacific for Capco, the global consulting firm. 

Legal & General
Legal & General Investment Management has appointed Claire Aley as head of product and investments business management.

Aley will be responsible for overseeing LGIM’s global product strategy, development and management functions and supporting LGIM’s chief investment officer, Anton Eser, in managing the investment teams. She will report to Rhodri Mason, chief of staff.

Prior to this, Aley was head of product strategy and development at Hermes Investment Management.

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