06/14/2023
AllianceBernstein makes retail appointments in Germany and Switzerland
The firm, which is planning to grow in the region, has also named its Swiss sales director as head of the firm’s retail business in Switzerland.
Executive Moves
06/14/2023
BDO’s Audit Director named as a Next Gen Leader
Josh has recently transferred to BDO in Jersey having worked at BDO in Guernsey for over 8 years.
06/14/2023
Investec banker joins Hampden & Co
Patrick Preece joins the firm’s London office as banking director, after just over a year at Investec W&I.
06/14/2023
Leonteq announces appointment of new Chief Financial Officer
He is succeeding Marco Amato, who will step down at end-August 2023, as previously announced.
06/14/2023
Dan Olley to take over as the new CEO of Hargreaves Lansdown on 7 August.
He will remain in the role until November 2023 to support a smooth transfer of power.
06/14/2023
Moore Kingston Smith names Jonathan Roberts as partner
Jonathan Roberts joins as a partner in Moore Kingston Smith’s general practice team.
06/13/2023
Consultancy run by ex-Tilney S&W and Sanlam COOs makes key hire
Former Sionic managing partner Gilly Green has joined new wealth consultancy Solve as a business adviser.
06/13/2023
LOIM appoints forestry expert as chief nature officer
Lombard Odier Investment Managers has recruited Marc Palahi, a former director of the European Forest Institute.
06/12/2023
Former SiriusPoint executive joins Sompo's European board
She will serve as Independent non-executive director.
06/12/2023
Alextra Announce Associate Director Appointments
She will be instrumental in expanding the tax practice in the upcoming years
06/12/2023
Scotland’s Investment Bank Appoints New CIO
He will oversee the bank’s full investment team.
06/12/2023
Credit Suisse Loses Three More Investment Bankers to Banco Santander
The three are among at least 11 investment bankers reported by Bloomberg News this week to have left the storied Swiss lender for other banks with the completion of its merger with UBS Group AG looming.
06/12/2023
Replacements announced on Odey funds after weekend ousting
Freddie Neave, James Hanbury and Oliver Kelton will take over Crispin Odey’s funds, while the remaining partners plan a rebrand of the firm.
06/12/2023
New team member starts at Rachael Bell Wealth Management
Carlisle-based Rachael Bell Wealth Management has appointed Catrina Beattie to offer vital administrative support.
06/12/2023
Wealth boutique co-founder goes ‘back home’ to JP Morgan
Lewis Hamm said he was happy to be returning ‘home’ to JPM less than three years after leaving the firm to set up O-IM, comparing the experience to ‘going travelling’.
06/12/2023
Aaro Capital names a chief operating officer
He will be located in London and will report to CEO Peter Habermacher as he expands the team of 20.
06/12/2023
Seasoned Wall Street Trader James Barclay Returns to His Roots to Help UK Retail Investors
The post Seasoned Wall Street Trader James Barclay Returns to His Roots to Help UK Retail Investors appeared first on PR Fire.
06/09/2023
Allfunds appoints Head of Operations of Allfunds Alternative Solutions
Prior to this, Pablo was Chief Financial Officer at Impala Capital Partners and JB Capital Markets, where he was involved in alternatives fund management, alongside leading and developing finance and risk management activity.
06/09/2023
Evelyn Partners announces Paul Geddes as new Chief Executive Officer
He will join the business on 3rd July
06/09/2023
Longtime banker becomes transformation consultant
Most recently he worked as an independent consultant.