11/22/2023
RSM UK recruits Birmingham partner
She joins RSM's Birmingham office from tax dispute law firm Joseph Hage Aaronson LLP and has previous experience across the big four and mid-tier accountancy firms.
Executive Moves
11/22/2023
Investec W&I CIO and Top 100 star Parrinder-Johnson to exit
Stacey Parrinder-Johnson is one of several exits from Investec Wealth & Investment following its merger with Rathbones earlier this year.
11/22/2023
AAB appoints Emma Lancaster as new chief executive
Based in London, she brings over three decades of experience from audit and advisory sector, and succeeds Graeme Allan in the role.
11/22/2023
Michaela Ernst is leaving Glarner Kantonalbank as of May 31, 2024
Michaela Ernst has been working for Glarner Kantonalbank since 2020 and is responsible for the bitubi area as a member of the management team.
11/21/2023
Citi names Gutiérrez-Orrantia Europe banking and cluster head in restructure
The latest step in the bank's reorganisation was announced on Monday
11/21/2023
Verona Kenny leaves 7IM in senior management restructure
Chris Justham and Russell Lancaster
11/21/2023
Anne Richards steps down as Fidelity International CEO
Will remain CEO over transition period
11/21/2023
Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
In her new role, Anna will work closely with Omnis Investments, the network’s asset management partner.
11/21/2023
UBS sends veterans to the Channel island of Jersey
The new Jersey boss can already look back on a quarter of a century at the big bank and took his first steps at UBS in wealth planning.
11/21/2023
RBC Brewin Dolphin hires director for UHNW arm
Richard Betts has been hired from J Safra Sarasin to join Brewin’s 1762 division, based near Mayfair.
11/21/2023
AA-rated global macro PM and team exit GAM for alts shop
London-based alts specialist welcomes three-strong unit, who will retain control of existing fund on a delegated basis.
11/20/2023
Succession Wealth appoints head of M&A
He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.
11/20/2023
Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn
The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.
11/20/2023
Evelyn Partners bolsters Leeds office with experienced investment manager appointment
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
11/20/2023
Stonehage Fleming names Head of Family Office in Guernsey
Prior to this, Gillian was Director and Head of Fiduciary Services at Duncan Lawrie Private Banking in the Isle of Man, and a Director at Abacus Trust Company.
11/20/2023
7IM’s Verona Kenny leaves after 10 years, as FNZ’s MD joins
Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.
11/20/2023
State Street Global Advisors announces Ann Prendergast as new Head of EMEA
She will continue to lead State Street Global Advisors Europe, Ltd.
11/17/2023
Schroders Personal Wealth appoints Head of Transformation
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
11/17/2023
Nomura scoops up Neuberger Berman’s Kapish Patel
Patel to be reunited with Julian Marks
11/17/2023
Alvarez & Marsal expands digital banking offer with senior hire
Pierre Legrand joins as a Managing Director to lead Alvarez & Marsal’s Digital Financial Services Practice