People Moves
Who's Moving Where In Wealth Management? - LGT Vestra, Fundsmith
The latest moves in wealth management across the UK, Europe, Middle East and Africa.
LGT Vestra
Another former Credit Suisse private banker has switched to
LGT Vestra in the
UK. Charles Stanford, who joined the Zurich-listed bank in 2007,
has just started at the UK firm, holding the position of partner,
according to his Linkedin profile.
Most recently at Credit Suisse, he held the role of director from
July 2014 to last month. From 1999 to 2005 he was a sales manager
at Barclays.
As exclusively reported a few days previously, two other
joiners from Credit Suisse were Graeme Lyness and Mark McNamara.
Lyness worked at Credit Suisse from 2014 to 2014; prior to this
he worked for four years as a fixed income portfolio manager for
Morgan Stanley, and he started his career in 1999 at
PricewaterhouseCoopers, according to his Linkedin profile.
McNamara was a director at Credit Suisse in London from November
2013 to June this year; prior to this, he was a vice president at
Morgan Stanley, starting at the US firm in 2000. The men hold the
post of wealth manager at LGT Vestra.
Fundsmith
Fundsmith, the UK
fund management company, has appointed Conrad Rey, Greville Ward
and Daniel Washburn as partners, subject to FCA approval.
Rey is a sales director at Fundsmith, responsible for
relationships with intermediaries.
Ward interacts with high net worth individuals and international
investors; and Washburn is a research analyst, working closely
with chief executive and chief investment officer, Terry Smith,
and head of research, Julian Robins.
