The latest moves, appointments, and personnel changes in the UK, rest of Europe, the Middle East and select wealth management jurisdictions.

Vanguard
US-based funds giant Vanguard said it is forming a new team in its UK client group, led by Doug Abbott, dedicated to providing support to digital and execution-only (DXO) platforms and providers.

The group provides services for investors in index and active mutual funds, exchanged-traded funds, and model portfolio services. As of February, it supported professional clients with about £161 billion ($209 billion) in assets entrusted to Vanguard.

Within DXO, Selina Kirby has been appointed head of digital and execution. This new team is dedicated to supporting execution-only platforms, as well as digital banks and wealth managers.

Tania Allerton, head of advisory, leads the team responsible for Vanguard’s connections with UK independent financial advisors.

Andrew Surrey has been appointed head of wholesale, leading a team providing specialist support to clients with complex investment needs.

Evelyn Partners
UK wealth manager Evelyn Partners has just appointed Gabriela Turner as a new director in its London financial planning team. 

Turner is joining from Satis Wealth Management where she worked for more than four years, most recently as senior financial planner. She also has four years’ experience at the Quilter/Old Mutual Private Client Adviser business. 

Her appointment will strengthen Evelyn Partners’ financial planning capability at its Gresham Street headquarters in the City of London, the firm said in a statement.

As Evelyn Partners evolves into a pure-play wealth management firm – with the forthcoming disposal of its professional services arm – its recruitment drive is enhancing its already-substantial nationwide financial planning and investment management teams, the firm added.

Invesco
US-headquartered asset manager Invesco has just promoted Georgina Taylor from head of multi-asset solutions UK to head of client investment solutions EMEA, reporting to Scott Wolle, CIO, Invesco Solutions.

In her expanded role, Taylor will help deliver the firm's tailored multi-asset solutions for its clients across the EMEA region.

Invesco said it has been simplifying its global structure to ensure collaboration across teams and regions, to deliver a coordinated and efficient process to support its clients. 

“We now have a robust global platform of oversight and collaboration with Georgina overseeing the EMEA region, working closely with Pete Miller for North American clients, and Chris Hamilton for APAC, ex-Japan, we can ensure a truly global approach to supporting and servicing our clients,” Wolle said.

Ocorian
Ocorian, which provides asset servicing for private markets and corporate and fiduciary administration, has appointed Elizabeth Fisher as global head of partnerships. She is based in London.  

Fisher, who started her career as a corporate M&A lawyer, has more than 30 years of experience and a multi-disciplinary skillset spanning law, litigation finance, business development and commercial leadership.  

Prior to Ocorian, she worked at Restitution Capital, a litigation impact funder, where she was head of investment. Other roles include head of origination for Europe at Burford Capital and EMEA head of the regulatory and banking practice at Axiom, a provider of alternative legal services.

Aberdeen Adviser
Aberdeen Adviser, an advisor platform provider, has appointed Max Rothery as chief marketing officer, reporting to Verona Kenny, chief distribution officer.

In this newly created role, Rothery will be responsible for positioning the Aberdeen Adviser brand and accelerating growth.

Rothery was previously at Finimize where he spent seven years scaling its community and transforming the way in which financial content engages with businesses and consumers.

“The creation of the chief marketing officer role highlights our focus on modernising our approach and enhancing advisor engagement by leveraging digital-first strategies. Max will play a pivotal role in my marketing team as we take forward our ambitions,” Kenny said.