10/31/2025
During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.
10/31/2025
Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.
10/31/2025
In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.
10/31/2025
Kevin Doran said in a LinkedIn post that he is stepping away from position at Lloyds-owned insurer to look after family with health conditions.
10/31/2025
Ms Doran has over 20 years of experience as a Chief Information Officer, leading IT transformations in major financial services businesses and across other industry sectors.
10/31/2025
Previously, he was responsible for the retail banking business in Northwestern Switzerland.
10/31/2025
With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.
10/30/2025
Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.
10/30/2025
She will succeed Tanate Phutrakul, who will step down from his position at ING’s annual general meeting in April 2026 as announced in July 2025.
10/30/2025
Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.
10/29/2025
Edinburgh Rugby star Chris Dean will initially take on business development role
10/29/2025
Blackstone has $1.2 trillion in assets under management.
10/29/2025
These changes are subject to regulatory and corporate approvals.
10/29/2025
Longstanding employee of Suntrust Investments Yves Pillonel has joined Baseline Wealth Management.
10/29/2025
The move marks a strategic step to strengthen governance and build on the firm’s recent FTSE 250 inclusion.
10/29/2025
Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.
10/28/2025
He previously held senior underwriting roles across speciality reinsurance lines at several Lloyd’s syndicates.
10/28/2025
He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.
10/28/2025
He brings significant expertise in fiduciary investment oversight and the management of complex trust structures, along with a strong understanding of private client needs across multiple jurisdictions.
10/28/2025
The dual role will be shared between two experienced managers.