06/05/2020
Moelis appoints MD in Global Healthcare Group
He has more than 15 years of investment banking experience
Executive Moves
06/05/2020
Juan Bernal, from Caixabank, and José Carlos Vizárraga, from Ibercaja, will be vice-presidents of Inverco
Inverco reported, for example, in January of this year that the To Tobin rate ’ it would lose 7.4% of the assets of investment funds and 5.6% of pension plans in the next 25 years.
06/04/2020
J.P. Morgan bolsters sustainable investment team with four hires
J.P. Morgan AM also hired ex-Bank of England employee Caspar Siegert and former Amundi analyst Angelo Drei as global sustainable investing research and data analysts in its London office.
06/04/2020
Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
Andy Thompson is to leave the business at the end of June
06/04/2020
Finantix appoints Christine Ciriani new CEO
Since her appointment as CCO, Ciriani has been a driving force behind Finantix’s evolution, focusing on talent acquisition, commercial strategy and market positioning.
06/04/2020
Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
The next phase of Quilter Financial Planning’s strategy will focus on fully integrating the business, bringing it closer to the rest of the Quilter group
06/04/2020
Hawksmoor Chairman to leave at end of June
Anthony Deacon, currently a Non-Executive Director, will act as Interim Chairman until a replacement is found.
06/04/2020
Alex Simpson joins Smith & Williamson’s Employer Solutions team as Partner
Alex added: “Smith & Williamson is a firm which is ideally placed to assist agile businesses to adapt to changing circumstances, develop and thrive
06/04/2020
Barclays Private Bank strengthens Europe team with senior appointments
Werlau has joined Barclays Private Bank as head of investments for Barclays Bank Ireland, based in Dublin.
06/04/2020
Swiss family offices found investment firm with German medical company
Sibylle Peter, the founder of YSMA, will sit on the board of directors
06/04/2020
Tilney continues to hire during pandemic: Mark Stone joins Bristol team as a financial planner
Tilney successfully migrated to a remote working model ahead of the lockdown in mid-March, utilising secure technology to enable its financial planners and investment managers’ full access to its systems from home during the COVID19 pandemic.
06/03/2020
Eaton Vance appoints Business Development Director for Germany & Austria
Thomas is an experienced sales executive with strong relationships in German-speaking Europe, and a proven track record of accessing new markets and distribution channels.
06/03/2020
Office of Tax Simplification: new board member announced
Professor Judith Freedman CBE has joined the OTS board
06/03/2020
First State appoints former Fidelity man to board
First State chairman, Sunao Yokokawa, said the appointments will play an “important role in ensuring we align with best practice corporate governance” as First State operates as a standalone business.
06/03/2020
Kempen Capital Management appoints new COO
The new position also sees him appointed to Kempen’s Management Board.
06/03/2020
Carey Olsen continues expansion of Bermuda footprint with significant London hire
Carey Olsen has added Bermuda law capabilities to its London office with the appointment of experienced corporate lawyer Sheba Raza.
06/03/2020
MilleniumAssociates enhances its Global Advisory Board
Dr. Goekmen-Davidoff significant expertise is in real estate, family firms, family offices, succession and wealth planning as well as business development and he will therefore support Millenium’s entrepreneurial advisory services team as well as th
06/03/2020
UBS names new UK family office boss after sudden exit
The team will be led by James Charlton Meyrick on an interim basis while Frey is making the transition.
06/03/2020
Ocorian appoints new Head of UK Client Services
We are delighted to welcome Nick Bland as Director and Head of UK Client Services in our London office.
06/03/2020
Brown Shipley hires Julius Baer veteran for London arm
He brings a wealth of experience in financial services including 14 years at Julius Baer International