People Moves

Who's Moving Where In Wealth Management? - Brooks Macdonald, Columbia Threadneedle Investments, Charles Stanley, Hawksford

Editorial Staff, 15 November 2017


The latest moves in wealth management across the UK, Europe, Middle East and Africa.

Brooks Macdonald
UK investment manager Brooks Macdonald has appointed Jennifer Carter and Johnathon Rivers as investment managers, based in its Hampshire office. 

Carter previously worked at Charles Stanley as an investment manager and has over 25 years of experience in financial services. 

Rivers has over 10 years of experience in financial services and previously worked at Rathbone Investment Management, where he held the position of investment manager. Prior to this, Rivers worked for Canaccord Genuity Wealth.

​Columbia Threadneedle Investments
Asset management firm Columbia Threadneedle Investments has appointed Lorenzo Garcia as head of Europe, Middle East and Africa client investment solutions.

Garcia is based in London and reports to Jeff Knight, global head of investment solutions and Mark Burgess, deputy global chief investment officer.

At Columbia Threadneedle, Garcia is working with the global investment team to deliver investment solutions to clients in EMEA.

He has 17 years’ investment experience, including a 12-year career with Blackrock Investment Managers, where his most recent role was head of EMEA institutional and retail portfolio management, exchange-traded funds and index investments.

Charles Stanley
Charles Stanley has appointed Shelby Bonham-Lloyd as head of paraplanning for the South, and Mia Kahrimanovic as a financial planner based in London.

Kahrimanovic has joined Charles Stanley from Close Brothers, where she was a private client advisor for nearly five years. She has also worked as a financial consultant at Lloyds Bank and the Halifax. 

Bonham-Lloyd started her career with HMRC as a tax officer, moving into tax-related financial planning at Acuma and PWC. She worked with Coutts as a financial planner before joining Charles Stanley.

Hawksford, an international corporate, private client and funds business based in Jersey, has appointed Carly Vardon to the position of associate director in its private client team. 

Vardon, who has eleven years of experience in the legal and financial services, joins from Elian Private Wealth, where she was a manager since 2013. There she advised on international portfolios for Middle Eastern clients and provided specialised offshore administration to high profile clients. Before this role, she held a tenure at Ogier within their corporate and commercial team, and has also held positions at the Royal Bank of Canada and IFG Trust Jersey. 

At Hawksford, Vardon will assist the firm’s senior management in implementing the firm’s private client business plan as well as developing new business opportunities and helping to grow the private client team.


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