People Moves
Who's Moving Where In Wealth Management? – Knight Frank, Pacific Asset Management, Rothschild & Co
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.
Knight Frank Investment Management
Knight
Frank Investment Management, a real estate investment
management business which manages around £4 billion ($4.51
billion) of assets in the UK and internationally, has appointed
three senior hires as it targets expansion and growth in the
residential sector.
Ian Wilson has been appointed as a partner to grow KFIM’s
residential investment management business, reflecting the client
demand for residential assets and impact investments, the firm
said in a statement. His initial focus will be on the
UK with a longer-term ambition to develop a European
residential business.
KFIM said it has also strengthened its research, forecasting and
ESG expertise, appointing Xaviere Roudeix-Crouan as head of
research and forecasting, and Chantal Beaudoin as head of
ESG.
Wilson joins KFIM from CBRE Investment Management where he helped
develop its residential investment expertise, the firm
added. Wilson moved from residential valuations into residential
fund management in 2006, joining ING REIM to take over ING’s
Residential Fund.
During his career, Wilson has focused on both deal execution and
operational management of non-commercial property assets across
the UK. Wilson has also been at the forefront of investing
institutional capital into residential assets, latterly as
portfolio manager of the CBRE UK Affordable Housing Fund, the
firm added. He brings with him experience in capital raising,
creating business and product strategy, and delivering
development assets, the firm said. In 2018, Wilson developed and
launched the Affordable Housing Fund at CBREIM, a social impact
vehicle which invested in affordable housing tenures,
build-to-rent and shared ownership assets across the UK.
Xaviere Roudeix-Crouan is joining KFIM from real estate
investment manager Redevco, where she was responsible for
providing a strategic framework for investment management
operations. At KFIM, her role combines a strong focus on
quantitative modelling with research skills, supporting
high-quality strategic thinking with robust and relevant insight
and data.
Having joined as head of ESG at KFIM, Chantal Beaudoin is
responsible for overseeing ESG, setting targets for KFIM’s
real estate portfolios, and accelerating progress towards those
goals. She will also drive ESG efficiencies in the KFIM
operational business.
Pacific Asset Management
Pacific Asset
Management this week appointed Jonno Ross as associate
director in the UK wholesale distribution team, based in
London.
He will be responsible for the distribution of PAM’s single
manager range of strategies, reporting into Nick Lemis, head of
UK Wholesale Distribution, the firm said in a statement.
Ross, who brings over seven years of experience to his new role,
is joining from Waverton Investment Management where he
worked with institutional and wholesale investors across the UK,
Europe and offshore markets.
He will work with the team to strengthen distribution of PAM’s
single manager range of strategies. This range includes
Emerging Market Equity, Emerging Market Equity Income, G10 Macro
Rates and Longevity & Social Change.
“He [Ross] understands our client-first culture and will help us
to continue focusing on our primary goal of delivering
outstanding investment solutions to our investors. His energy and
enthusiasm will be a great asset to the firm," Nick Lemis,
head of UK Wholesale Distribution, said.
Ross added: “PAM’s industry-leading single manager business
focuses on high conviction investing in potentially less
efficient markets, where active managers can outperform through
their skills and expertise.”
Rothschild & Co
This week, Rothschild &
Co appointed Fernanda Neumann Rosset as a managing director
and head of client strategy in its UK wealth management business.
She is joining Rothschild & Co from Goldman Sachs, where she
has spent the last 14 years. As head of client strategy, she
will work closely with client advisor teams to focus on
optimising relationships with clients. She will help grow and
develop front-office talent and lateral hiring, as well as
providing additional support in the day-to-day management of
the front office.
James Morrell, managing director, Rothschild & Co’s UK Wealth
Management business, said: “More than a decade working with
wealthy families and entrepreneurs, combined with her more recent
experience in client advisor business development and hiring,
make her perfectly placed to support our front office teams and
ensure that we maintain exceptional client service as we achieve
our growth plans.”
Neumann Rosset began her career in the global markets division of Goldman Sachs in 2008, first in Brazil and then in New York. For the last ten years, she has worked in the private wealth management division in London both as a client advisor and, more recently, as part of the management team with responsibility for the successful onboarding and business development of new client advisor hires across EMEA, the firm said.
Other recent hires include Justine Walley and Nathan Long in Guernsey; Tim Eastwood in Birmingham; Alison Probert in Leeds; and Holly Jennings, Donald Nartey and Joanna Livesey in London.
Rothschild & Co’s UK Wealth Management business has offices in London, Birmingham, Guernsey, Manchester and Leeds.