11/17/2025
Edmond de Rothschild creates private markets distribution team
The new appointments include the overall head of private markets distribution, Robbert Zoet.
Executive Moves
11/17/2025
Lesley-Ann Morgan appointed Global Head of DC
Morgan will spearhead global DC client growth as L&G strengthens its market-leading position.
11/17/2025
Raymond James £20bn UK wealth architect Cynthia Poole to retire
Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.
11/17/2025
New senior appointment will accelerate BW SIPP transformation
He will ensure our offerings remain competitive, compliant and aligned with Consumer Duty outcomes, while leading a specialist team focused on proposition development and supplier management.
11/17/2025
PortfolioMetrix appoints new CEO and senior team
He will replace founder Brandon Zietsman who will take on the role of executive chair.
11/14/2025
Prominent Departure at the Top of Swissquote
There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.
11/14/2025
Mattioli Woods founder steps back as Mann becomes CEO
In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.
11/14/2025
Julius Baer announces new leadership for its home market Switzerland
Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026
11/14/2025
ZKB Asset Management appoints new Head of Index Solutions
He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026
11/14/2025
Freiburg Cantonal Bank: COO resigns
The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.
11/14/2025
Broadridge Appoints Richard Street as Head of International Sales
Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.
11/14/2025
Osmosis strengthens leadership with new hires
He is set to lead the firm’s next phase of systematic research and product innovation.
11/14/2025
Unity Trust Bank promotes Kiran Samra to chief risk officer
Joining Unity Trust Bank in 2018 from Co-operative Bank, Samra has served as head of operational risk since 2022.
11/14/2025
Bitcoin Suisse announces new client chief
Roman Przibylla is the latest addition to Bitcoin Suisse, assuming the role of group chief client officer.
11/13/2025
Santander UK appoints HSBC's Gail Russell as head of everyday banking
Russell brings over two decades of banking experience to Santander UK and previously spent nine years at HSBC in various leadership roles.
11/13/2025
Quilter strengthens Executive Committee with two senior appointments
Jo Harris will join Quilter in January 2026 in the newly created role of chief customer officer, subject to regulatory approval.
11/13/2025
Rothschild & Co Switzerland hires Baltic private banking boss
Kaie-Liis Asu has joined Rothschild & Co Wealth Management Switzerland from Estonia.
11/13/2025
Felix Brill Appointed Head of International Locations of the VP Bank Group
In this role, he will be responsible for client business in Switzerland, Luxembourg, and Singapore
11/13/2025
Partners Group appoints Nicholas Smith Wang as Partner and Co-Head of Private Equity Technology
Nicholas will be based at Partners Group's global headquarters in Baar-Zug, Switzerland, and will join the firm later this month.
11/13/2025
3iQ Continues Global Expansion Appointing Christophe Racine as Head of Business Development Switzerland (DACH region)
Christophe has near thirty years’ experience of sales, distribution and business development in investment management, wealth management and private banking.