11/11/2022
Investec W&I bolsters Glasgow and Manchester wealth arms
Investec Wealth & Investment has made two senior appointments to its Manchester and Glasgow offices.
Executive Moves
11/10/2022
London boutique founder moves to Man Group
Sof Yiannakas will join Man GLG to lead a long/short fund with support from two managers.
11/10/2022
Private Banking: Appointments of Dorothée Watine and Jean-Nicolas Schweigert
Dorothée Watine and Jean-Nicolas Schweigert became members of the management committee of private banking in France on the same date.
11/10/2022
Merryn Somerset Webb stands down from Netwealth board
The Financial Times columnist is standing down after four years on the digital wealth firm's board.
11/10/2022
Hargreaves Lansdown hires chief client and commercial officer
He brings considerable digital transformation experience in client experience, product development and performance efficiencies across financial services and technology businesses.
11/10/2022
Lombard Odier PM joins Credit Suisse AM as Swiss equity head
Damian Burkhardt has joined from Lombard Odier.
11/10/2022
Hargreaves hires Barclays tech heavyweight as commercial boss
He will support HL’s client commercial teams to develop its strategic direction and products
11/10/2022
Titanbay appoints Abrdn private equity boss to advisory board
Merrick Mckay, head of European private equity at Abrdn, will sit on Titanbay's investment advisory board where he will make decisions regarding the strategies and funds that reach the platform.
11/10/2022
Lloyds Bank combines commercial cards and invoice finance teams
The invoice finance product and commercial card teams will be brought together under his leadership, unlocking new opportunities for cross-team collaboration, product innovation and growth.
11/09/2022
Titan Wealth appoints new head of portfolio management
He also ensuring that investment expertise is aligned across Titan's growing family of businesses.
11/09/2022
Atomos appoints WTW to run retail portfolios
Formerly known as Sanlam Wealth, the firm wants to offer clients benefits traditionally available only to institutional investors
11/09/2022
EQ Investors lose second CEO this year
Nath Papadacis has left the firm after a brief stint as joint CEO.
11/09/2022
Boutique founder moves to Man Group's investment arm
Sof Yiannakas will join Man GLG to lead a long/short fund with support from two managers.
11/08/2022
Nuveen taps Allianz GI for new UK wealth sales director
Harry Bush joins
11/08/2022
Capital Group Adds Ex-Janus Henderson Executive
Previously, he also held other leadership roles at PIMCO and BMO Mutual Funds.
11/08/2022
HIGHVERN welcomes Guernsey Advocate to the group
Kerrie is a Guernsey Advocate with over 18 years of experience working in leading offshore law firms in Guernsey and Jersey.
11/08/2022
Geoffroy Vermeire appointed Managing Director of Lombard Odier in Belgium
In his previous professional experience, he has held leading executive and non-executive positions within the Delta Lloyd Group in asset management, brokerage and private banking in Belgium and the Netherlands.
11/08/2022
RBC Brewin Dolphin adds to intermediary team
Wealth manager RBC Brewin Dolphin has added to its intermediary team with the appointment of James Clark as nationals & networks development manager.
11/08/2022
Changes to the UBS Group Executive Board
Damian Vogel to succeed Christian Bluhm as Group Chief Risk Officer
11/08/2022
We’ve appointed Amit Puri to lead our Sustainable Finance business
Based in London, Amit reports to Marisa and leads the Bank’s Sustainable Finance and Environmental & Social Risk teams globally.