02/13/2024
Sedulo Wealth recruits Leeds financial adviser
Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.
Executive Moves
02/13/2024
Alts platform’s new Swiss sales boss comes from Kepler Cheuvreux
Luma has had a branch in Zurich since 2021.
02/12/2024
AXA IM appoints product specialists to Core strategies
More recently at Axa IM Deschamps headed the development of the life and wealth management business at Axa France and was also global head of client group at Axa IM Select.
02/12/2024
Evelyn Partners strengthens East Anglia team with experienced investment manager appointment
Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.
02/12/2024
Hogan Lovells hires highly-regarded Italian team – six partners to join the firm’s Rome and Milan offices
The new group focuses on structured finance, debt capital markets, and M&A providing assistance in both English and Italian Law.
02/12/2024
The Openwork Partnership announces new Independent Non-Executive Director Sara Bennison to the Board
She joins from a distinguished career with global advertising agencies followed by 15 years in financial services
02/09/2024
Lombard Odier Investment Managers names head of France
She replaces Frédéric Cruzel, who has retired after 12 years at the firm.
02/09/2024
Parmenion adds PAM, Hymans Robertson and Albemarle MPS ranges
A total of 11 new model portfolio solutions added to adviser platform
02/09/2024
Unlimited liability partner steps down from Zurich private bank after accident
André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.
02/09/2024
Quilter Investors adds to manager research team with new alternatives role
The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.
02/09/2024
Zurich private bank Rahn+Bodmer has to say goodbye to partners
He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.
02/09/2024
Wealth manager appoints COO
He has over 20 years’ experience across operations, technology and change.
02/08/2024
Former Odey Wealth investment director resurfaces at Waverton
At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.
02/08/2024
NatWest poaches UBS executive to replace ousted Coutts chief
Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.
02/08/2024
Berner Kantonalbank brings Olympic champions on board
This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.
02/08/2024
Tim Cockerill exits Rowan Dartington for Verso IM
Established the ESG investment process at Rowan Dartington where he worked for 12 years
02/07/2024
George Osborne joins Coinbase global advisory council
The advisory council was established, the company said, to advise Coinbase on its global strategy as it grew its reach around the world.
02/07/2024
Octopus expands its shareholding in Seccl as co-founders Dave Harvey and Hugo Thorman depart
Harvey and Thorman depart 11th March, with Octopus opting to expand its majority stake in the business.
02/07/2024
World renowned AI strategist joins 1fs Wealth advisory board
A digital cognitive AI strategist, author and experienced venture capitalist, Mark is the principal founder of Going Global Ventures.
02/07/2024
Royal London strengthens protection team with two new hires
The new appointments support plans for growth, particularly in the high net worth and business protection space.