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Former UBS Executive Joins Lombard Odier

Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.

New hire strengthens private wealth team at independent firm Praxis

His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.

Fidelity International global bond CIO to exit

The fund giant brings in experienced investor to fill position on EMD in wake of many changes in the unit.

CFO of Hargreaves Lansdown steps down as financial services firm transitions from public into private ownership

The financial services firm will delist on 25 March 2025 following its £5.4bn takeover by a private equity consortium.

New directors and new offering at Grant Thornton’s South East team

Tatiana Gullan, Heather Boden, and Tom Harrison will take on key roles in the firm’s South East office to support the area’s dynamic business landscape while helping grow and upskill the regional team of financial experts.

Trio of additions to Dorset wealth management firm

He specialises in wealth management, equity release, and retirement planning.

Principal Asset Management names global real estate head

He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.

Evelyn Partners names financial planning director for London team

She joins from Satis Wealth Management

Ex-BNP Paribas WM market head joins Top 50 IAM

Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.

Former M&G CIO Jack Daniels joins Bowmore Wealth Group as chairman

Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.

Top 50 IAM recruits wealth planning head from BIL

Novum Capital Partners is a multi-family office founded in 2018.

Blue Owl Capital appoints new global head of Family Capital

Blake joined KKR in 2014, leading Family Capital initiatives in EMEA and Asia.

Hedge fund Schonfeld hires FX quant head in London from Millennium

Helder Antunes has joined Schonfeld as head of quantitative resources and development for macro and fixed income.

Maples Group Expands UK Fiduciary Team With Securitisation Hire

The Maples Group is pleased to announce the expansion of its UK fiduciary team, with the hire of structured finance specialist Shohel Ali.

Quilter Cheviot Europe appoints Morgan Whelan as relationship and investment manager

He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.

Oliver Bourke appointed Chair of CISI Accredited Financial Planning Firm™ steering committee

Oliver Bourke is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Fellow of the CISI

Aberdeen Adviser appoints Max Rothery as chief marketing officer

Rothery said he was excited to join at a key moment for the business.

Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale

They will join Brooks Macdonald on 1 July 2025.

Daniel Gentsch appointed Chairman of EY Switzerland

The long-standing partner of EY will take over his new role on April 1, 2025

CCLA makes appointments to investment & client relationship teams

John McDougall and Eoghan Reid joined CCLA’s equities investment team as Global Equity Analysts.

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