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.

Allfunds
Allfunds, a B2B wealthtech platform for the funds industry with €1.5 trillion ($1.55 trillion) in assets under administration, has appointed Pascal Duval as senior advisor for France and Benelux.

“A highly-respected industry leader,” he brings decades of expertise, the firm said in a statement. Duval’s knowledge about open-architecture solutions will help to support Allfunds' three main markets – mutual funds, ETPs, and private markets – with a focus on France and the Benelux region.

Duval has more than 35 years of experience in asset and wealth management, serving in leadership roles notably at Amundi as deputy head of solutions and services, and Russell Investments, where he served as CEO for EMEA. Throughout his career he has led initiatives in investment solutions with banks across EMEA as well as with asset owners, where he has been involved in the evolution of pension funds investing over three decades. Duval pioneered the development of open architecture and manager of managers in Europe, with Russell investments, 30 years ago, the firm said.

Duval has also been active in M&A, digital wealth management and customer experience. He founded and is trustee of The VSF International, a nonprofit promoting social inclusion. He holds certifications from INSEAD and Sciences Po.

"His extensive experience in asset and wealth management, coupled with his strategic insight, will be invaluable as we continue to drive innovation and expand our global capabilities,” Juan Alcaraz, CEO and founder of Allfunds, said. “Pascal’s expertise in investment solutions and digital wealth strategies will help us refine our approach and strengthen our position as a wealthtech leader.”

Rathbones Group
Rathbones Group has appointed Charlotte Lamb as head of asset management, intermediaries and charities marketing. She will be based in London and report to Iain Clark, head of marketing and client strategy for Rathbones Group.

Lamb (pictured) will be responsible for leading the marketing of the group’s fund offering from Rathbones Asset Management, the charities proposition as well as Greenbank and other services for the intermediary market, as part of the client office, led by Simonetta Rigo.

Most recently, Lamb was demand generation director, within the digital and demand generation team at BNY, responsible for the strategy and execution of all paid media. She also worked across several roles as a marketing consultant, providing leadership and direction for the investment management marketing activity in Italy, and building the marketing strategy in the US, supporting ETF products.

Prior to BNY, Lamb was head of wholesale marketing for EMEA and LatAm at Janus Henderson Investors. She spent several years as head of international wholesale marketing at Natixis Investment Managers. Lamb has also worked in the direct-to-consumer marketing team at M&G Investments and served in several roles at Capital International Limited.

Ocorian
Ocorian, a business providing asset servicing for private markets and corporate and fiduciary administration, has appointed Colm O’Brien as head of EMEA sales – funds.

His appointment will strengthen the team across high-growth regions, the firm said in a statement.

Prior to joining Ocorian, O’Brien was managing director, global head of sales, alternatives at BNP Paribas Securities Services, where he was involved in establishing and building a global alternatives client development team.

Previous experience in a career which covers more than 20 years, includes a senior business development director role at SS&C Fund Services as well as working in business development roles at Investec.

“Colm’s appointment highlights our focus on growth with funds at our core. He brings deep experience and expertise to Ocorian and is poised to make a major impact in his new role,” Frank Hattann, chief commercial officer at Ocorian, said.

Ogier
Ogier has recruited Andrew Faulkes (pictured) as a private client director. He operates from Monaco, working with UHNW individuals, family offices and their advisors. 

Andrew Faulkes

A British Chartered Tax Advisor, Faulkes will work with Ogier's clients and intermediaries, which include family offices, regional and international onshore law firms and financial institutions, the firm said. 

Faulkes has more than 30 years' experience in supporting families in the region and extensive knowledge of the needs of private clients around the world.

"Andrew is an exciting and timely new addition to Ogier's leading global platform at a time when UHNWs and family office clients are looking to their trusted advisers more than ever for strategic guidance and support,” global head of Ogier Private Wealth, Matt Guthrie, said.