10/25/2023
German group overhauls Swiss private banking management
Widespread changes are being made to the team at the Zurich subsidiary of Frankfurter Bankgesellschaft, the private bank of the German Sparkassen finance group.
Executive Moves
10/25/2023
Plume Strengthens Executive Leadership Team with Key Appointments in Marketing and Revenue
Plume appoints new Chief Marketing Officer and Chief Revenue Officer
10/25/2023
Evelyn Partners bolsters Nottingham office with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Andrew Moat as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands.
10/24/2023
Ron Kalifa joins Brookfield
Says Kalifa: “The global financial system is at an inflection point, with macroeconomic trends driving a sector transition that requires scale capital and deep operating expertise."
10/24/2023
Capital Group Hires Ex-UBS Asset Management Executive
In the last few years, we’ve made significant strides in supporting more investors across Asia and Europe to meet their long-term financial goals.
10/24/2023
Bradley Andrews appointed CEO of sustainability consultancy SLR
The leadership transition follows SLR’s majority sale to private equity firm Ares in the middle of last year
10/24/2023
Eric Sartoreli joins Valcon UK as technology partner
He joins as a partner.
10/24/2023
Hugh James expands Private Wealth Team amidst ongoing growth
The firm’s proficiency also covers advising business owners in sectors
10/24/2023
Ari Towli leaves Morningstar Wealth a year after takeover
The senior portfolio manager departs after a decade at the firm previously known as Smart Investment Management.
10/24/2023
AJ Bell promotes Ryan Hughes to lead MPS and multi-asset proposition
Takes on investment director role
10/24/2023
Lombard Odier Turkey market head joins Zurich family office
Alexander Lips and Jean-François Enz have both left Lombard Odier.
10/24/2023
Brookfield appoints vice chair and head of financial infrastructure
Brookfield Asset Management has hired Sir Ron Kalifa has vice chair and head of financial infrastructure investments.
10/24/2023
Deutsche Bank hires Credit Suisse’s technology chief Joanne Hannaford
German lender poaches again as it places technology as a 'priority' for the bank
10/23/2023
Michael Green appointed new President and Group Chief Executive Officer
He is currently General Manager of the Bank’s operations in Sweden.
10/23/2023
Ex-Credit Suisse IT Boss Lands a New Top Job
UBS has already filled the vacancy.
10/23/2023
Top GAM heads resign amid senior reshuffle
David Dowsett and Jeremy Roberts
10/23/2023
Fixed income sales chief exits Vontobel AM in restructuring
The asset manager has brought all of its client portfolio management teams together into a single unit.
10/23/2023
CGWM appoints Geoff Marson as Lead Fund Manager in Guernsey
He joins the firm from Odey Wealth, where he has served as Managing Director and Fund Manager for the past 16 years.
10/23/2023
CGWM appoints Geoff Marson as Lead Fund Manager in Guernsey
He joins the firm from Odey Wealth, where he has served as Managing Director and Fund Manager for the past 16 years.
10/20/2023
Richard Howells joins LSL from Sesame
Howells joins LSL from Sesame where his most recent role was chief operating officer.