11/06/2025
In addition to the wider professional community, Rothschild & Co Wealth Management works closely with its Global Advisory business, established in Birmingham for more than 20 years.
11/06/2025
Harald Kloos has joined Vontobel as a senior portfolio manager for the global and Swiss bond team.
11/06/2025
Richard Cleary and Ian Posgate join former colleagues to build out JM Finn's burgeoning Cheltenham office.
11/06/2025
Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.
11/05/2025
She will work closely with the Birmingham team and colleagues across Brown Shipley
11/05/2025
As part of Octopus’s senior leadership team, she helped shape strategy and is widely recognised as a leading voice in the tax-efficient space.
11/05/2025
In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.
11/05/2025
Andrew Warwick appointed Senior Portfolio Manager
11/05/2025
She will also support the continued expansion of Reassured’s partnerships programme and lead initiatives to enhance operations and customer experience.
11/05/2025
Mr Van Schalkwyk started work this week, with Greg Kok, Managing Director of IQ-EQ Guernsey, welcoming him to the role.
11/04/2025
After spending many years in California leading teams for Adobe, Oracle and First Data, John returned to his native Ireland in 2005 to scale Google’s EMEA operations.
11/04/2025
Brevalia has hired Mathis Weber as a client adviser.
11/04/2025
Patric Deflorin has been Head of Distribution and a member of the Executive Board at AXA Switzerland since April 2025.
11/03/2025
Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.
11/03/2025
Vincent Schwery has been appointed as CIO at the cantonal bank.
11/03/2025
Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.
11/03/2025
Benedikt Kaiser has been succeeded by board member Urs Vrijhof-Droese as chair of the association, which represents firms serving US investors out of Switzerland.
11/03/2025
In line with previous announcements, Mr Connelly will retire as Chairman and member of the BoD on the same date.
11/03/2025
Vicky joins from a partnership position at FTI Consulting
11/03/2025
Greig Townsend joins as CBO to lead the Bank’s growth strategy.