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Executive Moves

11/27/2020

Jonathan Davidson to leave supervisory role amid FCA shake-up

He will support the transition and will become a senior adviser to the FCA ahead of next year’s COP26 climate change conference.

11/26/2020

Scottish fintech firm appoints new chief financial officer

Prior to this, Mr. Bain held a variety of senior roles during his 14-year tenure at Graham Technology,

11/26/2020

Grant Thornton names Corporate Finance lead for Thames Valley

Business and financial advisor Grant Thornton has appointed Peter Jennings to lead its corporate finance team in the Thames Valley region. He takes up the role alongside his position as Head of Healthcare M&A.

11/26/2020

Avellemy appoints Graham Bentley as chairman

Asset manager Avellemy has appointed Graham Bentley as non-executive director and chair to its board.

11/26/2020

Brown Shipley veteran leads Raymond James London launch

Simon Monk previously worked for Brown Shipley as an investment manager for 29 years.

11/25/2020

Swiss Equity Team Ready to Hand Over the Reins

Paul Schibli, the highly regarded head of Swiss equities team is set to retire in 2021

11/25/2020

EFG announces changes to Global Business Committee

Patrick Ramsey is a seasoned wealth management and private banking professional with more than 25 years of experience in the industry.

11/25/2020

Hiring at Jefferies in Paris, cuts at Houlihan Lokey in Frankfurt

While Jefferies is hiring in Paris, Houlihan Lokey has been firing - and hiring - in Frankfurt.

11/25/2020

International Family Office launches UK advisory board

“We are fortunate to have secured the services of Robin, Natalie and Anthony, and I am looking forward to working closely with them.”

11/25/2020

JPMorgan Chase moves closer to UK digital bank launch with CEO hire

This could carve out an audience in the crowded market by building out its feature set with in-demand but rarely supported capabilities.

11/25/2020

HSBC Ousts Head of US Fixed Income Desk

Europe's biggest bank poached Michael Yarian from Barclays in 2016.

11/25/2020

IAM appoints ex-Lombard Odier WM as partner

Avalor Investment has appointed Carole Müller-Wildi as a partner.

11/25/2020

Willis Towers Watson appoints co-portfolio manager of the Partners Fund

Sims is available for interviews on her new role within the Partners Fund as well as related questions of allocations to all asset classes, topical trends in multi-asset investing, portfolio construction and ESG.

11/25/2020

Reshuffle at Wealthify as new chairman appointed

Aviva first took a majority stake in Wealthify in 2017, but in June completed a full takeover of the company.

11/25/2020

James Hambro & Partners promotes portfolio manager to partner

European equities specialist Mark Leach has been with the firm since 2014 EmailFacebookTwitterLinkedInPrint

11/25/2020

Brown Shipley poaches UBS veteran to head London office

UBS’s Elizabeth Weir will be replacing Andrew Butler-Cassar who exited the business in February.

11/24/2020

Brewin Dolphin announces new Belfast head of office

Kenneth brings expertise, focus and enthusiasm to the job, he will lead the team to deliver strong outcomes for both clients and the company.

11/24/2020

Mayfair Capital announces senior appoinments

The time is right to hand over executive responsibility for running the business.

11/24/2020

Graham Bentley appointed to the helm of Avellemy

Investment industry veteran had already been chair of the DFM’s investment committee

11/24/2020

Heartwood names new CEO as it completes rebrand

Heartwood Wealth Management has named a new chief executive and dropped its name in favour of Handelsbanken Wealth & Asset Management.

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