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Executive Moves

09/23/2024

Fund manager Leigh Himsworth leaves Fidelity after a decade

The UK stockpicker parts ways with Fidelity to pursue other opportunities.

09/23/2024

Management changes at Handelsbanken

Catharina Belfrage Sahlstrand will remain as part of the Executive Team in the role of Head of Handelsbanken Sustainability.

09/23/2024

PKF Smith Cooper welcomes new Private Client Manager, celebrating 63 new hires in 2024

He has a vast amount of experience in tax planning

09/23/2024

Robeco names Swiss sales boss in triple appointment

New Swiss sales head Carolin Hefele is joined by two new senior sales managers.

09/23/2024

Quilter, Abrdn and others join body to 'give voice' to platform sector

It will be headed up by Keith Phillips as CEO, formerly an executive director at TheCityUK, British Bankers’ Association and The Investment Association.

09/23/2024

Premier Miton hires ex-Quilter director as COO

She is also a member of the senior management team responsible for the strategic direction of Premier Miton.

09/20/2024

PRI appoints new Marketing and External Affairs Executive

He will take on executive leadership of the newly formed Marketing

09/20/2024

Two new businesses join PIB Group Italy

The two businesses are the third and fourth PIB has purchased in Italy following Area Brokers Industria in 2023

09/20/2024

International Wealth Manager Hires CS Executive for Turkish Market

Arzik is moving from Credit Suisse to Marcuard Heritage.

09/20/2024

Change in leadership at the Zurich Bankers Association

Switzerland's financial sector is in excellent shape and remains the global leader in cross-border wealth management, said President Daniel Hunziker.

09/20/2024

Ex-Charles Stanley CIO takes new JM Finn investment role

Jon Cunliffe returns to wealth management as head of investment office at JM Finn three years after leaving Charles Stanley.

09/20/2024

Sucden Financial Appoints Director of Regulatory and Financial Risks

Prior to joining Sucden Financial, Bruno held the position of Chief Financial Officer UKMEA for FNZ Group.

09/19/2024

EBRD appoints new Managing Director for the SEMED region

He will take up his position on 1 October 2024.

09/19/2024

Spanish bank Abanca appoints new head of investments

The firm hires former Inversis CEO Guendalina Bolis to a senior role in its asset management business.

09/19/2024

Sesame Bankhall hires new director to lead adviser network

The appointment, subject to FCA approval, comes as SBG embarks on a programme of growth and modernisation to become the UK’s leading provider of services to advice firms.

09/19/2024

Bristol financial planning firm The Aspire Partnership names two new partners

Naomi Keith and Ken Hall have a combined two decades of experience at The Aspire Partnership

09/19/2024

Graubünden Native to Spearhead Neue Bank's Ambitions

In his new role, Pfranger can rely on a well-established and experienced team.

09/19/2024

CIO of SocGen’s Swiss private bank resigns

Frédéric-Charles Bois has worked at Société Générale Private Banking Switzerland since 2016.

09/19/2024

Ocorian appoints new Guernsey Private Client Director

He will work with Ocorian’s Business Development colleagues by sourcing and introducing exciting new intermediary contacts with a focus on the Middle East.

09/19/2024

PKF Smith Cooper welcomes new Private Client Manager, continuing the growth of the tax team

He has a vast amount of experience in tax planning, specifically Inheritance Tax planning, trust planning and year-end tax planning, as well as HMRC enquiries, tax compliance and reporting.

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