Stonehage Fleming

Stonehage Fleming has appointed Carol Mote as global head of human resources and a member of the group executive committee. 
Mote has over 20 years' experience as a senior human resources professional specialising in HR transformations, cultural change and employee relations. 

She has also acted as a strategic adviser leading M&A transactions from a people perspective. She first joined Stonehage Fleming as interim global head of human resources in July 2022. 

Prior to joining Stonehage Fleming, she was a managing director and senior director for professional services companies KPMG and Deloitte. She has also held global roles with JPMorgan, LSEG, Unilever and Centrica.  

She will be based in London reporting directly to Chris Merry, group CEO. Her role is effective immediately.

Chris Merry said: "It is a pleasure to welcome Carol to Stonehage Fleming as our Global Head of Human Resources. She brings deep people expertise and extensive knowledge of client facing businesses in several sectors, including financial and professional services. The combination of Carol's commercial and operational acumen and her proactive and pragmatic approach to organisational transformation will be invaluable to the Group as it continues to grow and respond to an increasingly challenging operating environment worldwide."

Carol Mote said: "I am delighted to join Stonehage Fleming to lead and drive the Group's HR offering. The Group recognises that people are its greatest asset and I look forward to leveraging my global experience in this area as it continues to grow. Stonehage Fleming is a widely respected adviser to many of the world's leading families and wealth creators and I am excited to be part of the team."

Evelyn Partners 

Evelyn Partners has named David Rankin as the new managing partner covering its Edinburgh and Aberdeen offices.
 
Rankin has more than 30 years' wealth management experience and joins Evelyn Partners from Investec's Edinburgh office where he was most recently senior wealth planning director.  

For the last decade he has been specialising in assisting clients with advice following a business sale, helping them protect or grow their family wealth and using family investment companies. He works with lawyers, accountants and financial advisers to manage pension funds, trusts and corporate funds.   

The news of his appointment comes on the back of three experienced practitioners joining the Edinburgh team and confirms Evelyn Partner's ongoing commitment and growth ambitions in Scotland. 

Neil Grant joins as an associate director from Acumen Financial Planning and Leanne Cassidy has also been appointed as an associate director in the Edinburgh financial planning team and joins from Schroders Personal Wealth. 

Lisa Mcleod `has become an associate director in the Edinburgh investment management team, joining from Redmayne Bentley. Lisa will split her time between the Edinburgh and Aberdeen offices.   

Paul Frame, regional managing partner Scotland & Northern Ireland at Evelyn Partners, commented: "I am delighted to welcome our new colleagues to Evelyn Partners in Scotland. As Managing Partner, David will lead our teams in Edinburgh and Aberdeen, and I look forward to working closely with him as we continue to develop and grow our business in Scotland,"

ABN Investment Solutions

Paris-based ABN Investment Solutions has appointed Christophe Boucher as chief investment officer.

As part of the role, Boucher, 45, will supervise investment teams including ESG, manager due diligence, operational due diligence, portfolio management and the quantitative research teams, the firm said in a statement. 

He will be taking responsibility for the firm's investment process and will lead the investment strategy through a combined qualitative and quantitative approach, the firm continued.

François-Xavier Gennetais, CEO of ABN AMRO Investment Solutions, said: "2023 opens a new chapter for ABN AMRO Investment Solutions.

"The appointment of Christophe Boucher as our new CIO is supporting our ambition to be the leading sustainable multimanager and sub-advisory platform in continental Europe."

Global Private Capital Association

The Global Private Capital Association (GPCA) announces the appointment of four new board directors:

-    Rohit Sipahimalani, chief investment officer at Temasek;
-    Craig Thorburn, director at the Office of the Chief Investment Officer of Future Fund;
-    Frank Su, managing director, head of private equity Asia at CPP Investments; and 
-    Jose Sosa del Valle, partner at Lexington Partners.

United by a long-term investment approach, GPCA members are leading private capital investors active across Asia, Latin America, Africa, CEE and the Middle East, who collectively manage more than $2trn in assets. The organisation's proprietary data and market intelligence highlights forward-looking trends such as digitalization and energy transition, as well as the societal impact of private capital investments.

GPCA's Singapore office - co-funded by the Monetary Authority of Singapore - is the organization's headquarters for the region, located in Asia's central financial hub. 

Cate Ambrose, CEO and member of the board of directors of GPCA, said: "I am thrilled to welcome four new Board members from some of the most influential institutions committing capital across global markets today. As individuals, they are closely aligned with GPCA's focus on inclusive and sustainable growth, and they bring valuable perspectives on the fundamental shifts that will define future opportunity for private capital investors."

Drew Guff, chairman of the board of directors of GPCA, added: "These four important additions to the GPCA Board will further GPCA's position as a unique global network. We look forward to their active engagement as we continue to promote the sectors, strategies and deals driving investment returns and meeting societal needs."

Allspring Global Investments

Allspring Global Investments announced that Tom de Lisle has joined the company as sales director for the UK Financial Institutions team. 

Reporting to Charlie Wilson, he leads Allspring' sales activities with wealth managers, discretionary investment managers and private banks in the UK and is based in the London office.

Before joining Allspring, he served as the London sales director at River and Mercantile Asset Management, and prior to that he was head of Family Office Business Development.

Earlier in his career he served as a sales manager at Neptune Investment Management. 

He began his investment industry career in 2004 at Arjent Stockbrokers, where he advised UK private clients in US equities. 

Dynamic Planner

Dynamic Planner, the UK risk based financial planning system, has appointed Michael Whitfield as its new chair following FPE's investment last year. 

His career in financial services spans four decades working in a variety of roles focusing on people and creating the technology to best serve their needs. 

He founded Thomson Online Benefits in 2000, which he led for 17 years as CEO.  He built the organisation from start-up to 500 people serving clients in over 20 countries, cementing its place as a market leader in global benefits software.  

Since 2018, Michael has focused on injecting his world class expertise into guiding companies that inspire him, many of which are technology providers directly used by the end client.  

Ben Goss, CEO at Dynamic Planner said: "We warmly welcome Michael as our new Chair. He has world class experience of scaling a UK FinTech business internationally and understands the importance of culture and client focus in a successful business. I and the team look forward to working with him.

"I would like to thank Neil Brown, our previous chair for his chairmanship, advice and support over the years."

Socius Family Office 

Socius, a leading independent Multi-Family-Office in South Florida, has welcomed Ron Tenhagen to the company as its chief investment officer (CIO).

"Ron is an extremely talented CIO who is a perfect cultural fit at Socius Family Office and the firm's ultra-high-net-worth clients in South Florida," said Robert Konrad, founder and chairman, Socius.

"Serving as the Director of Investments for over a decade at one of the largest and most respected Private Companies in Florida, Ron brings years of experience in portfolio management and investment underwriting.

"Ron will continue the development of our institutional quality investment platform and chair the Investment Committee at Socius. Our clients will benefit from Ron's skill set, his commitment to excellence and his shared vision for the future of our firm. We're excited to welcome him to the Socius Family."          

He has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research. Prior to Socius, Ron was director of investments at JM Family Enterprises where he was responsible for managing significant pools of capital for corporate, insurance and retirement assets. Other notable attributes include being listed on the CIO "40 Under 40" list in 2017 by CIO Magazine. 

Prior to his work at JM Family Enterprises, he held positions at Wells Fargo and Wachovia, where he developed and managed model portfolios, and conducted research for the wealth advisory divisions. Ron received a bachelor's degree in banking and finance from the University of North Florida.

As CIO of Socius, he will lead and continue building out the firm's centralised investment platform, focusing on developing investment policy and creating bespoke investment solutions to meet the unique client needs of ultra-high-net-worth families. Ron will be based out of Socius' new Palm Beach County office opening in Delray Beach, FL.