The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

NatureAlpha
NatureAlpha, a firm providing biodiversity and nature risk analytics, has appointed Laura Segafredo as chief growth officer.

Dr Segafredo joins after eight years at BlackRock where she was most recently a managing director and the global head of sustainable product and portfolio research. 

Prior to joining BlackRock in 2017, Dr Segafredo worked at the French non-governmental organisation, 2 Degrees Investment Initiative, whose mission is to align capital markets with global climate goals. She was also senior economist at Climateworks Foundation (2010 to 2015) and research economist at Electricite de France (2006 to 2010).

NatureAlpha partnered with NYSE owner Intercontinental Exchange during the latter half of 2024, adding nature risk considerations into 1.8 million fixed income securities.

Dr Segafredo is an adjunct professor of international and public affairs at Columbia University, New York, where she teaches students on the theory and practice of climate and sustainable investing.

Brown Shipley
UK-based Brown Shipley, a Quintet Private Bank, has appointed Thomas Clarke as client advisor in Nottingham. Clarke joins from Woodgate Financial Planning, where he was a financial planner, the firm said in a statement.

Earlier, he served in a number of roles in financial planning support, including as a private client administrator and trainee paraplanner at Brown Shipley from 2014 to 2018.

Clarke, who reports to James Garman, head of Nottingham and Birmingham, will work with colleagues across Brown Shipley and Quintet to strengthen client relationships.

“Thomas’ appointment underscores our continued commitment to the Midlands. The fact that he returns to our business as a qualified client advisor is testament to our culture and client focus,” Garman said.

Clarke’s appointment follows a number of recent Brown Shipley hires, including Kate Richardson and Matthew Noyce in the South of England, Lindy Kroese in Leeds and Robbie Hewitt in Scotland. Brown Shipley has offices in London, Manchester, Birmingham, Cambridge, Leeds, Edinburgh, Norwich and Nottingham.

Apex Group
Apex Group, a global financial services provider, has appointed Predrag Maletic as global head of product and operations – corporate solutions, effective 2 January. Based in the Netherlands, Maletic (pictured) will be responsible for managing operational efficiency, strengthening client delivery and accelerating growth within the group’s corporate solutions division.

An industry veteran, Maletic has more than 25 years of experience in the financial services industry. Prior to joining Apex Group, he served as head of strategy and innovation at Citco Corporate Solutions, a division of Citco Group – it was his second stint with the business. Prior to that, he was head of strategic growth and development at TMF Group. Maletic’s first stint at Citco spanned more than a decade, during which he held a variety of senior positions, including head of capital markets Europe, co-head of private equity and real estate Europe, head of business development, and managing director of the Dutch office.

“His wealth of experience and innovative approach will play a vital role in strengthening our corporate solutions offering. Predrag’s leadership will enhance our ability to meet client needs and deliver exceptional service and innovative products, further solidifying our position as a single-source solution provider across the investment lifecycle,” Zion Hilelly, Apex Group’s chief product officer, said.

CFA UK
CFA UK (aka The CFA Society of the UK), has appointed Nick Bartlett, CFA, ASIP as chief executive, effective April 2025. Bartlett is succeeding Will Goodhart, who will be stepping down as chief executive in March after 18 years in the role.

Bartlett will be joining CFA UK from the CFA Institute, where he is senior head of learning content and innovation. He joined CFA Institute in 2018 after spending the previous six years as director of education at CFA UK. Bartlett joined the investment profession in 1995, first working in Schroders’ global business development team before moving into learning and development roles at BPP and then Aviva Investors.

As well as being a CFA charterholder and an ASIP – having passed the Associate exams of the IIMR (one of the founding bodies of CFA UK) – Bartlett also holds the Investment Management Certificate and the Fundamentals of Sustainability Accounting (FSA) credential. Additionally, he is a past chair of the CPD Forum, a network for association staff working in professional learning. He holds a master’s degree in educational psychology.

“Nick’s understanding of investment professionals’ needs for skills and knowledge – and of the best tools and techniques for delivering those – make him well-positioned to build on the society’s success. His recent experience will also help us to work even more closely with CFA Institute in meeting individuals’ current and future needs,” Hilary Eastman, CFA, chair of CFA UK’s board said. “It is also great to welcome Nick back to the society. He is immensely respected by our volunteers and members and he has played a vital role in developing our recent certificates and cementing the IMC’s position as the leading entry-level qualification for the sector.”