09/12/2025
ain Rayner will join AFH as Chief Commercial Officer from January 2026 and James Fogarty has joined this month, taking on a new role of Recruitment Director, with a focus on adviser recruitment.
09/12/2025
The Luxembourg-based unit is promoting Jasna Ofak, who has worked there since 2016.
09/12/2025
With more than 20 years of experience in the financial markets, Utrera comes from Santander Asset Management
09/12/2025
Keith leaves the Board with our thanks and very best wishes for the future."
09/12/2025
Williams will report directly to Howard Hammond, president and chief executive officer.
09/12/2025
Davina brings extensive experience in the asset management and financial services industry
09/11/2025
Andy Theban joins as an investment manager ahead to help broaden JM Finn's reach in the South West.
09/11/2025
We warmly welcome Lutz and look forward to his contributions in his new role!
09/11/2025
In her new role, Bolding will lead a team of wealth advisors serving high-net-worth and ultrahigh-net-worth clients, reporting to Adam Sansiveri, Regional Senior Managing Director at Bernstein.
09/11/2025
Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.
09/11/2025
Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.
09/11/2025
The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network
09/10/2025
Jason Yu and Katherine Cox head up Schroders’ client groups in Hong Kong and South Asia.
09/10/2025
He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.
09/10/2025
Charles Ferry is the latest Brewin alumnus to join Simon Blowey's new firm Cauvery Wealth.
09/10/2025
He joins from New York Life.
09/10/2025
He has advised leading banks, insurers, and wealth managers on digital transformation, growth strategy, and operating model redesign, with a focus on tech-enabled innovation and scalable digital platforms.
09/10/2025
Lakefield Partners continues it expansion with its third relationship manager this year, Reto Nussbaumer.
09/10/2025
Prior to joining Crestbridge FOS, Steve was Managing Director of the Jersey office of a private equity-owned global financial services business
09/10/2025
After more than three decades in senior leadership roles, a Citi veteran has joined JP Morgan Private Bank to oversee its operations from Dubai.