11/06/2025
Cazenove’s Scotland head promoted to head of UK regions
Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.
Executive Moves
11/05/2025
Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor
She will work closely with the Birmingham team and colleagues across Brown Shipley
11/05/2025
Puma Investments appoints Jessica Franks as Commercial Director
As part of Octopus’s senior leadership team, she helped shape strategy and is widely recognised as a leading voice in the tax-efficient space.
11/05/2025
EFG International: Former Journalist Becomes Media Chief
In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.
11/05/2025
Fortem builds out investment capability as it looks to scale platform
Andrew Warwick appointed Senior Portfolio Manager
11/05/2025
Reassured appoints Laura Mullaney as chief growth officer
She will also support the continued expansion of Reassured’s partnerships programme and lead initiatives to enhance operations and customer experience.
11/05/2025
New Client Services Director for IQ-EQ
Mr Van Schalkwyk started work this week, with Greg Kok, Managing Director of IQ-EQ Guernsey, welcoming him to the role.
11/04/2025
WealthOS, welcomes Google and LinkedIn veteran, John Herlihy, as chairman
After spending many years in California leading teams for Adobe, Oracle and First Data, John returned to his native Ireland in 2005 to scale Google’s EMEA operations.
11/04/2025
Zurich independent asset manager onboards UBS relationship manager
Brevalia has hired Mathis Weber as a client adviser.
11/04/2025
Patric Deflorin will be the new CEO
Patric Deflorin has been Head of Distribution and a member of the Executive Board at AXA Switzerland since April 2025.
11/03/2025
Quilter appoints Sam Christopher as proposition director
Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.
11/03/2025
BCN appoints senior portfolio manager as CIO
Vincent Schwery has been appointed as CIO at the cantonal bank.
11/03/2025
Former Brown Shipley CEO joins advice consolidator
Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.
11/03/2025
Swiss Registered Investment Advisor Association names new chair
Benedikt Kaiser has been succeeded by board member Urs Vrijhof-Droese as chair of the association, which represents firms serving US investors out of Switzerland.
11/03/2025
Aegon announces changes to its Board of Directors
In line with previous announcements, Mr Connelly will retire as Chairman and member of the BoD on the same date.
11/03/2025
Bird & Bird hires valuations expert Vicky Laws as Head of Valuation & Damages
Vicky joins from a partnership position at FTI Consulting
11/03/2025
Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments
Greig Townsend joins as CBO to lead the Bank’s growth strategy.
11/03/2025
RBC Brewin Dolphin intermediary head exits
Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.
11/03/2025
BTO promotes Julie McMahon to partner
Her promotion reflects her professional excellence and her contribution to the wider legal community
10/31/2025
Adrian Edwards Promoted to Partner at MASECO Private Wealth
Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.