7IM appoints north-west business development manager
In her new role, she will work with financial planners across the north-west to identify opportunities for 7IM to deliver tailored investment solutions.
Executive Moves
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Schwyz-Based Wealth Manager Secures Another Team
The independent asset manager, Alpen Partners, has recruited a new private clients services team.
Former Credit Suisse Top Manager Joins Swiss Private Bank
Philipp Wehle will become a partner at Swiss Private Client Bank at the beginning of March 2025
Lakefield Partners appoints new senior RM
Lakefield Partners further expands its team and Brazilian presence with new senior relationship manager Carolina Gomes Ferreira.
Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly
Oliver will join the Group Executive Committee and report to Richard Oldfield, Group Chief Executive.
ZEDRA appoints David Mungall to drive growth in Cayman Islands Funds, Corporate and Private Client Business
He has a passion for strategy, solutions, innovation and FinTech, having previously led operational strategy analysis and implementation for a large, global fund and fiduciary solutions provider.
Stewart to lead new 'midway' family office from Robertson Stephens
Target clients are seeking something different from traditional offerings.
Ex-Coutts boss Morley joins UK challenger bank
Michael Morley, who also previously led Deutsche Bank’s UK arm, will join the board of digital-first bank Monument.
BEA's Jaye Chiu: building Singapore and banking on EAMs
The Hong Kong-based private bank is setting its sights on growing its international market share, while deepening its connectivity to onshore China.
Barclays appoints two new senior hires into its Financial Sponsors Group
Isobel van Daesdonk and Scott Willard join Barclays as Managing Directors within the Americas Financial Sponsors Group
Aargauische Kantonalbank: Change in Management
Evelyn Meier will take up her position at the beginning of July 2025.
Jatin Patel joins Barclays UK Executive team
This appointment reinforces Barclays’ commitment to deliver on the bank’s strategy and financial commitments as part of its three year plan.