11/09/2023
SEI Appoints Ian Love Head of Asset Management Business for UK, EMEA, and Asia
SEI Appoints Ian Love Head of Asset Management Business for UK, EMEA, and Asia
Executive Moves
11/08/2023
Franklin Templeton unveils head of whole for Switzerland
Franklin Templeton has appointed Maximilian Beeck as head of wholesale Switzerland, effective 1 November 2023.
11/08/2023
UK universities pension fund names new head of responsible investment
She spent a decade at Citigroup in various senior global capital markets and banking roles and served as a PRI board member from 2016-2018.
11/08/2023
Newton IM names Wellington manager as new EM and Asia chief
Fund house brings in sector specialist with more than 20 years of industry experience to lead equity operation.
11/08/2023
Jefferies’ head of European prime services sales departs for Balyasny Asset Management
Former Citadel COO becomes head, cash and liquidity management at hedge fund.
11/08/2023
Former Neptune AM managers reunite at Lightman
George Boyd-Bowman joins
11/07/2023
SG Kleinwort Hambros appoints chief investment officer
SG Kleinwort Hambros has appointed Gene Salerno as its chief investment officer from 8 November 2023.
11/07/2023
Swiss private bank boosts LatAm biz with new Uruguay boss
Gerardo Palacios has joined the independent private bank Bordier & Cie where he will lead the Swiss group's two Uruguayan offices.
11/07/2023
KPMG UK invests in its talent with over a thousand partner and colleague promotions
KPMG UK has announced the promotion of over a thousand partners and colleagues.
11/07/2023
Belasko grow Guernsey headcount with seven appointments
The appointments include the creation of three new management positions across our services; with Daniella Hatton and Ceisha Martin in Fund Administration and Kirstie Trudgeon in Operations.
11/07/2023
Charles Stanley appoints senior research duo
Abbas Owainati joins the firm from a £47bn pension scheme, while Amish Patel has been poached from wealth rival Quintet.
11/07/2023
Sionic Expands Asset and Wealth Management Expertise
New Partner Richard Dodds Enhances Sionic’s Asset Management Footprint
11/07/2023
Edmond de Rothschild appoints chief sustainability officer
Previously at Natixis IM, Nathalie Wallace has more than 20 years’ experience in climate and social finance.
11/07/2023
Evelyn Partners continues expansion of Bristol financial planning team with three experienced hires
Bronwen Lancaster joins the team as a Partner, Joy Wisniewski as an Associate Director of Financial Planning and Chris Iles as a Financial Planner.
11/07/2023
Pictet adds PM to Agora fund amid steep assets decline
Frederico Lupi joins to work alongside fellow co-head Clément Mauve, who became part of the Agora team in 2020.
11/07/2023
Amundi Appoints New Global Head of ETF
He began his career in 1999 in Jakarta at Crédit Agricole Indosuez in debt restructuring and export financing activities.
11/07/2023
Global families urged to watch out for local risks
The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers
11/07/2023
Hipgnosis appoints former Round Hill chair
Robert Naylor
11/06/2023
Grant Thornton makes double partner appointment
Prior to his new position, Wood was head of ethics and managing partner for Grant Thornton in Yorkshire and the North East.
11/06/2023
Nicole Doppler becomes a partner at ZWEI Wealth
With over 25 years of experience in the financial industry, Nicole Doppler brings broad and comprehensive specialist knowledge.