06/20/2023
Cazenove Capital announces new North West hire to support regional expansion
The team continues to experience strong client demand for Cazenove Capital’s comprehensive wealth management service.
Executive Moves
06/20/2023
Evelyn Partners team appointed Joint Administrators of W Series Limited
The decision was made due to further investment, which had been promised, not being received and the directors sought to focus on the longer-term funding options for the championship.
06/20/2023
Acrevis appoints new branch manager in Pfäffikon
He replaces the previous branch manager , Martina Bigliardi Möhr , who previously managed the location in addition to her function as manager of the Lake Zurich market area, as stated in a statement on Tuesday .
06/20/2023
M&G Wealth’s MD David Montgomery to leave in August
M&G Wealth has confirmed Montgomery’s exit.
06/20/2023
Barclays appoints new senior transaction banking hires
In that role, she was responsible for Transaction Banking specialist sales, client consulting, client solution and integration teams, and the distribution arm of the Data & Analytics business, spanning the domestic and international markets.
06/20/2023
Charles Russell Speechlys strengthens its international credentials with the appointment of Vanessa Duff
As many of Vanessa’s clients are expatriates, her expertise lies in dealing with cases which have an international perspective, and she has a particular interest in cases involving Hong Kong-European jurisdictional disputes.
06/20/2023
Eric Woodward brings curtain down on 50-year wealth career
Most recently head of investments for Carrington Investments, Eric Woodward is to retire after five decades in the financial industry.
06/19/2023
Slalom promotes Paul Squire to director of transformation
Under his leadership, the office grew into a 120-person team serving organisations throughout the northwest.
06/19/2023
Isio partner Emily McGuire leads investment advisory team
McGuire previously spent 24 years at Aon, latterly in the role of partner.
06/19/2023
Barclays Appoints Yuri Shakhmin as a Senior Investment Banker in Europe
This appointment reflects Barclays’ effort to continue its growth in the UK and Continental Europe, which is a key focus for Barclays’ Corporate and Investment Bank.
06/19/2023
UBS CFO Gives Ex-Credit Suisse Bankers Big Responsibilities
Although Bianchi brings many years of high-level experience in banking finance, his appointment does come as somewhat of a surprise.
06/19/2023
Deutsche Bank Gets Thiam's Other Half
Before joining Deutsche Bank, Geffroy was a partner at Perella Weinberg Partners starting in July 2021 where she was head of FIG for EMEA.
06/19/2023
Evelyn Partners continues London team expansion with Financial Planning Director appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Craig Dowsett as a Financial Planning Director in the firm’s London office.
06/19/2023
The Bank of London’s Anthony Watson is appointed CBE
The King’s Birthday Honours acknowledge the contributions and accomplishments of individuals from all walks of life throughout the Commonwealth and the United Kingdom.
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.
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.