Who’s Moving Where In Wealth Management? – First Sentier Investors, Guernsey Finance, Others – Wealth Briefing

The latest moves and appointments in wealth management and related sectors in the UK, rest of Europe and select international locations.

First Sentier Advisors
Asset management house First Sentier
Investors has named David Allen as its new global investment
management head, taking the reins from Perry Clausen, who is due
to retire early in 2022.

Allen brings with him more than 20 years of global asset
management experience, having specialised in building investment
businesses and leading investment teams.

Prior to this role, Allen spent five years at AMP Capital, most
recently as global CIO, equities, based in London where he led a
global team. Allen has also served in senior investment
leadership roles at Sarasin & Partners, Fidelity
International, and Pioneer Investments.

First Sentier Investors manages more than £132.5 billion in
assets (as at 30 September 2021) for institutional investors,
pension funds, wholesale distributors, investment platforms,
financial advisers and their clients. The business was renamed
from First State Investments. That firm was acquired from the
Commonwealth Bank of Australia in August 2019 by Mitsubishi UFJ
Trust and Banking Corporation.

Guernsey Finance
Guernsey
Finance is back in London with a permanent residence, naming
Jo Kitcat as UK representative. Most recently, Kitcat was a
managing director at BNY Mellon in London.

His role is to promote awareness of Guernsey’s finance offering,
provide education on the island’s financial services, and connect
London professionals with Guernsey practitioners. He will be
responsible for expanding Guernsey’s range of activities in the
City of London, and ultimately throughout the UK, identifying
opportunities for Guernsey financial services businesses.

Kitcat has more than 20 years’ experience in financial services,
primarily in business development roles. He has been responsible
for building business relationships in various regions including
the UK, Switzerland, US and Asia, and also for developing
business with global financial Institutions.

Guernsey Finance said industry feedback showed that a permanent
presence in London, which the agency has had since 2018 with the
exception of the COVID-19 pandemic, was of real value to both the
promotional agency and the island’s finance industry as a whole.

Boston Multi Family Office
Boston
Multi Family Office has promoted Siôn Roberts to the role of
director of its Isle of Man office, Boston Limited.

Previously head of accounting and tax, Roberts is experienced in
the trust and corporate industry, having worked in the sector
since 2008, after originally moving to the island with an
international bank in 2004.

Roberts joined Boston in 2020 as part of the acquisition of the
IQE business where he had worked since 2008. He is a fellow of
the Association of Chartered Certified Accountants (ACCA) as well
as being …….

Source: https://www.wealthbriefing.com/html/article.php?id=193069