07/20/2023
Quilter Cheviot expands national footprint with new business development hires
Finally, the company has made a further addition to the team who will focus on managing relationships with National and Network advice firms.
Executive Moves
07/20/2023
Schroders appoints new Co-Heads to its global Client Group
They will work closely with the investment teams with the aim to deliver the best investment outcomes for clients, and collaborate across the business to provide superior support to clients.
07/20/2023
Centrum Wealth names new CEO
Sandeep Das brings with him over 30 years of experience including most recently with Barclays Private Bank.
07/19/2023
Brown Shipley Leeds and Birmingham heads exit in regional ‘realignment’
The heads of two of Brown Shipley’s branches have left the private bank as part of a wider reorganisation which is set to see further redundancies.
07/19/2023
Evelyn Partners appoints Head of Technology and Transformation Services
He has extensive experience helping businesses simplify their operations through process improvement and redesign, and custom and off-the-shelf tech deployments.
07/19/2023
Stonehage Fleming announces Jersey promotions
She provides advice and support to families and their advisers around the globe, aiding the management and coordination of their financial needs.
07/19/2023
Seventh Investec W&I director joins Close this year
Gary Callow joins Close Brothers Asset Management’s Birmingham office, making him the firm’s seventh hire from Investec W&I since the start of 2023.
07/19/2023
AI-driven MPS firm hires UBS and SimplyBiz veterans for sales push
Model portfolio service provider Collidr brings Tim Dingemans and Davinia Rogers on board as sales directors.
07/18/2023
Stonehage Fleming makes risk and compliance appointments across Channel Islands offices
Paul Le Bihan, a director in the risk and compliance team, has been promoted to Head of Risk and Compliance in Jersey.
07/18/2023
Barclays expands M&A franchise with key appointments
Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.
07/18/2023
BlackRock names Saudi Aramco boss to board
Nasser joined Saudi Arabia's state oil giant as a petroleum engineer in 1982, and decades later in 2019 led Aramco's initial public offering
07/18/2023
Nordea AM hires Switzerland sales director
Mirae Asset’s former sales head Frederic Niamkey will now focus on the French-speaking region in Nordea.
07/18/2023
Berkshire Bank Names Private Banking SVP
He brings more than 30 years of experience in the financial services industry within the Boston area.
07/17/2023
Roopali Prabhu returns to Sanctum Wealth as the Head of Products and Solutions
Roopali returns to Sanctum after a stint as the Chief Investment Officer with JM Financial, where she oversaw client portfolios and managed products and solutions for the Private Wealth group.
07/17/2023
Mike Sleightholme Appointed President of Broadridge International
He will leverage his extensive experience in securities services and financial technology
07/17/2023
JPMAM appoints HNW distribution director
In the new role, he will report to Mark Carlile, head of wholesale, Australia and New Zealand.
07/17/2023
UBP appoints new German sales manager from GAM
In this function, he is responsible for the expansion of the wholesale business and business relationships with sales partners in Germany
07/17/2023
Muzinich appoints new Head of Institutional Clients in Geneva
He comes from the French fund house Natixis Investment Managers.
07/17/2023
Natixis Investment Managers appoints Global Head of Finance & Strategy
He will report to Stéphanie Paix, Chief Executive Officer of Groupe BPCE’s global businesses.
07/17/2023
Coutts appoints head of financial planning from Nutmeg
She joins from Nutmeg, where she was executive director of wealth services.