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Executive Moves

06/29/2023

New Chief Financial Officer at GKB

Urs Widmer started his professional career in the consulting business.

06/29/2023

Ex-SJP director joins advice network as managing partner

Need for ‘high quality’ IFAs and provision of financial advice across Europe ‘has never been more paramount’

06/29/2023

Schroders appoints Rachael Dowers as Institutional PR Manager

She will also be developing and executing PR activity for Schroders Capital, the private assets arm.

06/29/2023

M&G appoints Richard Godfrey as Chief Operating Officer for Asset Management

Richard previously held roles at Mello as CEO of its investment servicing business in Europe and Robert Fleming in senior asset management and insurance operations roles.

06/28/2023

Standard Chartered appointed Global Head of Sustainability Strategy and Net Zero

She will report to Marisa Drew, Group Chief Sustainability Officer, and become a member of the CSO Management Team.

06/28/2023

Credit Suisse Dealmaker Joins Deutsche Bank Switzerland

In addition to Clemente, the DCM team in Switzerland will be strengthened by further new additions in the issuing and advisory business.

06/28/2023

New member in the Executive Management of VP Bank Group

The appointment of Adrian Schneider by the Board of Directors of VP Bank is subject to the approval of the Liechtenstein Financial Market Authority.

06/28/2023

VZ Group Shrinks its Executive Board

The remaining members of the board will take over their tasks.

06/28/2023

Robert Higginbotham retires from T. Rowe Price

Replaced by Dee Sawyer

06/28/2023

New member in the Executive Management of VP Bank Group

Adrian Schneider has many years of management experience in the financial industry as well as comprehensive expertise in the investment business.

06/28/2023

Departures at 7IM as it merges tech and client teams

Chief technology officer Will Thornton-Reid and head of IT development Steve Crichton have left the wealth manager.

06/27/2023

Avendus Wealth Management CEO steps down

Nitin Singh has stepped down to pursue a new opportunity, prompting a reshuffle of the group’s management responsibilities.

06/27/2023

Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston

Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.

06/27/2023

Julius Baer Guernsey appoints James Swaisland as Chief Risk Officer

In his new role, James will be responsible for the management and control of market, operational, compliance and legal risks related to the Guernsey branch.

06/27/2023

Close Brothers AM adds investment director

Marcus Vertue joins its London head office

06/26/2023

Barclays announces key appointments in Global Macro

Jerry was previously Global Head of FX Options Trading at Barclays and is taking on this expanded role.

06/26/2023

Schroders hires Tim Sargisson to run Benchmark Financial Planning

He had been chief executive of Sandringham since 2015 and before that was chief executive of James Hay where he was involved in its sale from Santander to IFG Group.

06/26/2023

Fairstone appoints CFO amid finance team reshuffle

Fairstone has over 50 locations across the UK with a head office in Newcastle and a large London presence in its City office.

06/26/2023

Bank Syz hires ex-Goldman banker to lead Middle Eastern business

The new hire joins as an equity partner and brings many years of experience working with wealthy clients in the region at Goldman Sachs and UBS.

06/23/2023

Annual Conference of SSF And Christine Gugolz joins SSF Board

In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.

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