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
Executive Moves
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.
07/12/2024
Johnston Carmichael names new senior partner and CEO
Chair Mark Houston has become the firm’s senior partner, while former vice chair Lynne Walker has been named as CEO.
07/12/2024
UBS wealth manager joins Rothschild & Co
Alonso Pastor joined the firm in June as a client executive in the Zurich wealth management division.
07/12/2024
Zug family office rebrands and hires investment MD
GVO Asset Management has rebranded as GVO Advisory.
07/11/2024
Wycombe MP Emma Reynolds confirmed as new pensions minister
Yesterday evening, it was announced that Reynolds had been appointed to “a ministerial role” in both the Treasury and the DWP.
07/11/2024
Designated private banking boss will not join LLB
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
07/11/2024
Lead PM exits Swiss small- and mid-cap funds as boutique reshuffles
Ronald Wildmann left Serafin Asset Management at the end of June.
07/11/2024
Canaccord Genuity appoints Brewin investment director
Lorraine Armstrong joins as senior investment director
07/11/2024
Important Offshore Banker Leaves Lombard Odier
Another manager, Philipp Haverkamp, is also leaving.
07/10/2024
Julius Baer appoints Patrick Prinz as new head of the Swiss market
In the Bank’s home market, he will be responsible for all local Swiss business teams in German- and French-speaking Switzerland as well as for the implementation of strategic market initiatives.