07/09/2020
Dominic Wheatley Joins Cutts-Watson Consultancy
Mr Wheatley’s appointment reflects CWC’s ethos of acting as a Trusted Adviser
Executive Moves
07/09/2020
Advisers leave Tenet over new back-office system
While Ms Ash said she had now “got to grips” with the system, she described it as “not straightforward” and said she would be leaving the network at the end of the month.
07/08/2020
Copia Capital Management expands team
In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risk Awards.
07/08/2020
Barclays makes three senior appointments
Jamshed Kakalia will relocate to London from Barclays New York office to lead the Consumer coverage team in Europe and Middle East.
07/08/2020
Fidelity International Appoints Global Head of Macro and Strategic Asset Allocation
In his new role, Salman will be responsible for developing and leading the Global Macro and Strategic Asset Allocation group.
07/08/2020
KKR Appoints Simon Marrison as Senior Advisor for Real Estate in Europe
Prior to joining LaSalle, Mr. Marrison was Country Manager of Rodamco France.
07/07/2020
GAM hires new Head of Global Distribution and creates Global Institutional Solutions role
This is one of two planned senior appointments to lead distribution and sales at GAM
07/07/2020
Credit Suisse Poaches UBS Executive
Eberhard, who began as a graduate trainee at UBS, is battle-tested: she was chief of staff for asset management head Ulrich Koerner until 2016.
07/07/2020
Unigestion adds to UK institutional sales team
Asset manager
07/07/2020
Gresham House hires infrastructure specialist
Peter Bachmann joins as fund manager
07/07/2020
Barclays Private Bank appoints Global Heads of Family Office and Client Experience
In her role as Global Head of Client Experience, Ms Aimer will support Barclays Private Bank strategic growth ambitions by taking on end-to-end responsibility for client experience, including product propositions, marketing and distribution and digital fa
07/07/2020
IQ-EQ welcomes new Client Services Director
A seasoned private wealth practitioner, Paul has 35 years’ experience in the financial services industry
07/07/2020
UBP hires Nordea manager to bulk up EMD efforts
New hire drops several funds at former employer to take up position in Swiss group's London-based operations.
07/07/2020
Rathbones bolsters distribution team with DFM specialist
Joins with 25 years' experience
07/07/2020
Appointment of Fiona Woodhouse as Brown Shipley’s Chief Risk Officer
She will be responsible for overseeing Brown Shipley’s risk management operations.
07/07/2020
Beaufort Financial hires head of advice
As head of advice Mr Mason will replace Mr Humphreys, who is set to retire at the end of this month after more than 35 years in the industry.
07/07/2020
Capital Group appoints veteran PM to bond strategy
Fixed income portfolio manager Philip Chitty has been assigned to another bond strategy at the US giant.
07/07/2020
STAR Steering Group replaces founding chair
Mr Marker is head of retail pensions at Vanguard Asset Management and has extensive technical expertise in retail and occupational pensions from a 25-year career in pensions that has spanned roles in operations, proposition, and product design.
07/07/2020
Voya Investment Management Hires Head of EMEA Insurance and Pension Solutions
Tom’s addition expands on this success – providing our clients with a proven partner with a demonstrated track record of innovation, client focus and a solutions mind set.
07/06/2020
Close Brothers appoints two Managing Directors
Helen and Nick join from Rathbones