AMNT, Invesco, Towers Watson, Nikko, Record, FoSDA, Rebalance Earth

Record – The specialist currency and alternative asset manager has named Andreas Dänzer  as its group chief investment officer, a newly created role. He will join in the summer.

Dänzer brings a wealth of valuable experience having overseen large investment teams managing institutional investment portfolios. He is already familiar with Record and its approach to currency management, and Record is confident that all its clients will benefit from his perspective and insights, the firm said.

As part of his role, Dänzer will travel widely to support the investment teams based in New York, London and Frankfurt as well as the firm’s international client base.

Dänzer has held a variety of senior positions in the investment sector, most recently as CIO of the Credit Suisse pension fund (Switzerland). Prior to that, he oversaw the capital investment division of Asga Pensionskasse, where he was a member of the executive board, after spending eight years as head of asset management and investment committee chair of UBS pension fund. Earlier in his career, he spent several years at PUBLICA, the pension fund for Swiss public employees.

 

Nikko Asset ManagementMark Stoeckle  has been appointed as executive corporate officer, CIO and global head of investment, effective 1 April 2025.

This marks a shift for Stoeckle to an executive role at Nikko AM, since his appointment to the firm’s board as an outside director in April 2024. Following the appointment as CIO, he is expected to resign from the board.

Stoeckle brings an array of investment senior leadership experience, most recently with Adams Funds in the US, where he served for 10 years as chief executive officer and board member, and led the funds’ management committee, before taking a non-executive director role in 2023. He was previously CIO of US equities and global sector funds at BNP Paribas Investment Partners (currently BNP Paribas Asset Management), and CIO of US equities at Fortis Investments.

Nikko AM’s current CIO, Hiroshi Yoh, will resign at the end of March. This will enable him to pursue his personal ventures, the firm has said. Yoh expressed his gratitude to senior management and appreciation to investment management colleagues for their efforts to deliver superior performance for investors.

 

Towers Watson  – Craig Baker  has been appointed as chief investment strategist in Towers Watson’s investments business. Having completed 10 years as global CIO, Baker will continue to serve on the investments global leadership team and will now take on more external, market-facing responsibilities.

In his new role, Baker will be responsible for strategic relationships, developing key investment opportunities around the world. He will continue to lead the portfolio management team for Alliance Witan – the FTSE 100 investment trust that Towers Watson has been managing since April 2017 – and look for opportunities to expand Towers Watson’s reach into similar opportunities.

Jon Pliner has been appointed to succeed Baker as global CIO and will join the investments global leadership team. Currently deputy CIO, Pliner has also been head of delegated portfolio management in the US market since 2017. He is co-chair of the company’s private markets investment committee and real assets investment committee. In this capacity, Pliner led the creation of custom portfolio solutions for the company’s outsourced clients in the US.

 

The Future of Sustainable Data Alliance (FoSDA)Will Goodhart, former CEO of CFA UK, has been appointed to the newly created role of executive director to help the industry group strengthen the voice of the sustainable data and analytics ecosystem.

Goodhart stepped back from his role at CFA UK recently to focus on his commitment to sustainable finance and the net zero transition.

Formed in Davos in January 2020, FoSDA’s members are from the sustainability data, analytics, ratings, research, and index providers. Current members and associate members are Bloomberg, ClarityAI, EcoVadis, LSEG, Moody’s, Morningstar Sustainalytics, SIX, S&P Global, CDP, Icebreaker One and Climate Bonds Initiative.

 

Rebalance Earth  – The UK’s boutique asset manager dedicated to valuing and investing in nature as critical infrastructure has appointed James Hurrell as head of investments to drive capital into nature-based solutions that enhance portfolio resilience, mitigate climate risk, and secure long-term financial and environmental returns.

Hurrell brings a decade of experience from Bridges Fund Management, where he led impact-driven investments in private equity. His career – spanning M&A, private equity, and impact investing – has been shaped by a commitment to sustainability and the understanding that nature is an investable asset.

Hurrell will lead investment strategy and capital deployment, working closely with Rebalance Earth’s CIO Eoin Murray to help scale nature-based solutions that deliver financial, operational, and societal resilience.

 

InvescoGeorgina Taylor has been promoted from head of multi-asset solutions, UK, to head  of client investment solutions, EMEA, reporting to CIO Scott Wolle.

In her expanded role, Taylor will help drive the firm’s strategic focus on delivering tailored multi-asset solutions for its clients across the EMEA region.

Invesco has for some time been simplifying its global structure to ensure the most efficient collaboration across teams and regions, to deliver a coordinated and efficient process to best support its clients.

 

Association of Member Nominated Trustees (AMNT)  – Janice Turner, founding co-chair of the AMNT, has announced to members that she will step down from her position. While speaking at the Association’s annual general meeting on 17 March 2025, she confirmed that she will remain as co-chair until the annual election of officers at the committee meeting in April.

Turner was one of the initial founders of the AMNT and has been at the centre of the major debates concerning members’ rights and the future of MNTs over the past decade. She has represented the Association’s position with the government, The Pensions Regulator, the industry and the media to ensure that the voice of members and MNTs was heard on the major pensions issues of the day.

Turner will remain as a member of the AMNT management committee where she intends to continue her campaigning efforts, with a particular focus on the future of trusteeship, the development of CDC, MNTs’ rights and stewardship.