Former Brown Shipley CEO joins advice consolidator
Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.
Executive Moves
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Yuh is now being managed by a Swissquote executive.
Swissquote has found a new CEO for Yuh, the financial app it fully acquired at the beginning of July.
Benchmark taps Cazenove exec as new head of wealth management
Karan Sejpal will take on the newly created role of head of wealth management.
Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments
Greig Townsend joins as CBO to lead the Bank’s growth strategy.
RBC Brewin Dolphin intermediary head exits
Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.
Thryve Wealth Management Names Former Strive CIO as Co‑Founder and Chief Investment Officer
“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K
JP Morgan Private Bank Adds Andrew Portillo in Miami
Portillo is a lawyer specialized in tax and corporate law, with experience in local and international tax structuring for companies and family wealth
Adrian Edwards Promoted to Partner at MASECO Private Wealth
Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.
BCV undergoes fund management reshuffle
As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.
Ex-SJP marketeer joins leading outsourced firm as commercial director
During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.
Geneva wealth management stalwart set to retire
Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.
RBC Wealth Management adds to Jersey team
In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.