03/20/2025
Hargreaves Lansdown CFO to step down following takeover
Recruitment is underway, and Stirling will remain with the business to provide sufficient time for a successor to be appointed.
Executive Moves
03/20/2025
Lemanik to focus on small, mid-sized asset managers: Xavier Parain
Parain’s top priority is to solidify relationships with clients, ensuring that service quality remains central during the transition.
03/20/2025
New group CEO for Rathbones as Stockton announces retirement
Stockton, who took on the role in 2019, will step back on 30 September.
03/20/2025
Ex-EFG AM bond fund manager joins VC firm as CEO
Roberto Matta joins new venture capital firm Evoleen Invest as its chief executive officer, with plans to launch an inaugural fund imminently.
03/20/2025
Principal Asset Management announces real estate hire
He will work across teams on capital allocation strategies and will also lead the real estate global research team with responsibility for delivering the house economic and real estate views to clients.
03/20/2025
Ocorian Promotes 22 in Jersey
The promotions highlight Ocorian’s ongoing growth
03/20/2025
Ocorian appoints Global Head of Partnerships to help drive growth
She joins Ocorian from Restitution Capital, a litigation impact funder, where she was Head of Investment.
03/20/2025
Swiss Life Asset Managers: New Head Real Estate
His predecessor, Per Erikson, will join the Group Executive Board as Group Chief Investment Officer.
03/20/2025
Jon Pliner succeeds Craig Baker as Towers Watson CIO
Baker will take a ‘more external, market facing’ role managing the firm’s strategic relationships
03/19/2025
Invesco appoints new head of client solutions to ‘simplify global structure’
Georgina Taylor will drive the strategic focus of its multi-asset range, as well as managing 12 funds worth £1.1bn herself
03/19/2025
Sparrows Capital makes double BDM hire
Paul Fox and Michelle Liseli join
03/19/2025
Former UBS Executive Joins Lombard Odier
Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.
03/19/2025
New hire strengthens private wealth team at independent firm Praxis
His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.
03/19/2025
Fidelity International global bond CIO to exit
The fund giant brings in experienced investor to fill position on EMD in wake of many changes in the unit.
03/19/2025
CFO of Hargreaves Lansdown steps down as financial services firm transitions from public into private ownership
The financial services firm will delist on 25 March 2025 following its £5.4bn takeover by a private equity consortium.
03/19/2025
New directors and new offering at Grant Thornton’s South East team
Tatiana Gullan, Heather Boden, and Tom Harrison will take on key roles in the firm’s South East office to support the area’s dynamic business landscape while helping grow and upskill the regional team of financial experts.
03/18/2025
Trio of additions to Dorset wealth management firm
He specialises in wealth management, equity release, and retirement planning.
03/18/2025
Principal Asset Management names global real estate head
He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.
03/18/2025
Evelyn Partners names financial planning director for London team
She joins from Satis Wealth Management
03/18/2025
Ex-BNP Paribas WM market head joins Top 50 IAM
Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.