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Executive Moves

04/10/2025

Barclays portfolio manager joins BRI Wealth after 27 years

Chris Clement joins the firm as a senior portfolio manager.

04/10/2025

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

04/10/2025

iM Global Partner bolsters Swiss distribution with new hires

iM Global Partner has appointed new vice presidents for its Zurich branch and its Italian-speaking market.

04/10/2025

RSM UK announces new tax heads to lead its teams in next phase of growth

Helen Relf heads up private client services

04/09/2025

Mathew Mallett to leave the CII

Mat will also leave his role as a Director on the PFS Board.

04/09/2025

Surprising CEO Shake-Up at Aquila

Vivien Jain, the current CEO, will step down at the end of April 2025 and leave Aquila in September 2025

04/09/2025

Vontobel Appoints Two New Chiefs For Its Institutional Clients

The new duo is based in Zurich and reports to Christoph von Reiche, Vontobel’s head of institutional clients.

04/09/2025

Edmond de Rothschild Appoints Eric de Tessières as Chief Sustainability Officer

He initially joined BNP Paribas Investment Partners in finance and business development positions for emerging countries after starting his career at Ernst & Young.

04/09/2025

Ex-Credit Suisse AM wholesale chief joins ILS boutique

Anton Commissaris is one of two new hires at Euler ILS Partners, which focuses on insurance-linked strategies and was previously part of Credit Suisse.

04/08/2025

Generali investors should vote to keep CEO in the job, proxy adviser ISS says

ISS recommended voting for Mediobanca's slate of board nominees, and against two others.

04/08/2025

HSBC Asset Management's UK CEO Stuart White leaving company

We will conduct a search for his replacement," a spokesperson said, adding that he was leaving to pursue other opportunities outside the group.

04/08/2025

L&G’s Mortgage Services business appoints Kelly Bretherton as Head of Ignite

L&G’s Ignite platform is a free integrated tool that has been designed to provide seamless support for mortgage research.

04/08/2025

Sheryl Needham joins Titanbay as Global Head of Distribution

Most recently, she worked with AllianceBernstein, helping shape their family office distribution strategy across EMEA and driving key private markets initiatives.

04/08/2025

Aviva Investors makes senior hires to UK wealth team

These included group relationship manager and head of wealth and premier in its wealth and private banking business.

04/08/2025

Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth

Will be joined by a team including Jessica Miller

04/08/2025

Eric de Tessières appointed Chief Sustainability Officer of Edmond de Rothschild

Edmond de Rothschild strengthens sustainable development team and reaffirms long-standing commitment to sustainable investment

04/08/2025

Bordier & Cie appoints Aloïs Sommer as Limited Partner

Grégoire Bordier, Evrard Bordier and Christian Skaanild remain the Managing Partners with unlimited personal liability.

04/08/2025

Kathrin Wehrli becomes new Head of Corporate and Institutional Clients

Effective September 1, 2025, Kathrin Wehrli will succeed Marc Praxmarer and become a member of Valiant’s Executive Board.

04/08/2025

Financial Stability Board nominates Andrew Bailey to serve as its next Chair

Andrew Bailey currently serves as the Chair of the FSB’s Standing Committee on Supervisory and Regulatory Cooperation (SRC).

04/07/2025

Balfour Capital Welcomes Senior Wealth Manager

Prior to leading private banking, Ibrahim served as Senior Global Sales Trader (2006–2010) at BBAC Bank

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