05/25/2023
Aegon promotes Jordan Irvine to Client Director
He initially joined the firm in 2022, working in Aegon Asset Management’s distribution team.
Executive Moves
05/24/2023
Ex-Sanlam Wealth MPS head joins digital asset manager
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 intends to become more actively involved in Swiss politics
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
05/24/2023
Schroders Personal Wealth hires M&G Wealth sales director Justin Blower
Blower has joined SPW as regional director for the south and south Wales, Citywire Wealth Manager has learned.
05/24/2023
Evelyn Partners continues expansion of senior Transaction Services team by appointing fourth partner
Prior to that Ben was a partner at Eight Advisory where he built out and led the UK team.
05/24/2023
Europi Property Group has appointed James Tootell as Asset Management Director
Prior to Elite, James was Asset Management Director – North at Telereal Trillium, where he spent over 16 years.
05/24/2023
Sesame Bankhall Group appoints new Chief Operating Officer
He replaces Richard Howells who left the business earlier this month to take up a new role elsewhere in the industry.
05/23/2023
Jupiter swaps Nash for Bezalel on top performing bond fund
The firm is also closing a European fund with dwindling assets and changing the benchmarks of several strategies.
05/23/2023
Walker Crips hires Kleinwort Hambros private banker for key role
Alan Kinnaird takes on the role of business development manager at Walker Crips after three years with Kleinwort Hambros Private Bank.
05/23/2023
Trevor Hutchings named Partner in BIP sustainability wing
He also worked at global conservation NGO, WWF, where he was Director of Advocacy.
05/23/2023
Fulcrum appoints three partners
Patrick Forde, Gerin Tertilt and Filippo Cartiglia take the total to 18
05/23/2023
Federated Hermes hires investment manager for ESG fund launch
Andy Turnbull joins to work on the Nature Impact strategy
05/23/2023
Jim Wood-Smith to retire
Simon Reynolds appointed Head of Research
05/23/2023
Home Reit hires AEW and turnaround expert Starn
Suspended homeless accommodation provider attempts to chart a course to recovery with AEW UK Investment Management and freelance chief finance officer Bill Starn.
05/22/2023
Arup appoints Chris Beck to direct Teeside growth
His new role comes with the principal focus of growing Arup’s presence within the region and taking the firms’ existing hydrogen service offerings into the market.
05/22/2023
Simon Puryer joins LACE as Executive Director
He joins as Executive Practice Lead, with a focus on growing the firm’s payroll offering.
05/22/2023
Evelyn Partners bolsters Newcastle professional services senior team with tax director appointment
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
Credit Suisse wealth chief for central Europe to exit
Several team members are leaving with the team lead two months after the announcement of the merger with UBS.
05/19/2023
FCA and PSR Boards appoint new members to decision-making committees
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
Liontrust appoints Anthony Chemla as Fund Manager within Multi-Asset team
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.