Alt Investments

Who’s Moving Where In Wealth Management? – Franklin Templeton, Mediolanum, Others

Editorial Staff 23 January 2023

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The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Franklin Templeton
Franklin Templeton has appointed Robert Crossley as vice president of industry advisory services at EMEA/APAC.

In his new role, Crossley will partner closely with the distribution leadership teams in EMEA and APAC to help drive sales by providing actionable intelligence and insights on the future of the investment and wealth management industry for the firm and its clients. 

In particular, he will focus on how existing and nascent industry trends are reshaping the competitive landscape for clients through thought leadership as part of the Franklin Templeton Institute, the firm said in a statement. 

Crossley is joining Franklin Templeton from Citi where he was a managing director and worked for the last 17 years in a number of roles including Business Advisory Services, Global Macro Strategy and European Rates Strategy. 

Prior to Citi, Crossley worked as a proprietary trader, fixed income portfolio manager, in risk management and corporate treasury, the firm added.

Mediolanum International Funds
The European asset management platform of Mediolanum Banking Group, Mediolanum International Funds has appointed Giorgio Carlino as its new head of multi management.  

Based in Dublin, Carlino will report directly to Christophe Jaubert, MIFL’s chief investment officer, the firm said in a statement.
 
Carlino will be responsible for leading both the manager selection team, which identifies and monitors the best managers in the market, and the multi-manager portfolio management team, which is responsible for building portfolios through a combination of different delegate managers for different products, across a variety of investment strategies to achieve risk adjusted returns for the its end clients, the firm said.  

Carlino will also be part of the MIFL Investment Committee contributing to the firm’s house view. He has 22 years of experience in the industry and has served in a variety of roles during his career, including fund of funds portfolio manager for Commerzbank, portfolio manager at RAS Asset Management in Milan, and several roles at Allianz Global Investors including, most recently, global chief investment officer for multi asset strategies.

He is succeeding Bish Limbu who contributed to the multi management team during his tenure, the firm added. Limbu will continue to serve as an advisor to the firm working with Carlino and the rest of the multi manager team.

MIFL have also announced that Jason Samons has been appointed as the new head of manager research. He is taking on the role from Inma Conde and reporting directly to him. Conde will become the new head of ESG, a newly-created role by MIFL as the firm expands its ESG offering. Conde will report directly to Christophe Jaubert, the firm said. 

Mediolanum International Funds Limited is the Irish asset management company of the Mediolanum Banking Group with over €49 billion ($53 billion) assets under management and 68 funds under management. 

Allfunds
Allfunds, a B2B wealthtech platform for the funds industry, has appointed Tom Wooders as UK country head. He will lead the UK business as it grows as a market in the European funds industry, the firm said in a statement this week. 

He will report directly to Gianluca Renzini, chief commercial officer. 
 
Having worked in the financial services industry for over 20 years, Wooders has experience of and insight into many industry segments. Prior to Allfunds, he was group head of sales at Titan Wealth where he was responsible for business development across all of Titan’s constituent entities including Titan Asset Management, Titan Wealth Solutions and GPP, the firm continued. 

Before Titan Wealth, Wooders was previously executive director at JP Morgan, vice president at State Street, and UK head of sales at Pershing.
 
Wooders is taking over from Simon Shapland who led the UK business for seven years from 2015 until his retirement at the end of 2022. Shapland was responsible for overseeing the growth of the company’s UK and Ireland operations during a period of rapid expansion for Allfunds in key international markets. 

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