09/04/2024
UBS names new head of global wealth management strategy
Christian Koppenhöfer, who assumed the role last month, leads UBS’s global wealth management strategy in collaboration with the GWM team.
Executive Moves
09/04/2024
Legal & General appoints Linda Whorlow to the Independent Governance Committee
She was previously the Managing Director of Aegon’s Workplace Savings business for five years before retiring in June 2024.
09/04/2024
Ex-Fisch convertibles head makes comeback at Swiss Life AM
One year after her departure from Fisch Asset Management, Stephanie Zwick returns as a senior multi-asset portfolio manager at Swiss Life Asset Managers.
09/04/2024
Fisch Asset Management strengthens Board of Directors with internationally recognised asset management expert
The Annual General Meeting elected Stefan Mächler as a new member of the Board of Directors with effect from 4 September 2024.
09/04/2024
Succession appoints new director of wealth to drive business development
In his most recent role at Alantra, the mid-market-focused investment bank, Nicoll provided corporate finance advice to growing businesses in financial services, fintech and business services.
09/04/2024
British Friendly appoints Barot as head of marketing
Her new role will involve further developing the Society’s marketing strategy and focusing on growing its product and service quality for members and advisers.
09/03/2024
7IM appoints industry veteran Chambers as independent non-executive director
In addition, she is also an adviser and investor director for several fintech and SaaS startups both in the UK and US.
09/03/2024
Royal London Asset Management strengthens Equity team
Paul Schofield joins with effect from today from Goldman Sachs Asset Management where he held key leadership roles, latterly as co-head of global equity.
09/03/2024
Strategic Appointment at WBR
Roy brings with him a wealth of experience from his previous role at Shakespeare Martineau, where he served for many years as Head of Leicester Office.
09/03/2024
Restructuring partner Paolo Manganelli joins the team in Italy
Paolo joins from Ashurst, where he led the restructuring and special situations practice in the Milan office.
09/03/2024
MBaer Bank names investment and economic chiefs
Patrick Quensel becomes head of investments, while Francesco Mandalà moves from chief investment officer to the new position of chief economist.
09/03/2024
Rathbones names new chief client officer from Evelyn Partners
Rigo started her career at McKinsey & Company
09/03/2024
Canaccord appoints Tom Lane to new chief commercial officer role
Lane joins from RBC Brewin Dolphin
09/03/2024
Leading private equity team joins A&O Shearman’s growing platform
Dan and Paul join a team of over 200 partners who work with private capital investors across the U.S., U.K., EMEA and APAC.
09/03/2024
The Exeter appoints Gary Warman as Chief Risk Officer
Warman will become a member of The Exeter’s Executive Committee and joins with a wealth of experience in senior leadership roles within the financial services industry.
09/03/2024
Evelyn Partners appoints experienced R&D tax specialist to Bristol office
Jennifer has almost 20 years’ experience advising clients in R&D tax incentives
09/03/2024
Dale Underwriting enters Intl. Professional Indemnity market, Ryan Barnes to lead
Most recently, Barnes served at Westfield Specialty as the Head of Professional Lines – International.
09/02/2024
Linklaters strengthens German Restructuring & Insolvency practice with the appointment of Riaz Janjuah
Riaz specialises in advising on complex national and global restructurings and insolvencies.
09/02/2024
Evelyn Partners continues Midlands expansion with financial planner appointment
Rachel will be based at Evelyn Partners’ Birmingham office at 103 Colmore Row.
09/02/2024
Lombard Odier appoints Frédéric Praz as Head of the France, Belgium and Luxembourg region
Frédéric Praz will be in charge of pursuing and strengthening Lombard Odier’s growth strategy in the European Francophone markets, a strategic region for the Group.