10/24/2025
EFG International creates new sustainable investing chief role for insider
Melanie Beyeler assumes the role of global head of sustainable investing, alongside her position as a fund manager.
Executive Moves
10/24/2025
HSBC Private Bank names interim Swiss CEO
Chief financial officer Daniel Calado has stepped into the role of CEO on an interim basis.
10/24/2025
Changes to the UBS Board of Directors
Lukas Gähwiler decides to retire after 45-year career in financial services; will not stand for re-election to UBS Group AG Board of Directors.
10/24/2025
We are delighted to announce the appointment of Jonathan Ginnelly as Partner of Private Client Tax Services
This appointment forms part of Crowe Ireland’s ongoing strategy to invest in its tax practice and build specialist teams to meet the evolving needs of clients and the market.
10/24/2025
Quilter Cheviot International welcomes Maria Gardner as investment director in Jersey
The hire bolsters Quilter Cheviot's ability to provide a consistent offering to higher net worth clients across the UK, Europe and internationally.
10/24/2025
Brown Advisory appoints Nick Kirrage to lead global value strategies
The opportunities across global and international value are considerable.
10/23/2025
Broadridge names Anne-Sofie Strandberg senior country officer, Nordics
Her appointment underscores Broadridge’s continued commitment to the Nordic region and reflects its broader strategy to strengthen leadership and accelerate international growth.
10/23/2025
Ascot Lloyd hires Brewin investment director to head investment arm
StJohn Gardner will oversee Ascot Lloyd Investment Management, taking the role vacated by Stephen Lloyd at the beginning of this year.
10/23/2025
Oberon Investments - Former Hawksmoor Exeter Team Joins Oberon
Former Hawksmoor Exeter Team Joins Oberon Driving Major Regional Expansion
10/23/2025
Tim Alexander becomes Head of Marketing & Corporate Communications at Swiss Life Asset Managers
In this role, he will leverage his extensive experience in transforming teams and modernize marketing and communications as a joint corporate function to further support our growth.
10/23/2025
Aviva Investors appoints new Multi-asset Portfolio Manager
Sahil has over 15 years’ experience within the investment industry
10/22/2025
Praxis appoints Joanna Mulhern as Executive Director, Isle of Man
Her appointment marks a strategic expansion of Praxis’ senior leadership, reinforcing the Group’s commitment to excellence, governance, and local market strength across jurisdictions.
10/22/2025
Praxis appoints leading private wealth figure Paul Hodgson as Chairman
He brings more than 35 years’ experience in fiduciary services, administration and financial governance including over 25 years in senior executive roles with Butterfield Trust.
10/22/2025
State Street IM names UK CEO
Following departure of Alex Castle
10/22/2025
Artorius appoints Andrew Dixon as Head of Wealth Planning
Andrew brings a wealth of experience, having previously worked with Jane Fowke at both Barclays and SG Hambros—recently acquired by UBP—where he served as Head of Wealth Planning.
10/22/2025
Jackson Lees Group makes senior promotions in its private client division
It is part of MAPD Group, which was founded by Brian Cullen and Joanna Kingston-Davies in 2020.
10/21/2025
Nucleus promotes Mike Regan into new Deputy CEO role
The creation of this role reflects the ambition and continued growth of Nucleus as one of the leaders in the sector.
10/21/2025
Ex-Raymond James recruitment head sets up UK wealth talent firm
Jason Cherriman has established London-based Credencia Talent a few months after his 16-year career at Raymond James came to an end.
10/21/2025
HSBC hires banking veteran David Lindberg to lead its UK business
Most recently, he headed the Retail Banking division at British lender NatWest before stepping down earlier this year.
10/21/2025
Suntera Global strengthens UK Private Wealth offering with senior appointment
Based in London, John will be focussing on UK clients, intermediaries and business introducers to boost Suntera’s private wealth offering.