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Executive Moves

09/12/2024

Katherine Jones appointed as Chief Financial Officer

Katherine has extensive experience in financial services and a strong track record of leadership and driving financial performance.

09/12/2024

EFG Bank von Ernst names new head of intermediaries

Ruurd Boomsma and Luca Ritter join EFG Bank von Ernst as part of its intermediary expansion.

09/12/2024

Indosuez WM expands relationship management teams

Ezgi Bosson-Cagdas, Marcelo Rezende and Renzo Peroni have joined Indosuez Wealth Management.

09/12/2024

Amundi - Appointment of Francesco Sandrini

Amundi announces the appointment of Francesco Sandrini as Chief Investment Officer of Amundi Italy.

09/12/2024

Amundi - Appointment of Philippe d’Orgeval

Amundi announces the appointment of Philippe d’Orgeval as Deputy Group Chief Investment Officer*.

09/12/2024

Evelyn Partners strengthens tax offering with Manchester director appointment

Based in Evelyn Partners’ Manchester office, Gary will provide end-to-end tax advice across the business lifecycle.

09/12/2024

Rocq Capital appoints Investment Manager

CJ said: “I’m delighted to join Rocq."

09/11/2024

Federated Hermes opens first Swiss office and recruits ex-Credit Suisse client coverage chief

Federated Hermes has named Pascal Weber as a director - business development for Switzerland.

09/11/2024

Praxis appoints Head of Private Wealth & Corporate Services, BVI

She will oversee the day-to-day operation of the BVI office and support the development of the Group’s BVI offering globally

09/11/2024

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

09/11/2024

Ryden appoints new property management partner in Edinburgh

Derek Tillery, head of property management at Ryden, said, “Stuart’s recruitment is an important milestone for our team.

09/11/2024

Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership

With over 25 years of experience, Sasha has also held senior roles at Schroders, Rothschild & Co, and Canaccord Genuity

09/11/2024

Carmignac Expands Swiss Presence

Fuchs will report to Jens-Daniel Hauske

09/11/2024

BlackRock hires Geneva-based SocGen private markets exec

Aurélie Maillard has previously worked in portfolio management and private banking

09/11/2024

Collas Crill Trust expands team with appointment of Director

Greta was appointed as Chair of the STEP Guernsey Branch in 2023

09/11/2024

Progeny hires ex-Tenet head to new role

Tenet Mortgage Solutions ceased to trade but had not entered administration

09/10/2024

Arbuthnot Latham gains director in its wealth management team

Taylor joins from Canaccord Genuity Wealth Management where he was key in portfolio management services.

09/10/2024

RSM UK appoints new private client tax partner for UK and offshore

She was previously head of private client tax at Blick Rothenberg, overseeing significant growth of its tax team.

09/10/2024

Aviva appoints fund manager to European Real Estate team

She has also held positions at BNP Paribas Real Estate and Generali Real Estate

09/10/2024

Supermarket Income REIT adviser’s CIO to step down

Steven Noble to pursue new role at Assura

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