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Executive Moves

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.

06/09/2023

Boutaina Deixonne is appointed Head of Euro IG & HY

Boutaina has worked as a Senior Portfolio Manager in the team

06/09/2023

Royal London appoints Jon Fuller to lead new specialist protection distribution team

Jon will head up a team of six specialists that will sit alongside and strengthen the existing dedicated protection experts within distribution.

06/08/2023

Caroline Portel is appointed Global Chief Operating Officer of AXA IM

In this role, she will oversee Technology, Operations, Data Management, Project Management, Security Procurement, Facilities and Innovation.

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