12/09/2020
Manchester family office taps UBS veteran as chief executive
Paddy Lewis will take over from incumbent CEO Ian Marsh who will become executive chairman of the board.
Executive Moves
12/09/2020
GAM appoints Global Head of Sustainable and Impact Investment
Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm.
12/08/2020
HSBC names CEO of Wealth and Personal Banking
He is currently the Chief Executive of HSBC Bank plc, the UK non-ring-fenced bank, and Chief Executive of HSBC Europe.
12/08/2020
Independent wealth advisory firm appoints new CEO
The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations.
12/08/2020
Holborn Appoints Group Chief Financial Officer
She is a highly experienced and senior finance professional who also provides vision and leadership for strategy, change and transformation
12/08/2020
Impax Asset Management announces directorate changes
Impax, an AIM listed specialist investor focused on the transition to a more sustainable economy, has announces that Keith Falconer has retired as Chairman, with effect from 8 December 2020. Falconer has been Chairman since 2004.
12/08/2020
Credit Suisse corporate banking head for Switzerland exits
The head of SME business for Switzerland, Andreas Gerber, will succeed him in January.
12/07/2020
KPMG appoints Mike Linter to Private Enterprise leadership
Yorkshire based joined KPMG in 1994, and since then he has worked to support businesses in the region with their expansion plans, both at home and abroad.
12/07/2020
BNP Paribas Asset Management Appoints Global Head of Client Services
In his new role, Daniel will be responsible for enhancing BNPP AM’s client services across all regions.
12/07/2020
Zurich-based fund boutique taps Blackrock again
Prior to that, he held roles in equity research, with a focus on capital goods, at MF Global, HSBC and Capital Group.
12/07/2020
Aviva appoints CEO of International
Adam will join Aviva in January
12/07/2020
HSBC names industry veteran Group CIO
HSBC highlights AI and robotics as two key technologies, while Van Wyk will also be in charge of operational resilience and managing the bank's cyber security.
12/04/2020
UBS appoints president of Swiss unit
Changes effective 1 February 2021
12/04/2020
Clunie to exit Jupiter in multi-asset shake up
The fund has been short technology, including companies such as Tesla, in a period when such stocks have soared.
12/04/2020
Sabadell eyes more job cuts, alliances after BBVA deal collapses
Sabadell is considering more job cuts and striking product distribution alliances with other European banks after merger talks with rival BBVA fell through last week, according to four sources with knowledge of the matter.
12/04/2020
Asset Management One International names CIO
His appointment coincides with AMOI’s ambition to grow its presence in the Emea market, underlined by the addition of Andrea Favaloro as head of business development Emea earlier this year.
12/02/2020
Northern Trust Hires Head of Fiduciary for its Global Family Office and Private Investment Office Group
He will also work directly with clients and their advisors to develop a consultative relationship and gather information related to their financial circumstances and goals.
12/02/2020
New UK Chief Executive Officer for Wealth Management Business and appointment to UK subsidiaries
David has over 30 years' experience in financial services with Lloyds Banking Group where he has held numerous senior leadership roles in distribution and functional areas across its Retail, Commercial and Insurance divisions.
12/02/2020
Stonehage Fleming appoints director in Jersey family office team
Stewart led a team of bankers and was part of the senior management team responsible for a cGBP4 billion loan book, and new business origination.
12/02/2020
Vontobel AM head steps down amid reshuffle
In a statement the firm said this is part of its efforts to become increasingly client centric.