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Who's Moving Where In Wealth Management? - Cazenove Capital, C Hoare & Co, Others

Editorial Staff

6 October 2021

Cazenove Capital
, the Switzerland-listed firm, has appointed Nick Tan and Ian Walker as director, business development. 

Their appointments follow the promotion of Peter Mostarac, who joined GAM in 2011, as head of North America. 

Tan and Walker will be based in New York and Chicago, respectively, and will report to Mostarac.

Tan previously worked at Conning, where he was a consultant relations manager, responsible for managing relationships with global and regional investment consultants and outsourced chief investment officer providers. Prior to Conning, he was an institutional sales associate at Aegon Asset Management and a senior investment analyst at Willis Towers Watson. 

Walker has joined GAM from Calamos Investments, where he spent 11 years. He was most recently director of consultant relations, responsible for business development and relationship management with global and regional investment consultants. He joined the firm initially in 2010 as a client service representative, before becoming an investment consultant for three years. 

GAM employed 652 full-time-equivalent staff in 15 countries with investment centres in London, Cambridge, Zurich, Hong Kong, New York, Milan and Lugano as at 30 June 2021. It has AuM of SFr126.0 billion ($136.3 billion).

Brewin Dolphin
, the wealth manager, has appointed Kam Bagga as a wealth director in its 1762 team at 8 Waterloo Place in St James’s, London.

The “1762” team provides wealth advisory services for clients with sophisticated financial needs. 

Bagga’s career in financial services, which spans more than 15 years, includes positions at Morgan Stanley, Credit Suisse and, more recently, at Henley Investment Management where he was director with a particular focus on global private and institutional clients.