11/24/2023
Mattioli Woods as Managing Director of Client Investment Proposition
He will also work closely with clients to understand their needs and goals and will be reporting directly to Michael Wright, Deputy Chief Executive Officer.
Executive Moves
11/24/2023
Ex-S&W and Close directors join forces for Bristol firm launch
Jerry Barnes and Edward Green launch Gordian Wealth Management to cater to clients in the Southwest of England.
11/23/2023
Invesco hires director to lead ESG research team
Molly Betournay joins
11/23/2023
Rated SZKB fund manager joins Zurich boutique
Fabian Blank now co-manages a range of multi-asset and bond strategies at Swiss Rock Asset Management.
11/23/2023
Bellevue Group welcomes new CFO
Stefano Montalbano will succeed Michael Hutter as group chief financial officer next spring.
11/22/2023
Plaid appoints ex-Adyen exec as new head of Europe
“I look forward to working with our current and future customers to drive more access and better outcomes on behalf of consumers.”
11/22/2023
Anton Stadelmann becomes CEO of radicant
Previously, he worked, among other things, as co-founder and chairman of the European Mobile Payment Systems Association and in various positions at UBS outside of Switzerland.
11/22/2023
RSM UK recruits Birmingham partner
She joins RSM's Birmingham office from tax dispute law firm Joseph Hage Aaronson LLP and has previous experience across the big four and mid-tier accountancy firms.
11/22/2023
Investec W&I CIO and Top 100 star Parrinder-Johnson to exit
Stacey Parrinder-Johnson is one of several exits from Investec Wealth & Investment following its merger with Rathbones earlier this year.
11/22/2023
AAB appoints Emma Lancaster as new chief executive
Based in London, she brings over three decades of experience from audit and advisory sector, and succeeds Graeme Allan in the role.
11/22/2023
Michaela Ernst is leaving Glarner Kantonalbank as of May 31, 2024
Michaela Ernst has been working for Glarner Kantonalbank since 2020 and is responsible for the bitubi area as a member of the management team.
11/21/2023
Citi names Gutiérrez-Orrantia Europe banking and cluster head in restructure
The latest step in the bank's reorganisation was announced on Monday
11/21/2023
Verona Kenny leaves 7IM in senior management restructure
Chris Justham and Russell Lancaster
11/21/2023
Anne Richards steps down as Fidelity International CEO
Will remain CEO over transition period
11/21/2023
Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
In her new role, Anna will work closely with Omnis Investments, the network’s asset management partner.
11/21/2023
UBS sends veterans to the Channel island of Jersey
The new Jersey boss can already look back on a quarter of a century at the big bank and took his first steps at UBS in wealth planning.
11/21/2023
RBC Brewin Dolphin hires director for UHNW arm
Richard Betts has been hired from J Safra Sarasin to join Brewin’s 1762 division, based near Mayfair.
11/21/2023
AA-rated global macro PM and team exit GAM for alts shop
London-based alts specialist welcomes three-strong unit, who will retain control of existing fund on a delegated basis.
11/20/2023
Succession Wealth appoints head of M&A
He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.
11/20/2023
Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn
The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.