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’
Executive Moves
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.
06/23/2023
Wealth Wizards CEO joins advice-guidance review working group
The review will enable the Treasury and FCA to gather a detailed understanding of how the boundary is operating and what the impact is on consumers.