Who's Moving Where In Wealth Management? – IQ-EQ, Luna Investment Management

view original post

The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and select international locations.

IQ-EQ
IQ-EQ, an investor services group, has promoted Jersey-based Marisa Warren to regional head of onboarding and implementation for the UK, Ireland, and the Crown Dependencies.

In her new role, Warren will take on a wider regional remit encompassing the UK, Ireland, Guernsey and the Isle of Man – stepping up from her former, dual role of client services director and head of the UK onboarding and implementation team, the firm said. She has returned to her native Jersey after seven years in London and will lead the transformation and automation of IQ-EQ’s client onboarding experience across the region for all business lines and service segments.

Warren has over 20 years of experience in working in the financial services industry, including client operations, client relationship management, risk management, and oversight of outsourcing arrangements, the firm stressed. She has also been a director on both the client and employer boards.

Warren will report directly to John Dunn, regional COO for the UK, Ireland and Crown Dependencies. Welcoming her promotion, he said: “It is a newly-created position within the business, representative of the ongoing success and growth of our operations across the UK, Ireland and Crown Dependencies.”

IQ-EQ is an investor services group which provides a range of compliance, administration, asset and advisory services to fund managers, multinational companies, family offices and private clients worldwide, with assets under administration exceeding $500 billion.

Luna Investment Management
Luna Investment Management has appointed Peter Stiles as investment director, to strengthen its expertise.

Stiles has had a 37-year career within investment management and will play a key role in shaping and implementing Luna’s investment management proposition, the firm said. In addition to his client responsibilities, he will also be a member of the Luna Investment Committee and the management team.

Despite having launched just as the pandemic hit in 2020, Luna said it has exceeded its expectations in both the investment team it has assembled and the client investments it has been entrusted to manage. Welcoming his appointment, Stiles said: “Luna is amongst the fastest growing investment management firms in the UK and I look forward to contributing to this continued success in the years ahead.” 

Luna Investment Management, which is located in Manchester, provides investment solutions to a range of clients throughout the UK.