07/02/2024
Ex-Smith & Williamson CEO David Cobb parts ways with Evelyn
Cobb steps down after nearly forty years with the business, during which time he oversaw the merger of Smith & Williamson with Tilney that created Evelyn.
Executive Moves
07/02/2024
Tellco Bank relies on Credit Suisse know-how
Tellco Bank, which specializes in pension solutions and is based in Schwyz and has offices in Zurich and Lausanne, is filling several management positions.
07/02/2024
Walkers continues to invest in talent with 29 senior legal and professional services promotions
The 12 senior promotions in the professional services division reflect increasing demand worldwide
07/01/2024
Oakglen Wealth appoints Jersey Managing Director
In this piece we bring to you the news of our new Managing Director Appointment in Jersey, as David Baker steps down for retirement and passes on the baton to Allan Stewart.
07/01/2024
Bank Avera: Promotions
The Board of Directors and the Executive Board have decided on the following promotions and appointments as of July 1, 2024
07/01/2024
REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.
Under François Reyl's leadership, REYL & Cie has expanded from an authorised securities dealer with 15 staff in Switzerland to a fully licensed Bank with 400 employees, an international presence and a diversified business scope.
07/01/2024
Financial Services Group GSB launches debt and equity capital markets division: GSB Capital
Grant Bergman heads up the new division as Global Head of GSB Capital
07/01/2024
Stonehage Fleming Appoints Pran Naidu As Senior Analyst in Global Best Ideas Equity Team
Pran joins from Melville Douglas Investment Management, where she was a senior global equity analyst and co-fund manager.
07/01/2024
Crestbridge Family Office Services strengthens senior central team to sharpen focus on growth
The growth of Crestbridge FOS’ central team comes at a pivotal time for the firm, which marked its tenth anniversary last year and is now embarking on a new and ambitious growth journey as a fully independent and private business.
07/01/2024
M&G plc Board changes
Paul Evans appointed as Non-Executive Director
06/28/2024
FNZ appoints Enrique Sacau as CEO for Europe
Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic expansion
06/28/2024
Accenture taps new leader for UK and Ireland insurance sector
Tech expert brings over two decades of experience across various industries
06/28/2024
Evelyn Partners appointed administrators of life insurance broker Dead Happy Limited (‘Dead Happy’)
The Company grew to a revenue of £2.5m by 2023, with more than 25,000 active customer policies.
06/28/2024
Pinsent Masons appoints Scottish partners as global sector heads
Maguire is a transactional construction specialist focused on energy projects in the UK and overseas, advising clients on procurement and contracting strategy implementation.
06/28/2024
New MD James Wiseman to lead strategic growth at Praxis Guernsey
James, who was educated in Jersey and spent the first 20 years of his financial services career there, has returned to the Channel Islands with his family.
06/28/2024
Island's financial regulator chairman retires
In its proposal for Mr Aspden's potential appointment, P&R said he was a financial professional with vast experience.
06/27/2024
Head of Zurich's Oldest Private Bank Steps Down
Eric Steinhauser resigns from his role as CEO of Rahn+Bodmer and departs from the company.
06/27/2024
Federal Council appoints Martin Schlegel as Chairman of SNB Governing Board
He previously worked in various positions at the SNB, including as head of the SNB's branch office in Singapore.
06/27/2024
Close Brothers CIO and head of bespoke exit firm in restructure
Robert Alster and Giles Marshall leave as the company enters ‘a new phase of strategic development’
06/27/2024
KKR private wealth director leaves
Andrew Cocks has left KKR, after joining the firm from Blackstone in0 2021.