07/14/2025
Fidelis Partnership names former Arch exec Suzanne Wells as COO
She will be based in London.
Executive Moves
07/14/2025
Evelyn Partners appoints new Head of Financial Planning Advice
Philip Lewis joins from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability.
07/14/2025
New appointments at UBS
At UBS, Ms Bee will focus on working with high and ultra-high net worth clients.
07/14/2025
Fisch Asset Management appoints Hartmut Leser to its Board of Directors
Currently, Hartmut Leser serves on various supervisory boards and is a partner at Brain Capital
07/14/2025
Barnett Waddingham appoints Rob Byett as chief risk officer
In his new role, Byett will lead Barnett Waddingham’s governance team and oversee risk and compliance functions.
07/11/2025
Sales director exits Ninety One
Spent two decades with the firm
07/11/2025
Goodwin Strengthens its European Private Equity Platform with Debt Finance Partner Tom Roberts
Tom is the latest addition to Goodwin’s expansive UK private equity practice
07/11/2025
Saffery Trust appoints Associate Director of Compliance in Guernsey
Shekouba holds a bachelor’s degree in law and a Master of Laws degree from the University of Sussex.
07/11/2025
The Investment Association board names State Street’s Ann Prendergast as chair
Prendergast will lead the board in “championing the investment management industry and highlighting its contribution to driving economic growth and strengthening financial resilience for households across the UK
07/10/2025
DFM Firm Sparrows Capital Promotes Phillip Young to Deputy CIO
The promotion comes a few months after the DFM firm hired James Denton, Paul Fox and Michelle Liseli as Business Development Managers.
07/10/2025
PE-backed accountancy firm appoints new director
She is also hugely passionate about ‘people’ and ensuring there is a culture in place that gives individuals the chance to learn and reach their full potential.
07/10/2025
Stonehage Fleming Appoints Head of Family Office, Jersey
Before joining the Group, she served as a Director in the investment banking division of the Johannesburg-headquartered banking group, Absa.
07/10/2025
EFG Private Bank's market group head relocates to London
The former Singapore-based market group head will lead the bank's international desk in London.
07/10/2025
Ebi bolsters board and leadership to support growth
Paul McMahon has been appointed independent non-executive chairman of the board, bringing significant industry experience to the role.
07/10/2025
PostFinance concludes consultation process and expects fewer terminations
PostFinance's Executive Board confirms the measures planned until the end of November 2025 and now expects a reduction of up to 130 positions.
07/10/2025
NatWest hires JPM Private Bank CFO for wealth arm
Betsy Munro joins the group on 1 October after 30 years with JP Morgan.
07/10/2025
Sparrows Capital names Phillip Young as deputy CIO
The promotion follows a period of growth for Sparrows Capital
07/09/2025
Coutts ends search for private client boss with JPM hire
James Todd has ended his 11-month stint at JP Morgan to replace Camilla Stowell, who left Coutts for Rathbones earlier this year.
07/09/2025
Rishi Sunak joins Goldman Sachs as senior adviser
Sunak will work with Goldman executives to advise clients on geopolitical and economic issues.
07/09/2025
UBS Wealth adds Nedbank private banker to London HQ
Alex Clayton joins as client advisor in the London high-net-worth team.