08/10/2026
This connection reinforces True Potential's commitment to investing in technology that helps advisers operate more efficiently and deliver better client outcomes.
08/10/2026
Citigroup Recruits Jean-Baptiste Charlet from Morgan Stanley to Lead French Arm
08/10/2026
Pennefather joins after a four-year career as head of intermediary sales and strategic relationships at CCLA
08/10/2026
Portfolio manager Duncan Bulgin has left to pursue another role, with GAM Investments in the process of hiring a replacement to work alongside lead manager Paul Markham.
08/10/2026
He joins Robeco from UBS, where he worked for nine years.
08/10/2026
Ciara Fitzgerald has joined the firm as an investment grade credit portfolio manager and will be part of the investment grade credit portfolio management team
08/07/2026
Stephen brings decades of experience working with the boards and leadership teams of regulated financial services businesses, with a track record of driving growth, operational improvement and strategic transformation.
08/07/2026
The only problem is, the position is already filled – and the bank isn't actually looking for a new CEO.
08/06/2026
He brings over 15 years’ international experience across investor relations and capital markets with a principal focus on the shipping, mining, and energy sectors.
08/06/2026
Opperman will remain with the bank until the end of 2026 to support the transition.
08/05/2026
The firm says that the appointments have further strengthened its senior leadership in Guernsey and supports the continued development of its services.
08/04/2026
They also reinforce Equiom’s regional strength across the Crown Dependencies,
08/03/2026
Most recently, Francesca Keller managed the TKB branch in Frauenfeld for two and a half years.
08/03/2026
The Geneva-based private bank Lombard Odier is strengthening its Turkey business by hiring a private banker from UBS.
08/03/2026
The appointment, which is subject to regulatory approval, marks a significant milestone in the company’s growth strategy.
08/03/2026
The firm specialises in supporting business owners, entrepreneurs and high-net-worth individuals with financial planning and investment management, helping clients realise their ambitions through every stage of life.
08/03/2026
At Fasanara, he will oversee a multidisciplinary team developing in-house AI systems to boost investment performance.
08/03/2026
Sven Borho has been replaced
07/31/2026
Prior to this, he held wealth management and private banking roles at Coutts and Lloyds Bank Private Banking, advising high-net-worth individuals on their banking and investment needs.
07/31/2026
Bruen succeeds Martin Lennon, who is retiring.