Tilney Smith & Williamson, Manulife IM, Credit Suisse, Aviva Investors, IQ-EQ, Highvern

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Tilney Smith and Williamson

Tilney Smith and Williamson, the wealth management and professional services group set to change its name to Evelyn Partners this summer, has appointed Neil Coxhead as Managing Director of its host ACD and fund administration business.

Coxhead has over 30 years’ experience in the UK funds industry and joined the Waystone asset management services group where he was Managing Director.

He began working in operational roles with RBS Trustees in 1989, spending a decade with the firm before joining Bank of New York. He gained experience working in operations and client services roles before moving into a senior relationship manager role, covering UK asset managers.

During his twelve years at Citigroup and Brown Brothers Harriman, Coxhead created and led relationship management and sales functions and built relationships with UK-based investment managers. His time at CACEIS Bank gave him business management experience within a highly regulated corporate structure and he led the UK branch through the Brexit transition.

He succeeds James Gordon who is retiring at the end of July after nearly 16 years at Tilney Smith & Williamson and nearly 35 years in the industry. James joined the firm in 2006 as Director and Head of Investment Management and Settlement Operations and has led its ACD and Fund Administration businesses since 2009.

Chris Woodhouse, Group Managing Director at Tilney Smith & Williamson, said: “We are continuing with our growth plans for our Host ACD and Fund Administration businesses. This is a significant part of our business, providing host ACD and fund administration services to UK funds. industry from our center of excellence in Glasgow.

He added: “I would also like to thank James for the tremendous contribution he has made over many years in helping to develop the successful and profitable host ACD and fund administration business that we have today. I wish James well with his retirement plans.”

Manulife Investment Management

Manulife Investment Management named jessie liu as Head of Transactions and Portfolio Management, Real Estate, Private Markets, Asia.

In his new role, Liu will report to Marc Feliciano, Global Head of Real Estate, Private Markets, and join Manulife Investment Management’s Global Real Estate Leadership Team.

Liu will lead the sourcing, acquisition and development of new real estate investment markets in the region, taking over transaction and portfolio management responsibilities from Kenny Lam who will leave the firm in June.

Since joining Manulife Investment Management in 2019, she has led and executed multiple investment transactions across major Asian markets across different property types including logistics, retail and multi-family.

She will continue to be based in Hong Kong.

Prior to joining Manulife, she held senior positions at China Resources Land Private Equity and Yue Yuen Industrial, Head of Real Estate Investments and Strategies. She also worked in the Blackstone Group’s real estate team and at Merrill Lynch Real Estate Principal Investments prior to her internal roles.

Credit Suisse Asset Management

Credit Suisse Asset Management named Andre Jackson as Head of Fixed Income Securities.

Jackson, who will take up the role in June, previously worked at Federated Hermes, where he had been head of fixed income since 2017, and as a fund manager.

Prior to that, Jackson was Chief Investment Officer at Cairn Capital.

In his new role, he will be based in Zurich and will report to Filippo Rima, Head of Investments at Credit Suisse Asset Management.

Aviva Investors

Aviva Investors named Rakesh Girdarlal to the newly created position of Head of Liability-Driven Investment (LDI) and Liquidity, from April 2022. He will report to Caroline Hedges, Head of Credit.

Formerly Head of LDI at Aviva Investors, he will take on additional responsibility for the firm’s liquidity activities following the promotion of Caroline Hedges to Head of Credit in September 2021. He will retain his responsibilities for LDI Portfolios, where he manages pension funds and LDI insurance mandates. over £20 billion.

Girdharlal joined Aviva Investors as Senior LDI Portfolio Manager in 2014, before taking on the role of Head of LDI in 2018.

Previously, he was Head of Asset Liability Management (ALM) at Cardano risk management, where he was responsible for LDI portfolio management and ALM for defined benefit pension plans.

He has also held positions at Mercer, where he advised defined benefit pension plans on all aspects related to funding, monitoring and governance; PricewaterhouseCoopers; and Liberty Life.

IQ-EQ

IQ-EQ today announced the appointment of Sally Alayarian as the new Group Chief Risk Officer.

She will be based in the Netherlands and will be added to the IQ-EQ Group management team, where she will be responsible for overseeing the group’s current risk management and compliance frameworks and promoting the group’s focus on the conduct and culture of risk.

Alayarian previously spent six years as Global Director of Risk Management and Internal Audit for an Amsterdam-based multinational professional services company.

She has also practiced as an independent director advising boards of directors and regulators on the optimization and evolution of integrated control and risk frameworks, and has held senior positions in the banking sector.

Hauteverne

Hauteverne hired Phil Godley as a non-executive director of the board of directors of the parent company of the senior group.

Well known in the industry, Godley is a Chartered Accountant with extensive governance experience gained over more than 20 years working in financial and professional services.

Most notably, he was previously an executive director of a UK FTSE 250 company and a director of regulated financial services firms in Luxembourg, the Netherlands, Ireland, Jersey and Guernsey.

Since then, he has acted as an advisor to a number of leading financial services providers, data companies and institutional investors focusing on business growth, data, products and technology. Phil also participates in competitive AI events and has hosted AI educational events in professional sectors.

Martin Hall, Managing Director of Highvern, said that “having recently expanded our international footprint, Phil’s strategic contribution and background will be an important addition to our future planning and direction.”

Godley is one of several senior strategic recruits to recently join the Highvern Group, following its expansion into the UK and Ireland and acquisitions in the Guernsey and Swiss markets.

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