People Moves
Who's Moving Where In Wealth Management? - ZEDRA, Sionic, Schroders, Others

The latest senior moves in wealth and asset management from across Europe and the UK.
ZEDRA
ZEDRA, which provides
corporate services, global expansion, wealth and fund solutions,
has appointed Joe McBurney as business development director.
Based in London, McBurney will work closely with the active
wealth team in Jersey, reporting to the head of active wealth,
Henry Kierulf, and in collaboration with David Rudge, the
newly-appointed managing director of active wealth in the UK.
Over the past 20 years, he has worked in the trust and fiduciary
industries in Jersey, the British Virgin Islands, Switzerland,
the UK and Singapore. Most recently, he spent eight years in
senior management positions for independent trust companies
leading corporate and fund administration services projects.
Sionic
Global financial services consultancy Sionic has appointed Scott Lee
as a partner in the firm’s wealth management and private banking
practice, led by Sionic managing partner Gilly Green.
Lee previously worked as investment management director in the
wealth and asset management practice at accountancy firm
KPMG.
Lee has global experience working across Europe, Asia and North
America with wealth, life and pensions, asset management, and
asset servicing clients, including traditional and alternative
asset classes. He has served in senior roles at CitiGroup,
Genpact, Aviva and Aegon Asset Management, following earlier jobs
with CSTIM, CMG Admiral and the TSB Group.
In 2003, Lee founded the specialist wealth and asset management
consulting firm Assiso, which he then led for nine years.
Schroders
Schroders – which also announced its latest financial results
yesterday – announced that prominent financial industry figure
Dame Elizabeth Corley will join its board as a non-executive
director. She will also join the nominations committee and be
chair designate, with effect from 1 September 2021.
Subject to shareholder approval, she will succeed Michael Dobson
as chair at the conclusion of the company’s annual general
meeting, sheduled for 28 April 2022.
Dame Elizabeth has more than 45 years' experience in the sector
including as CEO of Allianz Global Investors, and previously at
Merrill Lynch Investment Managers and Coopers & Lybrand. She is a
non-executive director of Pearson, BAE Systems and Morgan Stanley
and is also the chair of the Impact Investing Institute. Dame
Elizabeth will step down from her roles as a non-executive
director of Morgan Stanley and Pearson before becoming chair at
Schroders.
Dimensional
Dimensional
Fund Advisors has added a number of people to its
London-based Europe, Middle East and Africa investment team,
taking effect from 1 August.
Paul Foley has taken up the role of head of EMEA portfolio
management and Kipp Cummins became head of EMEA fixed
income.
Foley will oversee all portfolio management activities in London
for Dimensional Fund Advisors, reporting to Nathan Lacaze,
co-chief executive at Dimensional UK. Lacaze previously held
these responsibilities in addition to his co-CEO role.
Before this, Foley served as senior portfolio manager and vice
president of Dimensional UK. Prior to that, he was a portfolio
manager. Foley joined Dimensional in 2003 on the trading
team.
Cummins will assume the newly-created role of head of EMEA fixed
income. He will have responsibility for fixed income portfolio
management and trading for Dimensional UK, reporting to Foley in
London and Dimensional’s head of international fixed income Joel
Kim, who is based in Singapore.
Previously, Cummins was a senior portfolio manager and VP of
Dimensional UK. He joined Dimensional in 2012 as a fixed income
trader, having spent several years as a trader at a Texas-based
asset manager.
Dimensional is based in Austin, Texas, and has 13 global offices
across North America, Europe (London, Amsterdam and Berlin) and
Asia. As at 30 June 2021, it managed $660 billion for investors
worldwide.