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Who’s Moving Where In Wealth Management? – Allfunds, Rathbones Group, Ocorian, Ogier

Editorial Staff

31 January 2025

Allfunds
, a B2B wealthtech platform for the funds industry with €1.5 trillion ($1.55 trillion) in assets under administration, has appointed Pascal Duval as senior advisor for France and Benelux.

“A highly-respected industry leader,” he brings decades of expertise, the firm said in a statement. Duval’s knowledge about open-architecture solutions will help to support Allfunds' three main markets – mutual funds, ETPs, and private markets – with a focus on France and the Benelux region.

Duval has more than 35 years of experience in asset and wealth management, serving in leadership roles notably at Amundi as deputy head of solutions and services, and Russell Investments, where he served as CEO for EMEA. Throughout his career he has led initiatives in investment solutions with banks across EMEA as well as with asset owners, where he has been involved in the evolution of pension funds investing over three decades. Duval pioneered the development of open architecture and manager of managers in Europe, with Russell investments, 30 years ago, the firm said.

Duval has also been active in M&A, digital wealth management and customer experience. He founded and is trustee of The VSF International, a nonprofit promoting social inclusion. He holds certifications from INSEAD and Sciences Po.

"His extensive experience in asset and wealth management, coupled with his strategic insight, will be invaluable as we continue to drive innovation and expand our global capabilities,” Juan Alcaraz, CEO and founder of Allfunds, said. “Pascal’s expertise in investment solutions and digital wealth strategies will help us refine our approach and strengthen our position as a wealthtech leader.”

Rathbones Group
has appointed Charlotte Lamb as head of asset management, intermediaries and charities marketing. She will be based in London and report to Iain Clark, head of marketing and client strategy for Rathbones Group.

Lamb (pictured) will be responsible for leading the marketing of the group’s fund offering from Rathbones Asset Management, the charities proposition as well as Greenbank and other services for the intermediary market, as part of the client office, led by Simonetta Rigo.

Most recently, Lamb was demand generation director, within the digital and demand generation team at BNY, responsible for the strategy and execution of all paid media. She also worked across several roles as a marketing consultant, providing leadership and direction for the investment management marketing activity in Italy, and building the marketing strategy in the US, supporting ETF products.

Prior to BNY, Lamb was head of wholesale marketing for EMEA and LatAm at Janus Henderson Investors. She spent several years as head of international wholesale marketing at Natixis Investment Managers. Lamb has also worked in the direct-to-consumer marketing team at M&G Investments and served in several roles at Capital International Limited.

Ocorian
has recruited Andrew Faulkes (pictured) as a private client director. He operates from Monaco, working with UHNW individuals, family offices and their advisors. 

Andrew Faulkes

A British Chartered Tax Advisor, Faulkes will work with Ogier's clients and intermediaries, which include family offices, regional and international onshore law firms and financial institutions, the firm said. 

Faulkes has more than 30 years' experience in supporting families in the region and extensive knowledge of the needs of private clients around the world.

"Andrew is an exciting and timely new addition to Ogier's leading global platform at a time when UHNWs and family office clients are looking to their trusted advisers more than ever for strategic guidance and support,” global head of Ogier Private Wealth, Matt Guthrie, said.