People Moves
Who's Moving Where In Wealth Management? - M&G Investments, ZEDRA, Others

The latest senior moves in wealth and asset management from across Europe and the UK
M&G Investments
In a series of moves at M&G
Investments, RM Jasmine Miller has been promoted to
partnerships sales director based in Bristol. She will work
alongside head of partnerships David Halfacre and be responsible
for managing a range of strategic partnerships, including
platforms, ratings agencies and global bank fund selectors.
Allan Smith, John Pascoe, and Wayne Sawyers join as relationship
managers based around the UK in support of the regional sales
teams and directors. Pascoe will cover the North of England and
Scotland, Smith the West and Wales, and Sawyers London and the
South East. The new hires are also expected to bolster M&G’s
services to UK IFAs and discretionary clients.
ZEDRA
ZEDRA has added to its
roster of senior figures in Luxembourg. It has appointed Murjel
Breedveld Jagesser as client director in Luxembourg’s corporate
services and global expansion team alongside Charles-Alexandre
Houillon as director of fund management services.
Breedveld Jagesser is a Dutch lawyer who draws on more than 15
years’ senior leadership experience for listed companies. Prior
to joining ZEDRA, she held senior positions and led deliveries of
multi-jurisdictional initiatives in Amsterdam, Cape Town, New
Delhi, São Paulo and Istanbul, before spending six years as a
legal counsel in Luxembourg.
Houillon has accumulated more than 20 years of knowledge and
expertise in fund and asset management. Prior to joining ZEDRA,
he was director and conducting officer at a renowned fund
management services administrator in Luxembourg.
The moves come after ZEDRA named Damien Fitzgerald as head of
funds for Guernsey supported by the recently appointed head of
fund operations, John Donnelly.
ZEDRA, which provides corporate services, global expansion,
active wealth and fund solutions, will announce the appointments
today.
Ravenscroft
Ravenscroft, the
UK investment services group with £7.75 billion ($9.03 billion)
of assets under administration for private clients and
institutional clients, has appointed Sophie Yabsley to join its
board.
Yabsley joined the firm in 2008 as a portfolio manager and is a
member of the discretionary investment committee. In 2018, she
was promoted to head of client services and is now joining the
board to oversee client service and client experience.
“Clients are at the core of Ravenscroft’s business and it is
absolutely key that they are represented at a board level. We
have clients who have been with us since our beginning because of
the service they receive and we want to ensure that remains a
focus as our client numbers, and office locations, increase,”
Mark Bousfield, group managing director of Ravenscroft, said.
‘Sophie’s investment experience and expertise and her focus on
client service will be invaluable to the board. She knows the
business intimately and has a passion for customer satisfaction
and the other directors look forward to working closely with
her.”
Yabsley, who is a chartered fellow of the Chartered Institute for
Securities & Investment, has completed the CISI Diploma; she is
also a Chartered Wealth Manager.
Cazenove
Cazenove
Capital, part of the London-listed Schroders group, has
recruited a further three experienced advisors, adding to its
growing regional presence.
Craig Jones and Omar Iqbal will be based in Birmingham, and Rhys
Twomey in Bristol.
Jones joins the Birmingham office as a portfolio director and
brings more than 30 years’ experience of managing high net worth
clients at HSBC Private Bank where he advised entrepreneurs,
business owners and their families on strategic planning and
investment management. He is a fellow of the CISI.
Iqbal joins the Birmingham team as a wealth planning director. He
has 10 years’ experience of advising high net worth clients and
their families on various areas of their finances, including
retirement planning, estate planning and tax restructuring. Iqbal
was previously at Barclays Wealth, and before that he worked at
Duncan Lawrie Private Banking and BDO. He is a fellow of the
Personal Finance Society and a Chartered Financial Planner.
Both men will report to David Price, head of the Birmingham
office, servicing clients in The Midlands.
Twomey joined the Bristol team in July as a portfolio director
and brings more than 15 years’ experience to the role. He was
previously at Coutts, where he looked after entrepreneurs and
business owners, with a particular focus on succession planning.