05/22/2023
He joins Evelyn Partners from PwC where he spent four years working in its private business tax team and latterly leading the North East Innovations relief team.
05/22/2023
Several team members are leaving with the team lead two months after the announcement of the merger with UBS.
05/19/2023
The new appointments are made ahead of the existing Deputy Chairs, Elizabeth France and John Hull, standing down later this year after the completion of their terms.
05/19/2023
The appointment of Anthony Chemla follows the announcement at the end of January that Liontrust had selected new providers of the Strategic asset Allocation (SAA) – Hymans Robertson – and risk profile oversight services – Defaqto.
05/19/2023
Victoria Stevens and Matt Tonge
05/18/2023
Charlotte Selby-Rickards and Charles Lawson have joined CBAM’s Cheltenham office as senior investment directors.
05/18/2023
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
Andrew Vaughan joins
05/18/2023
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
Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.
05/17/2023
Harrison joins Evelyn Partners from Fisher Investments
05/17/2023
Cornelia Stengel specialises in financial market and data protection law.
05/17/2023
With two key European hires
05/17/2023
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
Delphine Kadel and Christian Nilsson
05/16/2023
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
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
Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.
05/16/2023
She will also become a member of a number of executive committees and attend the risk and audit committee meetings.
05/16/2023
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.