05/08/2024
Julius Baer International creates new senior role for UNHWIs and hires three managers
Stefano Lupi joins from Pictet as head of cross assets markets UK
Executive Moves
05/08/2024
PortfolioMetrix hires Schroders Investment Solutions CIO as head of investments
He was previously CIO of Benchmark Capital, which is owned by Schroders, from 2019 to 2021.
05/08/2024
ECB appoints Alain Busac as Director General Information Systems
He will take up his new position at the ECB in the coming months.
05/08/2024
Zurich independent asset manager expands partnership
Christian Fäh joined Privus in 2022 and was promoted to partner last month.
05/08/2024
Verdion appoints new head of leasing for Sweden
He is based at Verdion’s Stockholm offices.
05/08/2024
Houlihan Lokey Strengthens European Financial Services and Technology Team With Experienced Hire
Mr. Kirkby joins from Bupa, where he was the Group Director of Corporate Development with a range of responsibilities, including M&A and portfolio management.
05/07/2024
Amaury Jordan Joins ALP Board
Amaury Jordan, CFA, brings a wealth of industry insights to Alpha Leonis Partners. H
05/07/2024
Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales
Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales
05/07/2024
Two new executives join TPR Board
Pensions are at a moment of great change, and we are changing too, becoming more market-facing and outcome-focused.
05/07/2024
Investec names head of private client lending
The move follows a strong financial year for the private client team
05/07/2024
Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix
Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.
05/07/2024
Vontobel unit head joins Top 50 IAM as partner
Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.
05/07/2024
Luca Derlin named head of international markets at Quintet Luxembourg
Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.
05/07/2024
Rothschild & Co appoints UK Head of HNW Wealth Management
In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.
05/03/2024
Wealth management firm unveils senior appointments
People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.
05/03/2024
AllianzGI’s Mike Riddell to exit
The bond manager will leave at the end of June.
05/03/2024
New appointments in Intesa Sanpaolo’s Wealth Management Divisions
The new Wealth Management Divisions structure headed by Tommaso Corcos
05/03/2024
Quilter hires Simon Durling as investment director
He will report into Andy Miller, lead investment director.
05/03/2024
CIO exits J Safra Sarasin's CHF 22bn London boutique
Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.
05/02/2024
Quilter Financial Planning appoints senior relationship manager to enhance AR development
She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.