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Crestbridge Family Office Services appoints Client Director

He will also oversee the management of a broad range of trust and corporate structures holding a wide range of assets.

Guernsey Finance appoints new Acting Chief Executive

Guernsey Finance is a joint government and industry initiative that is tasked with promoting and connecting Guernsey as an international finance centre in key markets.

FNZ appoints Dame Alison Rose as Chair of FNZ UK and FNZ Group Board member

Alison Rose will work closely with FNZ’s Boards to accelerate the company’s strategy and support its commitment to making investing more accessible to more people worldwide.

Campbell Lutyens appoints MD for GP capital advisory practice

Gore-Randall joins from Legal and General where she led its GP stakes programme

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

Edmond de Rothschild creates private markets distribution team

The new appointments include the overall head of private markets distribution, Robbert Zoet.

Lesley-Ann Morgan appointed Global Head of DC

Morgan will spearhead global DC client growth as L&G strengthens its market-leading position.

Raymond James £20bn UK wealth architect Cynthia Poole to retire

Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.

New senior appointment will accelerate BW SIPP transformation

He will ensure our offerings remain competitive, compliant and aligned with Consumer Duty outcomes, while leading a specialist team focused on proposition development and supplier management.

PortfolioMetrix appoints new CEO and senior team

He will replace founder Brandon Zietsman who will take on the role of executive chair.

Prominent Departure at the Top of Swissquote

There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.

Mattioli Woods founder steps back as Mann becomes CEO

In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.

Julius Baer announces new leadership for its home market Switzerland

Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026

ZKB Asset Management appoints new Head of Index Solutions

He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026

Freiburg Cantonal Bank: COO resigns

The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

Osmosis strengthens leadership with new hires

He is set to lead the firm’s next phase of systematic research and product innovation.

Unity Trust Bank promotes Kiran Samra to chief risk officer

Joining Unity Trust Bank in 2018 from Co-operative Bank, Samra has served as head of operational risk since 2022.

Bitcoin Suisse announces new client chief

Roman Przibylla is the latest addition to Bitcoin Suisse, assuming the role of group chief client officer.

Santander UK appoints HSBC's Gail Russell as head of everyday banking

Russell brings over two decades of banking experience to Santander UK and previously spent nine years at HSBC in various leadership roles.

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