07/04/2025
J. Stern & Co. opens new Frankfurt office, appoints Andreas Krebs as Head of Germany
The Stern family returns to Frankfurt after two centuries while Krebs joins J. Stern & Co. from Mandarine Gestion.
Executive Moves
07/04/2025
Katrina Johnson named Head of North Region at Brown Shipley
Johnson will also be part of the Brown Shipley Executive Committee.
07/04/2025
Etops Announces Andrea Bosetti as New Group Chief Financial Officer
A seasoned finance executive who brings over 25 years of experience in wealth management technology and financial services.
07/04/2025
DWS hires Benjardin Gärtner as global head of equities
Gärtner joins Deustche Bank’s asset management arm from German rival Union Investment.
07/04/2025
Vistra appoints Kim Jenkins as Group Chief Executive Officer
Kim’s career spans financial services, technology, and data, with leadership roles across Africa, Australia, India, and Europe.
07/04/2025
Weatherbys Private Bank appoints London team head
Nick Manduca brings 15 years of investment experience to his new role.
07/04/2025
PK Rück Appoints Successor to long-standing CFO
The Chief Digital Officer has also been appointed to the Executive Board.
07/04/2025
AllianzGI direct lending boss takes charge of M&G impact boutique
Rochus Mommartz is retiring and passing the chief executive hotseat of Responsability to Nadia Nikolova.
07/03/2025
Fideuram AM rings leadership changes as CEO moves to private bank
Davide Elli has moved to a senior position at Fideuram – Intesa Sanpaolo Private Banking, while Luca Anzola and Chiara Mauri have landed promotions.
07/03/2025
Allfunds appoints Daniel Jesus Alonso as new Head of US
In this role, he led investment product strategy, development, and distribution for international clients.
07/03/2025
Vontobel appoints Head Human Resources
She joins Vontobel from Zuger Kantonalbank
07/03/2025
Canada Life appoints Emma Watkins as UK CEO
During her tenure, she built a £6bn bulk annuity business, modernised annuities operations and led the optimisation and growth of the annuity portfolio.
07/03/2025
BNP Paribas: appointments within the Group’s asset management activities
They will report to Renaud Dumora, Deputy Chief Operating Officer of BNP Paribas, Head of Investment & Protection Services (IPS) and Chairman BNP Paribas Cardif.
07/03/2025
17 promotions across Saffery Trust
The promotions, effective from 1 July, see Guernsey’s Claire Bufton promoted to Finance Director and Sharon Coburn to People & Culture Director.
07/03/2025
IQ-EQ announces new appointments in Singapore and Japan
Based in Singapore, Divya will leverage his extensive industry connections to grow IQ-EQ’s client base and deepen ties with family offices, institutions and sovereign wealth funds.
07/03/2025
Deutsche Bank hired a London data MD & its ex-chief data officer resurfaced in Italy
She was formerly a transformation MD at NatWest Markets, and head of front office controls and conduct transition at RBS.
07/02/2025
Wealthtime's Lucy Bristow leaves CCO role at platform
Bristow, who held the role of CCO for just over two years, left the business last week.
07/02/2025
Stonehage Fleming Announces Director Promotions Across Group
The new cohort of Directors are accompanied by 12 promotions to Associate Director, 16 promotions to manager and 25 promotions to Senior Associate across the Group’s offices and services.
07/02/2025
Azets welcomes new private client tax partner to Edinburgh office
The proposed changes to inheritance tax are giving clients major cause for concern, particularly in relation to pensions and succession planning.
07/02/2025
Praxis appoints Ciaran O’Neill as MD to lead Guernsey Private Wealth team
In his new role, he leads the Guernsey team in delivering private wealth and corporate services, with a particular focus on long-term client relationships, cross-border structuring, and sound governance.