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.

FNZ
FNZ, an end-to-end global wealth management platform, has appointed James Dunne as managing director, client management and business development, reporting to Alastair Conway, FNZ’s group head of UKMEA.

Dunne will contribute to accelerating the firm’s aim of opening up wealth and helping "everyone, everywhere invest in their future, on their own terms," the firm said in a statement. He will lead the company’s client management, working with its existing partners to create strategic value, strengthen relationships, and enhance the firm’s ability to support clients across market segments.

Previously at Santander, Dunne served in several senior roles driving growth and digital transformation. His roles included head of wealth management and insurance in the UK, global head of digital for Santander’s wealth management and insurance division, and director of SME markets across Europe and the US.

“James is highly regarded as a dynamic leader with extensive experience in driving sustainable growth, building high-performing teams, and leveraging leading technologies to transform businesses and develop client relationships,” Alastair Conway, group head of UKMEA at FNZ, said. “His leadership and commitment to innovation will help to continue strengthening our client partnerships and delivering exceptional outcomes for the financial institutions and customers we serve.”

FNZ, which partners with more than 650 financial institutions and 12,000 wealth managers globally, oversees more than $1.5 trillion in assets under administration. Over 24 million end customers use FNZ’s platform. Founded more than 20 years ago, FNZ employs about 6,000 people across 30 countries, with the UK representing its largest market. Its clients in the UK include long-standing relationships with industry leaders such as abrdn, Aviva, Barclays, Lloyds Banking Group, Quilter, and Santander.

Lombard Odier Investment Managers
Lombard Odier Investment Managers (LOIM) has appointed Fabian Huonder as senior sales for wholesale distribution in Switzerland, based in Zurich.

Huonder (pictured) will be responsible for increasing the strength of the firm’s distribution proposition with banks, wealth managers and family offices in the German-speaking part of Switzerland. He will report to Samira Sadik, head of wholesale distribution Switzerland, and will work with Christèle Clémence, who joined LOIM in September last year to lead strategic accounts.

Huondon, who has 20 years’ experience across banking and asset management, was most recently responsible for sales and distribution for JP Morgan Asset Management in Switzerland. Prior to that, he served in senior sales and distribution roles at MainFirst and Julius Baer, and other financial institutions in Switzerland.

“Switzerland is a focus market for the firm and a strategic market for LOIM’s wholesale business. We are delighted that Fabian has joined the team to help propel our bold growth ambitions forward with this important client segment,” Bettina Ducat, co-head of LOIM, said.

SimCorp
SimCorp a global financial technology company, has appointed Keith Haberlin as global head of business services, sales, based in Boston, taking immediate effect.

Haberlin has over 30 years of experience in delivering financial, technology and data solutions to asset managers and financial institutions. Most recently, he served as co-head of infomediary data solutions at Brown Brothers Harriman. He will now drive the growth of SimCorp business services, which leverages SimCorp’s "leading edge" technology, to provide outsourced investment operations, data management, and investment accounting services to asset managers and financial institutions, the firm said in a statement.

Haberlin’s extensive expertise in advising and designing target operating models for asset managers and asset owners will strengthen SimCorp's ability to deliver transformative, technology-driven services that streamline client operations.

“He brings a wealth of industry knowledge to our business services team," Oliver Johnson, chief revenue officer at SimCorp, said. “Keith’s oversight of multiple, end-to-end business lines, will be invaluable as we double down on business ervices going beyond the provision of technology to providing the option of managing their operational processes as well, further empowering our clients to remove complexity from their operations.”

Haberlin’s appointment follows the recent hire of Ulrik Modigh as managing director, head of SimCorp Business Services, part of the company’s continuing investment in operational and servicing expertise to complement its strength in technology.