03/28/2019
Sanlam advice chief exits
In the summer of 2017, Buckinghamshire-based ErgoWealth was the first financial planning business to join the advice partnership launched by Sanlam.
Executive Moves
03/27/2019
Fairway Group appoints Client Director to help oversee its expanding Pensions business
John is a qualified Investment Manager and a full member of the Chartered Institute for Securities & Investment (CISI).
03/27/2019
Vistra Further Strengthens Its In-house Compliance Expertise
He has served as an executive board director for four trust companies since 2000
03/27/2019
Schroders appoints new multi-manager head as predecessor named CIO
Joe Le Jehan, who joined the team in 2008, will become co-manager across the fund range alongside McDonald.
03/27/2019
Law firm makes new private client hire
Previously Associate Solicitor in the Real Estate team at Shakespeare Martineau, Nottingham, Sanveer has worked at national and international law firms
03/27/2019
Partner promotion for tax specialist
Masum went on to gain valuable experience at several leading private client firms in London
03/27/2019
EY makes director hire
Mattoo said: “I am very proud to be joining EY’s private client services team in the Midlands and look forward to helping our clients navigate the increasingly complex tax landscape."
03/27/2019
AXA hires Merrill Lynch's chief European economist
In his new position, Moëc will be responsible for developing top-tier models, views and research analysis on key global economic trends and for shaping the AXA Group’s economic outlook.
03/26/2019
Nagelmackers head of AM departs
He joined Bank Nagelmackers in 2006 as head of AM & Investment Research Center. In 2010 he became the head of Asset Management division at Nagelmackers.
03/26/2019
Trio of funding specialists joins the BTG Advisory team
The trio will be working with banks, businesses and other intermediaries to facilitate access to long term, fully unsecured loans of £0.5m - £5.0m and terms of five to eight years.
03/26/2019
Succession appoints risk officer ahead of SMCR
Under the rules anyone who holds a senior management function at an advice company will need to be approved by the FCA
03/26/2019
Surprise at Deutsche Bank as senior FIG banker loses job after less than a year
He was head of corporate banking financial institution group (FIG) coverage at the German bank, until last week or so.
03/26/2019
Robert Löw becomes new CEO of LLB Austria
The board is completed by former members Gerd Scheider
03/26/2019
RLAM continues to build out wholesale team with JPMAM hire
Intermediary sales time has more than doubled since Phil Reid took the helm
03/26/2019
Estera Appoints Managing Director for Jersey
Brendan joined Estera in 2008
03/26/2019
German asset manager hires head of absolute return
Commenting on the new hire, Kaffarnik said client demand for absolute return has increased amid increased volatility in international markets.
03/25/2019
Muzinich hires GAM's Kubli for new structured credit role
Kubli had worked at GAM for 11 years, where she was senior portfolio manager for structured finance and corporate credit.
03/25/2019
KPMG announces new director in Asset and Wealth Management practice
Samantha’s experience and expertise will help us ensure every piece of advice we give is scrutinised from a risk perspective.
03/25/2019
Deutsche Replaces Investment Boss
The move represents a renewed bid by Deutsche to win more recurring business from the world's wealthy
03/25/2019
Wealth manager hires former UBS man to Edinburgh office
Swiss group targets regional growth with three UK appointments