Quilter Cheviot strengthens Birmingham operation

QUILTER Cheviot Investment Management has strengthened its presence in Birmingham with a raft of promotions and the appointment of a new regional development manager.
 
The moves come as the Birmingham office of the company, which manages investment portfolios for private clients, charities, trusts, pension funds and intermediaries, announced it had exceeded the £1.6bn mark for funds under management.
 
Four of the company’s investment managers have been made Associate Directors and Lisa Johnson has taken on a senior business development role.
 
Ms Johnson has over 20 years’ experience in the financial services industry, largely in the West Midlands, in both business development and financial consultant roles.
 
She is a former chartered financial planner responsible for the investment management of private client and trustee monies and, most recently, specialised in investments in the offshore market and in discretionary fund management.
 
The four investment managers to be promoted are Andrew Chapman, Tom Haydon Daniel Ingram and Paul Ord.
 
Sean Raftery, Head of the Birmingham office, said: “These changes are a reflection of our continued growth and our ambitions for the region. We are seeing year-on-year increases in the number of clients we are handling and the total of our funds under management.
 
“I’m delighted for those who’ve been promoted. Lisa, with her extensive business development expertise, is a strong addition to our team. She will play a valuable role as we develop our market share and build on our relationships with intermediaries across the West Midlands.”
The new appointment brings the headcount at the Birmingham office to 40 employees.

Portus Consulting builds for growth

WARWICKSHIRE-based Portus Consulting has expanded its business development and client services teams as it looks to builds momentum for continuing growth in the employee benefits consultancy market.

It has appointed Andrew Mobberley as Director of Business Development, Lisa Alder as Business Development Consultant and Alistair Fox as Senior Client Relationship Manager.

The new appointments will enable the firm to build on recent new business wins as well as enhance service to existing clients at the consultancy.

Andrew Mobberley joins from Thomsons Online Benefits where he delivered strategic consultancy on ensuring benefits remained engaging for employees. In his 22-year career he has held a variety of senior roles, including 16 years at Alexander Forbes where he managed a team of consultants servicing major clients.

Lisa Alder brings more than 20 years’ experience of business development and project management for a range of clients including FTSE-100 companies with a focus on employee engagement and providing cost-effective and value-added strategies.

Alistair Fox previously worked for Capita Employee Benefits as a Senior Consultant and has more than 10 years’ experience in the sector. He started in the technology sector with Staffcare and has also worked at Bluefin and Gissings.

Dave Middleton, Chief Executive Officer at Portus Consulting said: “The new appointments will deliver further support for our growth strategy and ensure that we can enhance our team with more high quality people working with clients and prospects.”

Moneyway transforms offering with new appointment

MOTOR finance provider Moneyway, the Solihull-based motor finance arm of AIM listed Secure Trust Bank, has bolstered its team by hiring Richard Cox as Transformation Manager.
 
Cox joins Moneyway from Chester-based lender The Funding Corporation (TFC), where he gathered 15 years’ experience of non-prime motor finance. During his time at the firm, he worked his way through the ranks across both TFC and ACF Car Finance, most recently holding the position as Head of Operations. His responsibilities included underwriting, loan activation, complaints, customer services, relationship and project management.
 
In his new role, Cox will work closely with managing director John Simpson, as Moneyway continues to widen its expertise across the risk curve.
 
Simpson said: “Richard has considerable experience in all aspects of motor finance, and will be an invaluable asset to our team as we look to move into the prime space. We have enjoyed an excellent last 12 months, and I am confident that with Richard’s support, we can maintain this momentum as we look to become a ‘one-stop shop’ for motor finance.”