09/15/2023
Atomos poaches Fidelity advice policy head
Dawn Mealing joins as financial planning business manager after six years at Fidelity International.
Executive Moves
09/15/2023
Bill Michael joins regtech firm Novatus Global
Bill joins to help the firm accelerate its international expansion and continue to deliver excellent tailored advice and effective RegTech solutions to its financial services clients.
09/15/2023
Adam Montanaro joins Montanaro Asset Management
Adam brings with him a wealth of experience from over a decade spent at abrdn, as an Analyst, Portfolio Manager and more recently as an Investment Director.
09/14/2023
Benchmark strengthens Executive Leadership Team
This appointment highlights the increased collaboration, integration and shared growth objectives for Benchmark and Schroders in the UK, as well as the overall ambitions for Benchmark’s continued strong growth in the adviser market.
09/14/2023
Holborn Assets appoints Ostrick and hires 25 advisers
To meet demand for golden visas
09/14/2023
Oliver Hughes Appointed as Head of International Operations
Mr Hughes has also been appointed to the Executive Committee of TBC PLC.
09/14/2023
Avanade appoints Florin Rotar as chief AI officer
Florin Rotar takes on the role as the demand for AI services from consulting firms continues to grow.
09/14/2023
UBS Hires Award-Winning Portfolio Manager
Hoffmann-Burchardi joins UBS from Tudor Investment Corporation, where she worked as a senior partner.
09/14/2023
Syz eyes RM hires and acquisitions as it pushes ahead with growth plan
Head of private banking at the group, Nicolas Syz, sees growth in the Middle East, LatAm and Swiss markets.
09/14/2023
Teylor Debt Fund Appoints Didier Denat to Its Board of Directors
Didier Denat has formerly held executive positions in large investment banks and will be an invaluable addition to the fund's management team.
09/14/2023
Abrdn hires new head of institutional and global solutions from US giant
The Edinburgh-based asset manager appoints Tom Frost to lead its solutions teams.
09/14/2023
Investec appoints new Channel Islands Chief Executive Officer
Jane Niles joined Investec in 2016, initially leading the Corporate and Family Office segment, and more recently, acting as Head of Offshore Real Estate and Head of Lending.
09/14/2023
Michelle Tring Appointed as Group Director for Affinity Private Wealth
Her dedication to client satisfaction and wealth preservation aligns entirely with Affinity Private Wealth's core values.
09/14/2023
EY expands managed services with three partner appointments
Prakash Hariharan, Lynette Gracias and Venkatesh Subramoniam join the team as it looks to help clients improve their head office functions.
09/13/2023
Indosuez Appoints Head of Middle East
The latest appointment follows the opening of a new Indosuez branch in Dubai International Financial Center in October 2022 and the recruitment of Vanik Baghramian as senior executive officer of the branch.
09/13/2023
HSBC hires five Credit Suisse private bankers for new UK team
The arrivals are part of the bank’s ongoing push into the UK market, with 30 relationship managers joining so far this year.
09/13/2023
St James’s Place names Mark Fitzpatrick as new CEO
Fitzpatrick succeeds Andrew Croft who has been with the firm since 1993, serving in the top job since 2018
09/13/2023
Top 50 IAM appoints new CIO
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
09/13/2023
Fisch AM promotes multi-asset solutions chief to CEO
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
09/13/2023
Belasko appoints new Associate Director in Guernsey
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.