12/21/2023
The platform advantage: HL’s Steve Clayton on the seven-year itch, AI and regrettable stocks
HL Select lead manager Steve Clayton discusses Hargreaves Lansdown’s brand power and facing tough market conditions.
Executive Moves
12/21/2023
Stuart Rosling appointed Atomos portfolio management head
Rosling replaces former London office head Stuart McCann, who left in November after 11 years with the business.
12/21/2023
Vontobel appoints new Head of Corporate Communications
She has a strong track record and extensive experience in communications and global public relations.
12/21/2023
Foresight Enterprise VCT chair set to step down
Raymond Abbott departs
12/20/2023
Nucleus chief digital officer Andrew Smith announces departure
Rowney added that Smith has been part of the Nucleus leadership team for the past two years and “his support and contribution through the integration of Nucleus and James Hay has been invaluable”.
12/20/2023
Quilter poaches Abrdn’s Canning for business development manager
Canning will report to Folley and will be focused on building long-term strategic relationships with financial advisers.
12/20/2023
Partner & Counsel Promotions 2024: Congratulations to Jacques Johner, Stefan Schröter, Gabriel Meier and Jérôme Pidoux
We congratulate each one of them for reaching this significant milestone in their careers and wish them continued success in their new role!
12/20/2023
Financial Planner joins growing Scottish wealth manager
Kevin will be a great addition to our Edinburgh office and we look forward to having him on board
12/19/2023
Coutts appoints Alena Kosava as investment director
Former AJ Bell research head exited the platform in June
12/19/2023
Peter Ewins to retire from Global Smaller Companies Trust
Nish Patel to fill lead manager role
12/19/2023
GAM investment chief takes over fund as outperformer exits
Albert Saporta joined GAM’s management in October after vocally supporting the firm’s takeover earlier this year.
12/18/2023
Scandal at Sound Capital: CEO leaves unexpectedly
But now, after just one and a half years, Simon Grossenbacher is resigning from his position at the end of 2023, completely unexpectedly.
12/18/2023
Invesco appoints UK ETF distribution lead for asset managers
At iShares, he led the sales team for ETFs and indexed investments, focusing on UK asset managers.
12/18/2023
Treasury names next financial regulators complaints commissioner
Rachel Kent to take on role next year
12/18/2023
Natixis IM appoints global chief executive
His new responsibilities will allow him to harness all his experience
12/18/2023
Alan Vallance to leave CII earlier than planned
“I will stand back gracefully over the next few days into the Christmas break.”
12/18/2023
Dean McIntyre appointed head of global commercial at SimCorp
McIntyre will also focus on strengthening the company’s market position following its merger with Axioma.
12/15/2023
Lombard Odier once again brings in well-known ex-CS banker
She will work for Lombard Odier from both Geneva and Zurich.
12/15/2023
Olivier Houix Appointed as new Chief Executive Officer of Ostrum Asset Management
Olivier Houix began his career in 1997 in the General Inspection department of Banque Indosuez.
12/15/2023
Lazard and Elaia Partners Enter Into Exclusive Negotiations for a Strategic Partnership
Lazard and Elaia Partners have a common focus on investment excellence and performance.