Skybound Wealth appoints country manager for Spain
Skybound said the appointment reflects sustained demand from expats in the region
Executive Moves
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DASH hires Morningstar wealth exec
In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth.
FAB's global private banking head exits, prompts reshuffle
A leadership change at the Abu Dhabi bank's private banking unit comes as the lender continues to realign its wealth strategy and investment platform.
The Swiss Franc Stablecoin Association appoints an advisory board
A well-known name in the banking sector is also among the board members.
Cazenove Capital appoints Lynsey Carson to drive adviser partnerships across Scotland and the North
Working closely with Simon Cooper, Head of DFM, Lynsey will play a pivotal role in expanding our support for financial advisers and their high-net-worth clients.
7IM appoints Ben Kumar to senior strategy role as advice and policy reform accelerates
In his expanded role, he will continue to contribute to portfolio strategy while leading the group’s public policy positioning, industry engagement and strategic thinking across wealth and investment.
SFE Announce New Chair of Wealth Management Group
With a career dedicated to improving customer outcomes, he is recognised for championing professional standards, driving innovation, and fostering collaboration across the financial services industry.
Quilter appoints Warren Vickers as managing director of Quilter Financial Planning as Steve Fryett announces retirement
Warren Vickers, currently commercial director of Quilter Financial Planning, will succeed Steve as Managing Director and will additionally assume oversight of Quilter’s national advice business, Quilter Financial Advisers.
BNY Wealth names Brian Riley as Global Head of Wealth Business
In his new position, Riley is responsible for setting the strategic direction of BNY Wealth, driving business expansion and enhancing the client experience across the platform.
Ex-UBS executive to join Oddo BHF as deputy CEO
Simone Westerfeld is set to join in late spring, following senior roles at UBS and Basler Kantonalbank.
Sarasin & Partners hires Fidelity veteran as investment head
Fiona O'Neill joins the £17.4bn investment firm after two decades at Fidelity.
Peregrine & Black IM hires investment director from Rathbones
James Codrington spent 14 years at Rathbones