10/12/2022
Cirencester Friendly appoints director of distribution
Morris recently took over from Paul Hudson, who had been in the role for 25 years.
Executive Moves
10/11/2022
7IM private clients director Zane Hunter departs
After three years at the firm
10/11/2022
Fidelity names Claire Dwyer head of investment companies
After Alex Denny leaves to join Pantheon
10/11/2022
Robeco Switzerland appoints Executive Committee
The appointment also underlines the importance of SI Research in Robeco’s activities.
10/11/2022
Third Financial bags more top talent as exceptional growth continues
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform and Software services to Wealth Managers, Financial Advisers and Family Offices.
10/11/2022
Revealed: Church House hires JM Finn veteran James Edgedale
Edgedale joins Church House as a client director a few months after ending his 37-year career with JM Finn, where he was chair.
10/11/2022
IQ-EQ appoints ESG Director to drive next phase of client offering
He is also a qualified barrister and holds the CFA Certificate in ESG Investing.
10/11/2022
ZEDRA Governance (formerly PTL) promotes Managing Director
The appointment will take effect from 1 November 2022.
10/11/2022
French bank SocGen: chief operating officer to leave company
Krupa will be running Societe Generale amid risks of a global recession and a crippling European energy crisis.
10/10/2022
RWM Welcome Two New Team Members
We’re proud to welcome both Elsie and Laura to Team RWM!
10/10/2022
Mads Dorf Petersen Appointed As Interim CFO
He joined Saxo in 2009 and has held various leadership roles within finance including Head of Business Planning and Analysis and Deputy Head of Group Finance.
10/10/2022
Steven Levin to succeed Paul Feeney as CEO of Quilter plc
The appointment is subject to regulatory approval.
10/10/2022
Societe Generale: Changes Within The Group's General Management
She joined the Group in 2020
10/10/2022
Truss appoints Sunak ally as trade minister in bid to restore Tory unity
The seasoned minister replaces Conor Burns, who was sacked from his post in the Department for International Trade (DIT) on Friday following a misconduct complaint.
10/10/2022
Martin Gilbert asked to step down from Abrdn fund boards
Abrdn has also been forced to freeze some institutional clients’ accounts after questions from the Luxembourg-based regulator, the Commission de Surveillance du Secteur Financier, following an audit.
10/10/2022
RISMA announces CCO to step down end of November 2022
The mutual decision of Jan Axel Jansson leaving RISMA is part of RISMA’s new strategy “Sustainable Growth Journey” announced in August focusing on both continued ARR growth and lesser cash burn.
10/07/2022
Equiom announces appointment of new CEO
Equiom is an exciting business with committed new owners and a great future ahead of it.
10/07/2022
M&G's troubled Property Portfolio fund gets new lead manager
Michael Wood will replace current manager Justin Upton, who will leave the firm at the end of the year.
10/07/2022
HSBC creates role for ex-J Safra Sarasin thematic equities head
Pierin Menzli joins after nine years at J Safra Sarasin. He will remain in Switzerland in his new role.
10/07/2022
Nucleus appoints ex-Interactive Investor exec as board chair
He said Wilson’s “considerable experience and knowledge will be of great advantage to us, as we continue to grow and scale our business”.