The latest moves in wealth management across the UK, Europe, Middle East and Africa.

Wise Funds
Wise Funds, the UK-based investment management group, has appointed Philip Matthews as a fund manager, effective 3 September.

He previously spent five years at Schroders and managed the group’s UK Alpha Plus Fund and UK Growth Trust.

Matthews has almost two decades of investment experience, after joining Jupiter Asset Management’s fund management department in 1999. He began managing both retail and UK institutional portfolios in 2001 and ran the Jupiter Growth & Income Fund and served as deputy fund manager of the Jupiter Income Trust.

Close Brothers
UK-based Close Brothers Group has appointed Mike Morgan as group finance director and an executive member of the board of directors, effective November.

The hire is subject to regulatory approval.

Morgan has been chief financial officer of Close Brothers’ banking division and a director of Close Brothers, the group’s banking subsidiary, since November 2010. 

He is also a member of both the group and banking executive committees. He will retain these responsibilities as part of his new role. 

Prior to joining Close Brothers, Morgan held a number of roles at Scottish Provident and RBS, most recently as finance director of the wealth management division of RBS. 

As previously announced, Jonathan Howell, current group finance director, will remain in his role until the annual general meeting in November, and he will be working closely with Morgan during this period to ensure a smooth transition.

Mobius Capital
Mobius Capital Partners has appointed Kunal Desai as senior investment analyst, this publication undertstands.

Desai was previously the former head of Indian equities at Neptune Investment Management.

He will be responsible for all emerging and frontier markets but will initially be bringing his Indian equity ideas to the firm.