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Executive Moves

01/29/2024

Four managing directors split with UBP

Pascal Gandrille, Stéphane Grossi, José Dias Coelho, Nabil Yared and René Cheseaux have left Union Bancaire Privée.

01/29/2024

Neuberger Berman Appoints Matt Malloy as Head of Emea; Dik Van Lomwel Assumes Role of Vice Chairman EMEA

In his new role, Dik will focus on supporting client relationships and advising firm regional leadership.

01/29/2024

Schellenberg Wittmer announces new Partners and Counsel

Congratulations to our new Partners and Counsel

01/29/2024

Evelyn appoints financial planning director for South England push

Matt Dickens joins as financial planning director as Evelyn expands its team in the South of England.

01/26/2024

Northern Trust Asset Management Names Director of Quantitative Solutions, International

Milan Vidojevic Latest in Series of Hires Bolstering International Team

01/26/2024

Quintet Private Bank names a group chief risk officer

An international risk specialist joins the executive team of Quintet Private Bank.

01/26/2024

Lloyds Bank confirms axing of more than 1600 jobs in the UK

More than 21 million customers use online or mobile banking.

01/26/2024

Mattioli Woods cuts jobs in investment restructure

After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.

01/26/2024

Goldman Sachs names Mena head for private wealth management capital markets

Lucy da Gama Campos will focus on family offices and transactional business.

01/26/2024

Atomos bolsters financial planning leadership team

Supporting Parekh will be a newly-appointed leadership team.

01/26/2024

Former Ardevora head of distribution joins Chikara Investments

Hugh Rittner

01/25/2024

Julius Baer’s head of fund offering to step down

Swiss group outlines plan to bring in experienced investor as Patrick Roefs prepares to change role.

01/25/2024

Saxo Bank Strengthens Leadership: Names New Chief Risk and Compliance Officer

The company also promoted three other employees.

01/25/2024

Quilter Cheviot appoints chief investment officer

She will join the business in March 2024.

01/25/2024

Partners Group further strengthens its Real Estate business with three leadership appointments

Karim Habra will become Global Co-Head of Real Estate alongside Mike Bryant, who is a Partner and the firm's current Head of Real Estate.

01/25/2024

Morningstar Wealth appoints head of wealth solutions

Brings 20 years of experience to role

01/25/2024

JM Finn names new chair in boardroom reshuffle

Steven Sussman is bringing the curtain down on his 26-year career with JM Finn, handing the reins to Luc Bertrand.

01/25/2024

Former Ardevora sales head Rittner joins Chikara

Hugh Rittner joins the boutique’s business development team after leaving Ardevora shortly before the news last week that it was shutting down.

01/25/2024

Chubb Appoints Anna Källs as Country Manager for Sweden and Finland

Källs joins Chubb from Willis Towers Watson

01/25/2024

Dimensional Fund Advisors promotes head of research to co-CIO

Savina Rizova

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