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Executive Moves

08/13/2025

Charles Stanley appoints new Sustainable Portfolio Lead

Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education focused era following the FCA’s Sustainable Disclosure Requirements regulation.

08/13/2025

SEI Appoints Robert Hum to Lead Investment Product Development and Activation

New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth

08/13/2025

HSBC names SEA head of capital markets for wealth

The bank has promoted from within to fill Ishan Sarkar's previous role, after he was promoted to Singapore head of Wealth & Premier Solutions last month.

08/13/2025

The Openwork Partnership appoints former Aviva wealth boss as new CEO

The Openwork Partnership is one of the UK’s largest financial services networks with over 4,750 advisers.

08/13/2025

BCN asset management chief exits for insurance group

He has consistently held a Citywire rating since the start of 2022.

08/13/2025

Canaccord bespoke investment manager departs for W1M

Thulasi Muraleetharan has left Canaccord Wealth after three years in the bespoke investment team.

08/13/2025

Citizens Financial Group Names Aunoy Banerjee of Barclays as Chief Financial Officer

He will serve on the company’s Executive Committee and report to Chairman and CEO Bruce Van Saun.

08/13/2025

SEI Investments (Europe) Limited Makes Two Key Board Appointments

Diane Seymour-Williams Appointed as Board Chair, David Lawton Joins as Independent Non-Executive Director

08/13/2025

Sarasin & Partners appoint new head of private clients

He is responsible for managing portfolios for a wide range of UK and international private clients and charities, including several of the firm’s largest relationships.

08/13/2025

Helvetica Property Investors Announces CEO Succession Effective November 1, 2025

The Board of Directors would like to thank him for his valuable contribution.

08/12/2025

LGT Crestone scales alts capabilities with senior appointment

Over his 15 years of experience in financial services, he also held investment roles at Prudential International Assurance

08/12/2025

Michael Bächtiger new head of the Ausserschwyz region of the Schwyzer Kantonalbank

He began his professional career with a banking apprenticeship, which he has since continually expanded with his expertise in various management positions.

08/12/2025

Former 40 Under 40 selector resurfaces at Zurich private bank

Bruno Berther, the previous deputy head of the investment centre at Zuger Kantonalbank, will manage multi-asset portfolios.

08/12/2025

Van Lanschot Kempen Investment Management announces UK leadership transition

The company has begun a process to appoint a permanent successor to André, with the aim of further establishing the business as the ‘preferred provider’ brand in the UK market.

08/12/2025

BCN asset management chief exits for insurance group

Victor Vogt spent over two decades at Banque Cantonale Neuchâteloise and founded its asset management department in 2015.

08/12/2025

Rothschild & Co exec becomes chair of freshly bought firm

Tenalis, which specialises in succession planning among other services, has updated its board of directors, with Andreas Feller serving as chair.

08/11/2025

Oberon Strengthens Investment team with Appointment of Former Odey Asset Management CEO

Peter is joined by his former Odey colleague, Jake Bambridge, who takes on the role of Funds Operations Manager.

08/11/2025

CEO Anton Stadelmann leaves radicant holding ag

Until further notice, Anton Stadelmann will continue to perform his duties for radicant in full.

08/11/2025

Independent asset manager hires ex-Mirabaud investment chief

Serenis was founded in 1995 and is based in Geneva.

08/11/2025

Billionaire Family’s Ex-Goldman Banker Adds to UK Wealth Exits

The 45-year-old previously lived in the UK for at least three years as he helped build up the firm, which oversees assets for a billionaire Saudi family and is focused on private market investments.

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