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Executive Moves

12/08/2023

Itumeleng Merafe takes reins at Investec Private Bank

Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.

12/08/2023

Indosuez hires global head of external asset management

He holds master's degrees in finance and business law and tax from the University of Bordeaux.

12/08/2023

Atomos London head reunites with former colleagues at Oberon

Stuart McCann will be joining Top 30 Under 30 star Harry Finster and former Atomos CIO Phil Smeaton at Oberon Investments.

12/08/2023

Fidelity hires infrastructure equity and debt heads in private asset push

Schroder’s Chantale Pelletier and Ares’s Emma Haight join as Fidelity steps up its private assets push.

12/07/2023

BOS Hires Former BNP Paribas Banker in Dubai

Prior to that, he spent 14 years in Citibank’s London and Singapore offices serving in various capital markets, advisory and product management roles.

12/07/2023

Partners Group announces updates to its Executive Team

He will remain a Global Investment Committee member and Co-Head of Investments, with overall responsibility for the firm's Private Infrastructure, Private Real Estate, and Private Debt businesses.

12/07/2023

7IM appoints new private client and London heads

Former Santander PB head Ben Covey has been appointed head of private clients, while Catriona Reed has been promoted to London head.

12/06/2023

Claire Mann joins Hampden & Co as Head of Client Proposition

She will report to Andrew Bell, Chief Commercial Officer at the bank.

12/06/2023

CISI appoints Chris Clark and Sushil Saluja as new members of the Board

The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.

12/06/2023

Evelyn Partners appoints Bindesh Sajvani as Chief Risk Officer and Group Head of Compliance

Prior to this he was Global Chief Risk Officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.

12/06/2023

Praxis announces senior appointment to its yacht management team

As part of his new role, for which he will be permanently based in the UK, he is taking on the position of Designated Person Ashore.

12/06/2023

Former senior banker at JPMorgan among four recruits joining UBS

Firm adds advisors in Florida, Missouri, and Mississippi.

12/05/2023

Sean Gallagher Joins Lazard Asset Management to Lead the Firm’s Small Cap Equity Platform

Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management

12/05/2023

Advisor Andrea Freiman joins UBS Private Wealth Management in Miami

Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.

12/05/2023

Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor

Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform

12/05/2023

Postfinance CEO won’t land until next year

This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.

12/05/2023

BKB: Where does Basil Heeb's right hand appear again?

This was in order to continue his professional career outside of the BKB group, as it was said.

12/05/2023

SEI Appoints David Hinton as COO of SEI Investments (Europe) Limited

Appointment Underscores Company’s Commitment to UK Market

12/05/2023

FNZ makes 100 UK job cuts in another redundancy round

Platform software giant FNZ is cutting 240 jobs globally including close to 100 jobs in the UK as it makes another redundancy round.

12/05/2023

Peregrine Wealth appoints head of Compliance

In her role, Lientjie will be responsible for the compliance and governance functions of Peregrine’s Guernsey office.

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