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Who’s Moving Where In Wealth Management? – atamos, Clarity AI, Others

Editorial Staff

22 February 2023

atomos
, a global sustainability tech platform, has named Lorenzo Saa (pictured) as chief sustainability officer and member of its executive team.

Saa’s remit will include: managing strategic initiatives; boosting the firm’s leadership in the sustainable investing space, keeping up with market developments; helping to build Clarity AI’s solutions for sustainability, including impact, ESG, climate and regulatory reporting. London-based Saa will support Rebeca Minguela, CEO and founder of Clarity AI, in her public and stakeholder engagements and in her capacity as board member of the PRI.

Saa said: “I am excited to join a firm that is already reshaping the way investors approach their sustainability agenda ... I am looking forward to working with all our stakeholders to accelerate the winning streak for sustainable investing by continuing to bring transparency and commitment at every level.”

IIMI
, a boutique asset management think tank whose membership accounts for approximately £500 billion in client assets, has appointed Sebastian Stewart as chairman.

Stewart, who has been on the board of the IIMI since 2017, became deputy chairman in 2019. He is also a partner and head of client services at Somerset Capital Management LLP. Stewart graduated from the University of Edinburgh with a first-class degree in mathematics and business studies. He is a CFA charterholder and holds an executive MBA from Bayes Business School.

The IIMI, which provides an independent, expert voice in the debate over the future of the asset management industry, has also appointed seven new board members whose remit is to redefine its core aims: increase engagement with regulators in order to support boutiques and promote competition; facilitate commercial opportunities; and instill best practice across the membership.

Under Stewart’s chairmanship, the new board will comprise: Rose Beale, responsible investment lead at Findlay Park; Daniel Pinto, CEO of Stanhope Capital; Charles Scott Plummer, head of Institutional Solutions at Waverton Investment Management; Charlotte Yonge, fund manager at Troy Asset Management; Dan Brocklebank, head of UK at Orbis Investments; Edward Guinness, CEO of Guinness Global Investors; Nicole Harrington, COO of Evenlode Investment Management; Philip Reed, general counsel at Independent Franchise Partners; Helme Harrison, head of distribution at Tellworth Investments; Sondre Myge, head of ESG at SKAGEN Funds; andToby Illingworth, executive director of the IIMI.