05/13/2026
Global Wealth Visionary Dr. Anna Maria Panasiuk Appointed to Prestigious Forbes Finance Council
Dr. Anna Maria Panasiuk was selected by a review committee based on the depth and diversity of her experience.
05/13/2026
Dr. Anna Maria Panasiuk was selected by a review committee based on the depth and diversity of her experience.
05/13/2026
Her responsibilities will include overseeing transformation and integration programmes, supporting long-term growth plans and developing leadership capability across the business.
05/13/2026
Annelis Lüscher Hämmerli, the former CFO of the Helvetia Group, will take over as chair.
05/13/2026
Tom specialises in tax and estate planning for individuals and families whose personal and business interests are closely connected.
05/13/2026
The appointment comes as the consultancy reaffirms its commitment to providing independent advisory services to clients around the world.
05/13/2026
He began his career at Deutsche Bank AG in Frankfurt. He then worked for DWS as a trader of stocks, funds, and derivatives.
05/13/2026
The mandate will be managed by Andrew Balls alongside an experienced team of senior portfolio managers and analysts.
05/13/2026
Benjamin will join Aztec Group on 1 July and succeeds Sean Hagerty
05/13/2026
Steve brings more than 30 years' experience in financial services, joining from Mercer, where he most recently led Private Wealth in the UK.
05/13/2026
Based in London, Carlos will report into Patrick Marshall, CIO and Head of Private Credit.
05/12/2026
Alonso was Head of Clients for Europe and the Middle East at the alternative asset manager Patria Investment
05/12/2026
EFG International CEO Giorgio Pradelli is to assume the role in September 2026. He will remain CEO of EFG International.
05/12/2026
John Hourican is a highly experienced CFO with more than three decades of international experience across investment banking, retail banking and consumer finance.
05/12/2026
Appointment of Sebastian Maerker further strengthens the firm’s Frankfurt-based debt capital markets offering
05/12/2026
Sophie Freemantle has more than a decade of industry experience
05/12/2026
Jake Thomson and William Lough join
05/11/2026
His appointment strengthens Saffery’s ability to serve the complex needs of financial services businesses and creates new opportunities for cross-referral partnerships with wealth management firms, advice networks and financial intermediaries.
05/11/2026
McLaren and Lawson will form a senior technology leadership team focused on advancing AI and agentic AI capabilities across the platform.
05/11/2026
The company has also appointed Niamh Hunter as office support executive to help support day-to-day operations at the Manchester headquarters.
05/11/2026
He also co-founded Harwood Wealth Management, leading the business through its AIM listing, and currently serves as a director at Harwood Capital Management.