04/03/2025
In addition, he will work alongside the firm’s asset, risk and research teams to develop new solutions to improve investment outcomes and drive forward the firm’s continued growth into these areas.
04/03/2025
Matthew Greninger said: “Gresham has built an outstanding reputation in global financial markets and is highly respected by customers and by competitors.
04/03/2025
New Managing Director for iPipeline UK will join the Executive Leadership Team in shaping future growth strategies
04/03/2025
The appointment reflects rising demand for technology that enables goal-based, personalised financial planning at scale.
04/03/2025
She joins from Robeco, where she was promoted just last year.
04/03/2025
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
04/03/2025
Zeno Staub and Bank Vontobel – there seems to be a strong mutual attraction.
04/03/2025
In his new role, Edmund will focus on distributing GAM’s award-winning multi-asset investment solutions to institutional and wholesale clients across Switzerland.
04/03/2025
He will play a key role in driving financial resilience, optimising capital efficiency, supporting business growth
04/02/2025
Paul McNamara announces his retirement after 28 years in asset management
04/02/2025
Michael Diamantopoulos spent two decades at Ninety One before exiting last year
04/02/2025
The Swiss insurer announced this on Wednesday.
04/02/2025
Herbert Scheidt, previously Vice Chairman of the Board of Directors, has been appointed as the new Chairman.
04/02/2025
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
04/02/2025
Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.
04/02/2025
Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team.
04/02/2025
Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.
04/02/2025
Gavin Wood replaces Ian White as managing director of the boutique as it completes the purchase of Suffolk-based financial planning firm Green Rose
04/01/2025
These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.
04/01/2025
All of the newly-promoted partners are experienced private bankers.