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Executive Moves

05/06/2026

Ofi Invest AM appoints Christophe Herpet as new Chief Investment Officer

Ofi Invest Asset Management names Christophe Herpet as new CIO, succeeding Éric Bertrand following his appointment as CEO.

05/06/2026

Loyal North strengthens executive team as the UK wealth management group accelerates its buy-and-build programme

These appointments follow Loyal North’s recent refinancing, which has secured funding to materially step up acquisition activity over the next two to three years.

05/06/2026

AutoRek Strengthens Executive Team With Appointment of Tony Livesey as Chief Technology & Product Officer

The industry significance lies in the clear directive to embed advanced automation and AI directly into core regulatory compliance processes.

05/06/2026

SEI Master Trust Adds Two Trustee Directors, Announces New Chair

Chair Allan Course Retires from Board After 15 Years of Dedicated Service

05/06/2026

JTC Law Appoints Stefan Schausberger as Head of Private Client and International Trusts

Based in Jersey, he will also provide advice on compliance and regulatory issues, further strengthening JTC Law’s offering in these areas.

05/06/2026

Skipton International Strengthens Leadership Team With Two Senior Appointments

She has partnered closely with boards and executive teams across EMEA, APAC and the Americas, helping to shape people strategy, lead complex change and build high-performing, engaged organisations.

05/06/2026

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed eight new appointed representative firms to its advice network.

05/06/2026

SIX Securities Services Appoints New Head of Sales

Most recently, he served as CEO of HSBC Inka — the international investment management company of HSBC Germany in Düsseldorf.

05/06/2026

Rathbones loses 94 years' service as five more wealth managers exit

The departures include another three investment directors who joined the business following its combination with Investec Wealth & Investment.

05/06/2026

Wedlake Bell continues strategic growth with senior hire and partner promotions

Her practice spans all aspects of relationship breakdown, including divorce and separation, financial remedy proceedings, pre‑ and post‑nuptial agreements and disputes relating to children, frequently involving international elements.

05/06/2026

Titanbay appoints former Allfunds CIO as strategic advisor

The funds technology firm adds one of Europe's most experienced B2B fund distribution executives to its advisory team.

05/05/2026

Edmond de Rothschild appoints new chairman in Luxembourg

Norbert Becker becomes board of directors chairman, effective 28 April, succeeding Benoit Dumont

05/05/2026

Ticino private bank names ex-Julius Baer star as CEO

Sonia Gössi takes charge of BG Suisse Private Bank, which is owned by Banca Generali.

05/05/2026

Rothschild & Co builds on momentum in Spain with strategic Wealth Management hire

New appointment marks a further step in the expansion of the Wealth Management business in Spain, strengthening local capabilities.

05/05/2026

Pictet AM hires new co-head of sales from Robeco

Prior to joining Robeco, Badjie spent nine years at the firm in Rotterdam, most recently as Global Head of Sales & Marketing and a member of the Executive Committee.

05/05/2026

Block Asset Management appoints global head of distribution

Paul Brown’s career in financial services spans 40 years, including 35 in international wealth management

05/01/2026

Aberdeen Investments appoints global head of Multi-Asset and Alternatives

Aberdeen Investments has appointed Marianne Zangerl as Global Head of Multi Asset and Alternative Investment Solutions.

05/01/2026

EY strengthen Midlands partner team with Tony King and Kris Aspin

“Their arrivals strengthen our ability to help organisations address risk and performance challenges in an increasingly complex environment, and I am delighted to welcome them both to the team.”

05/01/2026

Macron appoints new chief of staff as ex-aide eyes Bank of France job

The move frees up Emmanuel Moulin to run for central bank governor.

04/30/2026

LCM Family Limited enters administration

The joint administrators are responsible for managing the affairs of the firm during the administration process.

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