Franklin Templeton
Franklin Templeton has appointed Martin Bechtloff and LotfiLadjemi as Senior ETF Sales Specialists. Reporting to Caroline Baron, head of business development, ETFs, EMEA, Bechtloff will be based in Dusseldorf, covering the German and Austrian markets, and Ladjemi will be based in London, covering the UK and Ireland.
They will focus on the continued growth of Franklin Templeton's UCITS ETF Platform in their respective regions.
Baron said: "Our ETF business in EMEA has grown from strength to strength since we launched in 2017, with strong client adoption of the ETF vehicle, which is why we are further expanding our team. In this regard, I am delighted to welcome Martin and Lotfi whose respective robust experience will further boost Franklin Templeton's ETF business in the EMEA region.
"We recognise these sophisticated markets require dedicated ETF specialists with in-depth market knowledge, and we are committed to investing in talent to help us meet complex and evolving client needs."
Prior to joining Franklin Templeton, Bechtloff worked as a sales manager at HSBC Global Asset Management, where he covered several client channels including asset managers, banks and financial advisers.
Prior to that, he worked as a product manager at moneymeets, where he was responsible for custody accounts, social trading and robo advisory, while developing B2B business with asset managers, insurers as well as custodian banks. Bechtloff started his professional career at Commerzbank.
Before joining Franklin Templeton, Ladjemi worked in a number of sales-related roles. At Tabula Investment Management, he was responsible for building the firm's ETF business in the UK, with a special focus on fixed income and ESG.
Prior to that, he was a consultant and third-party marketer at Draycott Capital, focusing on UK wholesale and institutional clients. He also worked in sales roles at Amundi and Citi Alternative Investments. Ladjemi started his career at Macquarie Capital, where he was a product manager for alternative products.
Evelyn Partners
Evelyn Partners has hired Paul Fidoe as its new business development director.
Fideo joins from Barclays, where he worked for over 22 years in a variety of positions, most recently regional business development manager at Barclays Wealth & Investment Management.
In his new role at Evelyn, Fideo will be part of an eight-strong team working developing relationships with professional partnerships across the country.
The team will also work with solicitors, accountants and other professional firms to help them manage their clients' wealth and businesses.
This follows last week's (22 September) news that Evelyn had taken on the investment management business of Arena Wealth, acquiring an additional £90m AUM.
On Fideo's hire, Michael Hanlon, the managing partner at Evelyn Partners, said: "We see there is a considerable opportunity to further increase the work that we do in partnership with professional firms by providing high quality wealth management and business solutions to help them best manage their clients' affairs.
"Paul brings valuable industry experience which will help support our growth strategy and I am delighted to welcome him on board."
Bank Syz
Philippe Turrian will join Bank Syz as head of client solutions and marketing & communication as of 1 October 2022.
Reporting directly to the CEO, he will help the Bank to achieve a major objective of its strategic plan, namely the definition, implementation and distribution of a new products and services offering in line with the Group's vision and mission.
Turrian, who holds a CFA and an MBA from INSEAD, began his career with McKinsey & Company in Geneva as a consultant before joining the Pictet Group in 2010 as Project Manager. In 2015, he was appointed Head of Client Solutions & Marketing and in 2018 Chief Operating Officer of the Pictet Wealth Management division, where he was a member of the Executive Board.
Bank CEO Yvan Gaillard said: "Philippe, who has a proven track record of operational and strategic excellence, is a fantastic asset for the Senior Management team which he is joining. His experience in growing wealth management businesses by harnessing both the marketing and sales resources will allow us to leverage the positive momentum we are currently experiencing."
"I am very much looking forward to integrating the Syz Group, which offers a genuine and dependable family-run boutique service. The agility, ambition and strong value-based culture on display have greatly impressed me and I'm confident we will achieve remarkable things in the months and years ahead", said Philippe Turrian ahead of his arrival.
This strategic hire is one of several that have been made in 2022, which are the result of the Bank's growing ambitions and ability to attract top talents. The latest hires include Ms Angela Perez as Head of Chief business Office Wealth Management and Ms Mireille Nassif, who will be in charge of developing the Turkish market and UHNW clients further.
Nuveen
Nuveen, the global investment manager with over $1trn in assets under management, announces the appointment of Nick ap Simon as managing director to its Private Credit Specialist team. He joined the firm in August.
He brings to the role just under 20 years' experience in institutional sales and investor relations. Having worked across Europe and the Middle East, focused primarily on private credit, direct lending and structured credit. He holds business development experience across alternative markets including private debt, private equity, real estate and infrastructure.
He joins Nuveen from Cross Ocean Partners, where he most recently worked as Head of EMEA Marketing. Prior to this, he also held roles at a variety of financial practices including Ashmore Group, Partners Group AG and Man Group.
In the role, he is responsible for building and leading Nuveen's Private Credit Specialist team to develop lending opportunities to high quality assets. Nick will also focus on strengthening the team's already extensive relationships and leveraging Nuveen's network power to broaden team capability and offering.
He will be reporting into Simon England-Brammer, head of EMEA and APAC institutional at Nuveen, who said: "We are really pleased that Nick is joining the team to broaden our private credit expertise. Private credit has seen significant inflows for much of the past decade and the current volatile and inflationary environment adds to the asset class's attractiveness. Nick's relationships in the market will help to further drive our multi-asset portfolios that incorporate private credit."
Allianz Partners
Allianz Partners, a world leader in B2B2C insurance and assistance services, has announced two leadership changes on its Board of Management.
Tomas Kunzmann has been appointed CEO of Allianz Partners, effective from July 1st 2022. Tomas takes over from Sirma Boshnakova, who was appointed Board Member of Allianz SE earlier this year.
He first joined the Allianz Group in 2009, holding various positions at Allianz Private Krankenversicherung (APKV), including Head of Health Underwriting. In 2013, he joined Allianz' German sales organization (ABV) as Sales Manager before taking responsibility for the Regional Branch Offices in Ingolstadt and then Kempten.
He moved to Allianz SE in 2017 as executive assistant to the CEO, Oliver Bäte, and then held the role of Interim Head of the CEO Office. Since 2020, Tomas has been leading the Mobility & Assistance Line of Business for Allianz Partners as a CEO and Board Member.
Effective from September 1st 2022, Laurent Floquet has been nominated as CEO of Mobility & Assistance and Board Member of Allianz Partners, succeeding Tomas Kunzmann in the role.
He joined the Allianz Group in 2014 as Head of Business Development for Allianz Technology. He moved to Allianz Partners in 2016 where he was the Global Chief Sales Officer for the assistance business followed by his role as Regional CEO for the North, Central and Eastern European Markets.
He was appointed Chief Transformation Officer and Board Member for Allianz Partners in January 2022, steering Allianz Partners' transformation activities globally. Laurent started his career at Accenture, where he delivered significant transformation programs for insurance companies.
Sirma Boshnakova, board member of Allianz SE, said: "I am happy that Tomas is taking on the CEO role at Allianz Partners. Given his experience at Allianz Partners, he'll bring business continuity, hands-on market knowledge, and a strong track record of collaboration and implementation to the role. He is in a clear position to accelerate the momentum that we have achieved at Allianz Partners in delivering excellence and simplicity at scale for the benefit of our customers and I wish him the very best of luck in his new position."
Tomas Kunzmann, newly-appointed CEO of Allianz Partners, said: "Laurent is an experienced leader who combines an excellent track record of driving business growth in the assistance business, with strong change and transformation skills. He has been instrumental in supercharging our transformation over the last number of months and I know that he is the right leader to boost our Mobility & Assistance business and seize the right opportunities for the future."
RBS International
RBS International has appointed Susan Fouquier managing director of institutional banking sitting on RBSI's ExCo, taking over the role from Stuart Foster who moved to NatWest Group in July. Based in Guernsey, Susan's new role will be effective from 1st September.
She joined RBSI from NatWest Group in 2021 as Head of Institutional Banking in Guernsey. In April 2022 Susan was appointed as Head of Institutional Banking Offshore leading the teams in Gibraltar, Guernsey, Jersey and the Isle of Man.
She has over 15 years of professional banking experience, with extensive knowledge in a range of sectors including corporate real estate, product management, risk assurance, and SME banking.
RBS International CEO Oliver Holbourn said "Susan will be a great addition to my leadership team at an exciting time. Since joining RBS International in 2020, Susan has proven herself to be immensely talented and is hugely committed to delivering on our purpose and sustainable growth plans."
Harding Loevner
Harding Loevner, a global asset manager with $75B+ assets under management, has hired Richard Clarke-Wilson to join their business development team. He will be based in the firm's London office and will be responsible for building upon the firm's commercial presence with intermediaries in the UK and Ireland.
He has over 20 years of industry experience and most recently spent 6 years with UK-based boutique Majedie Asset Management as a Director of Business Development focused on key intermediary markets - US, UK, Ireland and Australia. Prior to Majedie he spent 10 years at GAM with increasing responsibilities servicing clients and building new relationships for the firm.