04/02/2025
Beckett IM changes leader as it buys advice firm
Gavin Wood replaces Ian White as managing director of the boutique as it completes the purchase of Suffolk-based financial planning firm Green Rose
Executive Moves
04/01/2025
Oak Group celebrates 12 promotions across its global offices
These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.
04/01/2025
Private bank Cité Gestion appoints four partners
All of the newly-promoted partners are experienced private bankers.
04/01/2025
Marcuard Heritage hires former Credit Suisse HR specialist
The election of a new Board member underscores this ambition.
04/01/2025
UBS GWM names investment management head in reshuffle
Bruno Marxer is to retire after more than 35 years in the industry.
04/01/2025
Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey
The appointment is effective from 1 April 2025.
04/01/2025
Former Schroders head of UK to join SJP as CEO of wealth management
The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).
04/01/2025
FINMA Executive Board: Birgit Rutishauser to leave FINMA
FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.
04/01/2025
Quilter appoints Cat McInally to further strengthen technical support for advisers
She joins the business in a new role supporting advisers across the north of the UK.
04/01/2025
Aberdeen Investments poaches John McCareins from Northern Trust
In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise
03/31/2025
Financial Planning Standards Board seeks candidates for 2026 board of directors
Nominations must be submitted by Friday, 2 May 2025
03/31/2025
J Safra Sarasin's portfolio manager Godziek is digging beyond AI
As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.
03/31/2025
Ex-Amundi Switzerland CEO joins asset management consultancy
Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.
03/31/2025
Hampden Bank chair Simon Miller to retire from the board
David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.
03/31/2025
Aberdeen Investments appoints John McCareins as chief client officer
He joins Aberdeen from Northern Trust Asset Management, where he was executive vice president and head of international.
03/31/2025
Nucleus strengthens financial leadership team with two new roles
Both roles are newly created, strengthening the Finance team as Nucleus continues to invest in its leadership talent to reflect its growth.
03/31/2025
Waverton chair David Rosier retires
After a seven year stint as chairman of Waverton, Rosier stepped down as the firm integrated into W1M.
03/28/2025
Vanguard appoints Spain country head for ‘official market entry’
He will report to Simone Rosti, head of Italy and Southern Europe
03/28/2025
L&G appoints Andy Parsons and Lois Day to the Mastertrust Trustee Board
Andy and Lois join the trustee board with the L&G Mastertrust having recently surpassed £30bn in assets under management, growing by a third in under two years.
03/28/2025
Simplybiz brings in former M&G Wealth Advice boss Tom Hegarty as CEO
He established the M&G Wealth Advice Academy in 2021, demonstrating his commitment to nurturing new talent within the sector and increasing accessibility of advice for consumers.