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Executive Moves

01/27/2025

ZKB hires thematic fund manager duo

Clément Maclou and Luca Menozzi are the newest recruits at Zürcher Kantonalbank.

01/27/2025

UI efa appoints two new Business Development Directors

Causevic comes to UI efa with over a decade of experience in the financial services industry, specialising in alternative assets and capital markets.

01/27/2025

Oddo BHF wants to become even more involved in the M&A business

Oddo BHF has appointed a new Global Head M&A.

01/27/2025

Concentric welcomes three experienced investment professionals to Wealth Team

This is a significant step forward for our Wealth team

01/27/2025

Investec strengthens Financial Intermediaries team across the Crown Dependencies

My focus is to build on the strong foundations established over the last 15 years

01/27/2025

A new partner and six new counsel at Schellenberg Wittmer

Thanks to extensive professional experience from various functions

01/24/2025

Ruffer to cut a dozen more UK roles

The latest round of redundancies follows the 20 UK jobs that went last year.

01/24/2025

Valvest brings in real estate specialists

Frédéric Mathier is joining the subordinated mortgage team at Valvest Advisors .

01/24/2025

Octopus Investments Appoints Co-Heads of Retail Investments

Kristy Barr joined Octopus as Distribution Director in September 2021, bringing extensive experience in sales and client management within the asset management industry.

01/24/2025

Schroders Capital names Minal Patel as Global Head of Infrastructure

In this newly-created role, Minal will lead Schroders Capital’s global infrastructure business and, alongside the wider senior team, set the global strategy.

01/24/2025

Moore Barlow welcomes new private wealth partner

Sonia’s credentials include her qualification at Coffin Mew LLP in 1999 and full STEP membership since 2009.

01/24/2025

Lazard promotes nine managing directors in Europe — here are the names

Investment banks have increased the number of employees in their annual promotion rounds

01/23/2025

Transact names new CEO as Jonathan Gunby retires

Current chief development officer Tom Dunbar will take over as CEO of Integrated Financial Arrangements – the operator of the Transact platform.

01/23/2025

Brown Shipley bolsters Nottingham team with appointment of Thomas Clarke as Client Advisor

Clarke joins from Woodgate Financial Planning, where he was a Financial Planner.

01/23/2025

Pictet Wealth Management appoints Giuseppe Patara as Head of Multi-Asset Europe

Before joining Pictet in 2022, Patara built a solid career during 16 years at Credit Suisse.

01/23/2025

abrdn: New Business Development Director Joins From CS

In her new role, Bouhmida will concentrate on the large client segment.

01/23/2025

Walkers welcomes senior counsel to Jersey office

She specialises in non-contentious trust, foundation and family office matters for high-net-worth and ultra-high-net-worth clients.

01/23/2025

New Head of Private Banking for Investec in the Channel Islands

She is based in Guernsey and leads the business across the Crown Dependencies.

01/23/2025

Praxis announces new senior finance appointments

Both Chartered Accountants with extensive financial leadership experience, they are well-placed to guide Praxis through the next phase of its growth.

01/23/2025

Brown Advisory names heads of UK private clients and international business

This follows Quintin Ings-Chambers’ appointment as head of International Business

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