06/19/2023
Lumin Wealth partners up with Davidson Deem
The firm has particular expertise when it comes to advising high-net-worth individuals including doctors, lawyers, and company directors.
Executive Moves
06/19/2023
Navigation Wealth Management grows team with appointment
He has joined the firm, which has offices in Beverley and Wakefield, from investment management company Charles Stanley, where he was client relationship manager and business development manager for the Beverley area.
06/16/2023
Deutsche Bank hires Plowman from Citi in consumer dealmaking push
The German lender has hired four senior dealmakers in London to bolster consumer coverage
06/16/2023
Nationa IFA Continuum expands Wiltshire team
Hall specialises in retirement planning, post-retirement income options, savings and investment planning.
06/16/2023
Barclays appoints Managing Director in Shareholder Advisory
Mr. Ludwig joins Barclays from Credit Suisse
06/16/2023
Santander appoints CEO of Santander Portugal, as regional head for Europe
Mr Simões will continue in his current position until the 1 September to ensure a smooth transition and will begin his new role in January 2024.
06/15/2023
IQ-EQ Guernsey appointed as directors of Jon Moulton’s investment holding company
Moulton Goodies Limited focuses on direct private equity and venture capital investments across a range of sectors and stages. Its direct investment portfolio consists of more than 80 companies.
06/15/2023
Evelyn joins rush into gilts as recession protection
With two-year gilts yields at their highest level since last year's ‘mini’ Budget debacle, Allianz's Mike Riddell is also buying back in, while Quintet sees more safety in US treasuries.
06/15/2023
Shoosmiths bolsters Energy & Infrastructure team with hire of two new partners
Chris Pritchett, who previously led the energy practice at Foot Anstey, and Levent Gurdenli, who was a partner at Weightmans, have joined the multi-disciplinary practice.
06/15/2023
Nils Frowein joins additiv as CEO from Swiss Life
additiv is a fast-growing, financial solutions company with around 300 employees worldwide.
06/15/2023
Brooks Macdonald names new CFO from Aviva
She was the outstanding candidate in a strong field
06/15/2023
Deutsche Bank hires senior dealmakers from rivals
Citigroup's Aaron Saperstein is also set to join Deutsche Bank in New York as head of diversified financials
06/15/2023
Investec W&I appoints Canaccord IM in Cheltenham office
James Neale joins the firm’s Cheltenham office as investment manager, after five years with Canaccord Genuity.
06/15/2023
Mark Humphries joins Plenitude as non-executive chair
Humphries joins Plenitude at a key moment in its history.
06/15/2023
Legal & General names new CEO
Replaces Nigel Wilson
06/14/2023
DWS's new UK head to further D&I push
The new appointment also sees Hardman become CEO of DWS Investments UK Ltd, subject to regulatory approvals, and join DWS’s global leadership team and the investment leadership team.
06/14/2023
AllianceBernstein makes retail appointments in Germany and Switzerland
The firm, which is planning to grow in the region, has also named its Swiss sales director as head of the firm’s retail business in Switzerland.
06/14/2023
BDO’s Audit Director named as a Next Gen Leader
Josh has recently transferred to BDO in Jersey having worked at BDO in Guernsey for over 8 years.
06/14/2023
Investec banker joins Hampden & Co
Patrick Preece joins the firm’s London office as banking director, after just over a year at Investec W&I.
06/14/2023
Leonteq announces appointment of new Chief Financial Officer
He is succeeding Marco Amato, who will step down at end-August 2023, as previously announced.