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Executive Moves

07/17/2024

London & Capital Private Investment Office appoints James Barrie as an Executive Director

James brings nearly a decade of experience working with Ultra High Net Worth (UHNW) individuals and families.

07/17/2024

Another Evelyn director heads for LGT Wealth

Rory Whitmore will leave Evelyn’s Birmingham office in October, after nearly a decade at the firm.

07/17/2024

LGT Wealth Management appoints three new members

Amdani joins the firm as a wealth manager with 14 years of financial services experience.

07/17/2024

JFSC welcomes new Executive Director

He will also be responsible for the JFSC’s Marketing and Communications team

07/16/2024

Julius Baer replaces retiring fixed income research head Allenspach

Zurich-based Dario Messi moves into senior role.

07/16/2024

Nedbank Private Wealth appoints new Executive Head of Wealth Management, Simon Gibbons

Simon will report to Stuart Cummins, CEO of Nedbank Private Wealth.

07/16/2024

Chubb Appoints Peter Kelaher Division President of Continental Europe, Middle East and North Africa

20-year industry veteran has led growth of Chubb's commercial and consumer businesses in Australia and New Zealand

07/16/2024

Generational Shift at Liechtenstein Wealth Manager

The Liechtenstein-based asset manager announced on Tuesday

07/16/2024

Dr. Silvio Hutterli elected to the Board of Directors of Bank Cler

He will also take over the chairmanship of the Audit Committee.

07/16/2024

Peter Sleep and David Kerr join family office Callanish Capital

Sleep joins the firm’s London office while Kerr will be based in Glasgow

07/16/2024

Amundi appoints head of developed markets strategy

Prior to that, he was head of credit & emerging market research and head of Asia.

07/15/2024

Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland

Charlotte has also held senior roles at HSBC Private Bank and Investec.

07/15/2024

GQG Partners appoints client portfolio manager

Jonathan Miller was previously head of UK manager research at Morningstar

07/15/2024

Rathbones hires investment director from Evelyn

Richard Robson joins Rathbones after an eight-year stint at Evelyn Partners.

07/15/2024

Invesco announces four promotions in the UK team

Tom Banks has been promoted to head of UK ETFs and will join the UK distribution management team.

07/15/2024

Ninety One hires natural resources team lead

Based in London, he will also lead the natural resources team.

07/12/2024

Wealth Club hires Parmenion fund selector Stell

He joins as an investment manager

07/12/2024

Hargreaves Lansdown names former EY lead as chief operating officer

He is the former senior leader at EY, where he was a consulting partner leading its wealth and asset management transformation offering in the UK.

07/12/2024

Hoxton Capital brings in former Investec director to head up UK business

The UK arm of the business currently has about 10 employees.

07/12/2024

Barbara Stam appointed as CEO of ABN AMRO Asset Based Finance

Barbara brings a broad background in commercial, risk management, restructuring, and credit domain related leadership positions.

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