Who’s Transferring The place In Wealth Management_ – atamos, Readability AI, Others

The newest strikes and appointments in wealth administration within the UK, the remainder of Europe, the Center East and different choose places.


atomos, an advice-led wealth supervisor, has introduced appointments for its Fareham workplace. Sean Sims and Bruce Davison, are becoming a member of as wealth planning director and senior wealth planner respectively, and can report back to Mike Mason, head of the Fareham workplace.

Sims was beforehand at Sims Monetary Planning, a Southampton-based enterprise which he based over 25 years in the past. Earlier than that he labored for Sedgwick Noble Lowndes as a monetary advisor. Sims specialises in pre and submit retirement recommendation.

Davison is becoming a member of from NFU Mutual the place he labored regionally as a monetary advisor for over 23 years. His experience is in creating lasting relationships, taking care of the wants and aspirations of each private and enterprise purchasers and their households. His explicit specialist data is within the areas of retirement planning associated to self invested pensions and inheritance tax planning.

Mike Mason, head of atomos’ Fareham workplace, mentioned: “We’re more than happy to welcome Sean and Bruce to our Fareham workplace, the place we’re seeing vital development. Each have in depth expertise advising purchasers throughout the spectrum of monetary planning and can make an actual influence with individuals in want of high-quality recommendation in our space.”

Readability AI

Readability AI, a worldwide sustainability tech platform, has named Lorenzo Saa (pictured) as chief sustainability officer and member of its govt workforce.

Saa’s remit will embrace: managing strategic initiatives; boosting the agency’s management within the sustainable investing area, maintaining with market developments; serving to to construct Readability AI’s options for sustainability, together with influence, ESG, local weather and regulatory reporting. London-based Saa will assist Rebeca Minguela, CEO and founding father of Readability AI, in her public and stakeholder engagements and in her capability as board member of the PRI.

Saa mentioned: “I’m excited to hitch a agency that’s already reshaping the way in which traders method their sustainability agenda … I’m trying ahead to working with all our stakeholders to speed up the profitable streak for sustainable investing by persevering with to deliver transparency and dedication at each degree.”


The Unbiased Funding Administration Initiative, a boutique asset administration suppose tank whose membership accounts for about £500 billion in consumer belongings, has appointed Sebastian Stewart as chairman.

Stewart, who has been on the board of the IIMI since 2017, turned deputy chairman in 2019. He’s additionally a companion and head of consumer companies at Somerset Capital Administration LLP. Stewart graduated from the College of Edinburgh with a first-class diploma in arithmetic and enterprise research. He’s a CFA charterholder and holds an govt MBA from Bayes Enterprise Faculty.

The IIMI, which offers an impartial, knowledgeable voice within the debate over the way forward for the asset administration business, has additionally appointed seven new board members whose remit is to redefine its core goals: improve engagement with regulators so as to assist boutiques and promote competitors; facilitate business alternatives; and instill greatest follow throughout the membership.

Underneath Stewart’s chairmanship, the brand new board will comprise: Rose Beale, accountable funding lead at Findlay Park; Daniel Pinto, CEO of Stanhope Capital; Charles Scott Plummer, head of Institutional Options at Waverton Funding Administration; Charlotte Yonge, fund supervisor at Troy Asset Administration; Dan Brocklebank, head of UK at Orbis Investments; Edward Guinness, CEO of Guinness International Traders; Nicole Harrington, COO of Evenlode Funding Administration; Philip Reed, normal counsel at Unbiased Franchise Companions; Helme Harrison, head of distribution at Tellworth Investments; Sondre Myge, head of ESG at SKAGEN Funds; andToby Illingworth, govt director of the IIMI.