05/18/2023
Investec W&I loses another 30 years' wealth experience to Close
Charlotte Selby-Rickards and Charles Lawson have joined CBAM’s Cheltenham office as senior investment directors.
Executive Moves
05/18/2023
Former Investec W&I CEO to step down from board
Whelan and Investec Bank CEO Richard Wainwright are to step down as executive directors at Investec’s annual general meeting on 3 August.
05/18/2023
Downing reunites Sandford DeLand duo
Andrew Vaughan joins
05/18/2023
AXIS taps Beazley exec to drive data & analytics
O’Kill joins AXIS following 16 years with Beazley, where she held a series of leadership roles with increasing levels of responsibility including interim chief data officer and head of actuarial analytics.
05/17/2023
Credit Suisse AM Swiss sales head joins Zurich boutique
Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.
05/17/2023
Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office
Harrison joins Evelyn Partners from Fisher Investments
05/17/2023
SGKB nominates lawyer for board of directors
Cornelia Stengel specialises in financial market and data protection law.
05/17/2023
Spring Capital Broadens funds Distribution Footprint
With two key European hires
05/17/2023
abrdn makes investment manager hire to MPS team
The hire comes as abrdn is looking to expand its MPS franchise through partnerships with financial planning businesses, with AUM growing from £900m four years ago to £2.3bn today.
05/17/2023
Spring Capital expands European funds distribution team with two hires
Delphine Kadel and Christian Nilsson
05/16/2023
Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
05/16/2023
Appointments within Global Banking and Investor Solutions
Demetrio Salorio has been appointed Head of Global Banking and Advisory , replacing Pierre Palmieri, proposed to the position of Deputy Chief Executive Officer of the Group as of May 24.
05/16/2023
Private banker leaves Lombard Odier to join Santander
Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.
05/16/2023
Newbury BS appoints chief risk officer
She will also become a member of a number of executive committees and attend the risk and audit committee meetings.
05/16/2023
Banked announces Lisa Scott as new CEO of Europe
She brings a strong track record with her wide range of expertise and success in building engaging products, improving portfolio performance and driving customer engagement.
05/15/2023
Credit Suisse Sponsorships Head Joining Deutsche Bank
He is joining Deutsche Bank in July
05/15/2023
Wealth Dynamix Appoints New Sales Manager Steve D’Souza
His appointment reflects the increasing momentum that Wealth Dynamix has experienced
05/15/2023
Brian Lenehan joins Baker Tilly Mooney Moore as HR Consultant
Baker Tilly Mooney Moore provides accountancy and business advisory services
05/15/2023
James Anderson returns to investing as George Osborne becomes Lingotto IM chair
Lingotto Investment Management
05/12/2023
Evelyn Partners continues London team expansion with experienced financial planner appointment
Her expertise includes lifetime cashflow planning, tax-efficient investing, financial protection, pensions, retirement planning and succession planning.