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Who's Moving Where In Wealth Management? - NWH Global, Ascot Lloyd

Editorial Staff

6 February 2018

NWH Global
The trust and corporate services firm NWH Global has appointed Helen Bougourd, head of client services, and Adam Pickering, compliance manager, to its Guernsey board.

Bougourd has worked for a number of fiduciary businesses in Guernsey over the past 20 years. She rose to the position of client services director before being appointed to her current role at NWH Global, formerly Newhaven Trust, in 2016.

Pickering joined NWH Global in 2015, where he designed, implemented and now oversees compliance policy, procedures and controls.

Ascot Lloyd
UK-based Ascot Lloyd, an independently-owned IFA firm, has appointed Graham Bentley as independent chairman of its investment committee. He will replace Stewart Cowley in the role.

Bentley will include responsibility for chairing quarterly investment meetings, which review all areas of Ascot Lloyd’s centralised investment proposition .

He has held a number of senior roles during his 40-year career, including long term positions at Henderson, M&G, and Old Mutual.

The current investment committee comprises of Peter Dalgliesh, Parmenion managing director; Simon Brett, PIM director and chief investment officer; Harry Garrett, PIM investment manager; Tony Yousefian, Albemarle Street Partners investment manager; and Steve Lloyd, Ascot Lloyd investment director.