07/21/2023
Top 30 star Kate Capocci exits Evelyn Partners
The private client investment manager departs after almost eight years to become an independent consultant for sustainable investment.
Executive Moves
07/21/2023
MHA selects Lee van Houplines as partner in Manchester
Lee has decades of experience advising businesses of all sizes, from fast-growing startups and established owner-managed businesses to private equity backed companies and subsidiaries of multinational PLCs.
07/21/2023
Nomura poaches Vanguard EM bond specialist for assistant PM role
Magashlin Chetty joins Nomura Asset Management as an executive director and portfolio manager in its emerging markets fixed income team.
07/21/2023
Janus Henderson is Excited to Announce New Hires to its Equities Team
Returning to Janus Henderson, the firm is delighted to welcome Marc Pinto back as Head of Americas Equities.
07/20/2023
Senior PM exits Fisch Asset Management after 15 years
Manager of the Fisch Convertible Global Defensive Fund and Fisch Convertible Global IG, Klaus Göggelmann, left the firm last month.
07/20/2023
Head of sustainable investment analysts leaves Credit Suisse
He joins M&G Investments.
07/20/2023
Reyl Group poaches Mirabaud PM for senior research role
The former analyst and portfolio manager Nicolas Bürki worked 18 years at Mirabaud.
07/20/2023
Two become one in Deutsche’s latest private banking plan
From his newly elevated position, de Sanctis will oversee a brand-new organizational structure.
07/20/2023
Brooks Macdonald strengthens senior leadership team with the appointment of Louis Petherick as Group Chief Risk Officer
He joins Brooks Macdonald from FNZ UK, where he is Chief Risk Officer.
07/20/2023
Quilter Cheviot expands national footprint with new business development hires
Finally, the company has made a further addition to the team who will focus on managing relationships with National and Network advice firms.
07/20/2023
Schroders appoints new Co-Heads to its global Client Group
They will work closely with the investment teams with the aim to deliver the best investment outcomes for clients, and collaborate across the business to provide superior support to clients.
07/20/2023
Over 100 Promotions At JTC As Part Of Mid-Year Cycle
Both Cameron Vail (Fund Services) and Paul Fosse (Banking and Treasury) have been made Group Directors in JTC’s offices in Austin and Jersey respectively.
07/19/2023
Brown Shipley Leeds and Birmingham heads exit in regional ‘realignment’
The heads of two of Brown Shipley’s branches have left the private bank as part of a wider reorganisation which is set to see further redundancies.
07/19/2023
Evelyn Partners appoints Head of Technology and Transformation Services
He has extensive experience helping businesses simplify their operations through process improvement and redesign, and custom and off-the-shelf tech deployments.
07/19/2023
Stonehage Fleming announces Jersey promotions
She provides advice and support to families and their advisers around the globe, aiding the management and coordination of their financial needs.
07/19/2023
Seventh Investec W&I director joins Close this year
Gary Callow joins Close Brothers Asset Management’s Birmingham office, making him the firm’s seventh hire from Investec W&I since the start of 2023.
07/19/2023
AI-driven MPS firm hires UBS and SimplyBiz veterans for sales push
Model portfolio service provider Collidr brings Tim Dingemans and Davinia Rogers on board as sales directors.
07/18/2023
Ruffer CFO and European manager among raft of senior exits
CFO Michael Gower and European fund manager Claire Titmarsh have left the boutique alongside other senior staff members.
07/18/2023
Hargreaves Lansdown chair rumoured to have resigned under pressure
Reports are circling regarding Deanna Oppenheimer's position
07/18/2023
Fixed income PM due to depart from Top 50 IAM
Portfolio manager Dieter Höfert has worked at Sound Capital for more than 10 years.