06/10/2020
Seaspray Financial sets up wealth unit with ex-Bank of Ireland staff
Company set up by former Dolmen boss Paul McGowan
Executive Moves
06/10/2020
Mattioli Woods Appoints Sean Westwood As Team- Director Of Employee Benefits
Sean started his role on 1 June 2020 and is based in Scotland.
06/09/2020
EverBlu Capital hires senior wealth adviser
The appointment comes after EverBlu picked up two new institutional dealers, Peter Argyrides and Troy Sullivan in April, boosting headcount to 17.
06/09/2020
KPMG Legal hires Speechlys office head to launch in Luxembourg
David Louis and three-lawyer team to target funds as network clocks up 80th jurisdiction
06/09/2020
CA Indosuez Expands Swiss Business With the Rich
Salawi started his banking career in 1996 at the investment bank of UBS in London
06/09/2020
Lombard International's US CEO appointed Group Chief Operating Officer
He joined Lombard International in May 2016 as Chief Executive Officer in the US.
06/09/2020
7IM taps former M&G sales head among trio of appointments
Andrew Watson exited the asset manager amid its demerger from Prudential
06/09/2020
Katten Private Wealth Head Elected to Industry Leadership Post
Rubenstein has received numerous accolades throughout his career.
06/09/2020
Private Client offering boosts KPMG’s Legal Services practice
Alice Killingbeck and Harriet Kwarteng join the practice.
06/09/2020
Brewin Dolphin announces COO change
She has a successful thirty-year career driving large-scale change and technology projects and managing and inspiring large operations teams
06/08/2020
Jupiter Announces Senior Distribution Team Appointments
Warren Tonkinson will join Jupiter as Managing Director, Distribution, in a newly created role.
06/08/2020
Bank of Singapore hires senior UBS banker as new global head of products
He brings over 30 years of experience in the investments and advisory space, across transactional, advisory and discretionary products, as well as wealth planning.
06/08/2020
Swisscanto hires Credit Suisse alternative fixed income head
He has been at Swisscanto since 2009
06/08/2020
Standard Chartered appoints CFO for Africa and Middle East
Subhradeep brings over 19 years of diverse and international experience in the banking sector to the AME region
06/08/2020
Zurich advisor appoints head of research
Gadzala is also a senior fellow at the Atlantic Council in Washington, DC
06/05/2020
JPMAM hires from Amundi and BoE for sustainable investing team
The asset management firm has made a total of four new appointments for its growing sustainable investment unit.
06/05/2020
UBS WM Americas equity head, team and strategies move to AM division
The changes come after an announcement last year that UBS is letting certain wealth management clients access SMAs run by UBS Asset Management for free.
06/04/2020
J.P. Morgan bolsters sustainable investment team with four hires
J.P. Morgan AM also hired ex-Bank of England employee Caspar Siegert and former Amundi analyst Angelo Drei as global sustainable investing research and data analysts in its London office.
06/04/2020
Finantix appoints new CEO
Since her appointment as CCO, Ciriani has been a driving force behind Finantix’s evolution, focusing on talent acquisition, commercial strategy and market positioning.
06/04/2020
Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
The next phase of Quilter Financial Planning’s strategy will focus on fully integrating the business, bringing it closer to the rest of the Quilter group