Church House IM appoints head of bespoke portfolio service
Increasing demand for bespoke offerings
Executive Moves
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Multi-family office CV Advisors adds Bridgewater alum
Her work included portfolio construction, macroeconomic analysis, and asset and manager selection for sovereign wealth funds and public pension plans.
Paragon's Hong Kong CEO joins Wisdom Family Office
The banking and external asset management veteran has joined $7bn multi-family office Wisdom Group Holdings.
Sapient Capital Recruits Veteran Private Banker, Welcoming Sarah White as a Partner and Advisor
White's addition reflects Sapient's ongoing momentum attracting senior private wealth professionals who value independence
Coutts Scotland head calls time after 30 years
Alisdair Dewar announced he was standing down in a LinkedIn post.
Skybound Wealth appoints country manager for Spain
Skybound said the appointment reflects sustained demand from expats in the region
DASH hires Morningstar wealth exec
In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth.
FAB's global private banking head exits, prompts reshuffle
A leadership change at the Abu Dhabi bank's private banking unit comes as the lender continues to realign its wealth strategy and investment platform.
The Swiss Franc Stablecoin Association appoints an advisory board
A well-known name in the banking sector is also among the board members.
Cazenove Capital appoints Lynsey Carson to drive adviser partnerships across Scotland and the North
Working closely with Simon Cooper, Head of DFM, Lynsey will play a pivotal role in expanding our support for financial advisers and their high-net-worth clients.
7IM appoints Ben Kumar to senior strategy role as advice and policy reform accelerates
In his expanded role, he will continue to contribute to portfolio strategy while leading the group’s public policy positioning, industry engagement and strategic thinking across wealth and investment.
SFE Announce New Chair of Wealth Management Group
With a career dedicated to improving customer outcomes, he is recognised for championing professional standards, driving innovation, and fostering collaboration across the financial services industry.