05/30/2023
Prior to that, he held the role of Brown Shipley CEO for four years, where he oversaw a £1bn AUM business integration, increased profitability and completed a strategic technology re-platforming.
05/29/2023
Phil has all of these skills and more, with a strong background in strategic planning and creative thinking.
05/26/2023
She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.
05/26/2023
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/26/2023
She rose up the ranks in Citibank, then became CEO of Transaction Banking at ABN before joining Alvarez and Marsal.
05/26/2023
Owen Davies joins from Russell Investments and Sunil Patel from Willis Towers Watson.
05/26/2023
Henry Fischel-Bock has more than 30 years' experience leading international private banking teams.
05/26/2023
It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.
05/25/2023
Roger, who became CEO in 2000, will take over from current chairman David Bellamy, who is stepping down in March 2024 after six years in the role.
05/25/2023
The Spanish asset manager has appointed new leads for its asset allocation and multi-asset divisions.
05/25/2023
Emilie Goodall will support ESG analysis and engagement activities
05/25/2023
Previously, John spent over eight years at IFM Investors, most recently as Executive Director, Debt Investments where his role focused on deploying institutional capital into pan-European infrastructure debt.
05/25/2023
Oberon Investments has expanded its investment management team with the hire of Citywire 30 Under 30 Star, Harry Finster.
05/25/2023
Hans Ploos van Amstel will transition from the Chief Financial Officer (CFO) role into an Advisory Partner function.
05/25/2023
Prior to joining SPW, Justin held the role of Sales Director at M&G Wealth where he led the Platform Distribution Teams for over seven years.
05/25/2023
Scott McDavid appointed Global Head of Equities, and Ronnie Wexler appointed Global Head of Equities Distribution.
05/25/2023
With a track record leading technology delivery for financial and professional services firms in London, Sydney and the Cayman Islands, Stuart is based in Jersey.
05/25/2023
He initially joined the firm in 2022, working in Aegon Asset Management’s distribution team.
05/24/2023
Former Sanlam Wealth (now Atomos) MPS head Barry Cowen is one of two key hires by digital investment firm Collidr.
05/24/2023
Zeno Staub will wait for one year before standing for election as an ordinary member of the Board of Directors of Vontobel at the General Meeting of Shareholders 2025