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.

Principal Asset Management
Principal Asset Management has appointed Richard Hill as global head of real estate research and strategy. Hill (pictured) will be working with portfolio teams on capital allocation strategies developed through a relative value framework. He will also lead the real estate global research team with responsibility for delivering the house economic and real estate views to clients.

Hill has 24 years of industry experience, most recently serving as head of real estate strategy and research at Cohen & Steers Capital Management. Prior to this role, Hill was head of commercial real rstate Research at Morgan Stanley where he was responsible for REIT equity research, CRE debt strategy and macro property research. Hill received his bachelor of science in business administration from Georgetown University, Washington DC.

Throughout his career, he has led real estate investment strategy and portfolio management, advising global institutional clients, developing proprietary valuation models, optimising asset allocation, and driving thought leadership on market trends and innovation, the firm said in a statement.

“Real estate markets are becoming increasingly complex, requiring deep expertise and a nuanced approach to investment strategy,” John Berg, senior managing director and global head of private real estate at Principal Asset Management, said. “Rich brings a unique combination of market insight, portfolio management experience, and research-driven innovation that will be invaluable as we navigate opportunities across global real estate. His leadership will be instrumental in shaping our investment approach and delivering strong outcomes for our clients.”

Principal Real Estate, the dedicated real estate investment team of Principal Asset Management, is a top 10 global real estate manager with more than 60 years’ experience investing across private and public real estate equity and debt. Principal Real Estate manages over $100 billion in real estate assets globally.

CISI
The Chartered Institute for Securities & Investment has appointed Oliver Bourke CFP™ Chartered FCSI (Financial Planning) as the new chair of CISI’s Accredited Financial Planning Firm™ steering committee. Bourke is taking over from Ian Pickford CFP™ Chartered FCSI who is stepping down as AFPF committee chair after three years.

Bourke is a Certified Financial Planner™, a Chartered Fellow of the CISI and is managing director at Mercury Wealth Management. He has been on the CISI AFPF committee for 18 months.

“I am delighted to leave the work of the committee in Oliver’s capable hands. His passion for financial planning and future thinking around the impact and use of technology will be invaluable in keeping accredited firms at the forefront of the profession,” Pickford said.

“His [Bourke’s] experience as a financial planner, business owner and passion for how technology can enhance the client experience, create firm efficiencies and deliver great client outcomes are all qualities that will resonate with CISI Accredited Financial Planning Firms,” Chris Morris, Chartered MCSI, CISI head of Financial Planning Policy and Engagement, added.

Quilter Cheviot Europe
Quilter Cheviot Europe (QCE), a European subsidiary of UK wealth manager Quilter Cheviot, has appointed Morgan Whelan as a relationship and investment manager..

Whelan most recently served as manager for the Limerick branch of Bank of Ireland. He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.

“His deep understanding of the Irish financial landscape, combined with his expertise in client engagement and investment solutions, makes him a valuable addition to our team,” Andrew Fahy, chief executive of Quilter Cheviot Europe, said. “Morgan’s appointment supports our strategy of expanding our regional presence in Ireland and ensuring we continue to provide exceptional service to clients and intermediaries across the country.”

This appointment follows the recent hire of a new head of distribution for Ireland.