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Executive Moves

11/19/2025

True Potential appoints Stuart Dodson as CEO of True Potential Wealth Management

Stuart brings to True Potential over 25 years’ experience in regulated financial services.

11/19/2025

Birgit Ludwig will become COO of Swiss Life Asset Managers

In her new role, Birgit Ludwig reports directly to Per Erikson, Group CIO of Swiss Life.

11/19/2025

Federal Council elects new member to FINMA Board of Directors

She will take up her mandate on January 1, 2026, for the remainder of the FINMA Board's ordinary term of office, which runs until the end of 2027.

11/18/2025

Lloyds Banking Group appoints John Langley as CEO of Corporate & Institutional Banking

The appointment, which is subject to regulatory approval, follows John Winter’s decision to step down in 2026.

11/18/2025

Crestbridge Family Office Services appoints Client Director

He will also oversee the management of a broad range of trust and corporate structures holding a wide range of assets.

11/18/2025

Guernsey Finance appoints new Acting Chief Executive

Guernsey Finance is a joint government and industry initiative that is tasked with promoting and connecting Guernsey as an international finance centre in key markets.

11/18/2025

FNZ appoints Dame Alison Rose as Chair of FNZ UK and FNZ Group Board member

Alison Rose will work closely with FNZ’s Boards to accelerate the company’s strategy and support its commitment to making investing more accessible to more people worldwide.

11/18/2025

Campbell Lutyens appoints MD for GP capital advisory practice

Gore-Randall joins from Legal and General where she led its GP stakes programme

11/17/2025

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

11/17/2025

Edmond de Rothschild creates private markets distribution team

The new appointments include the overall head of private markets distribution, Robbert Zoet.

11/17/2025

Lesley-Ann Morgan appointed Global Head of DC

Morgan will spearhead global DC client growth as L&G strengthens its market-leading position.

11/17/2025

Raymond James £20bn UK wealth architect Cynthia Poole to retire

Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.

11/17/2025

New senior appointment will accelerate BW SIPP transformation

He will ensure our offerings remain competitive, compliant and aligned with Consumer Duty outcomes, while leading a specialist team focused on proposition development and supplier management.

11/17/2025

PortfolioMetrix appoints new CEO and senior team

He will replace founder Brandon Zietsman who will take on the role of executive chair.

11/14/2025

Prominent Departure at the Top of Swissquote

There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.

11/14/2025

Mattioli Woods founder steps back as Mann becomes CEO

In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.

11/14/2025

Julius Baer announces new leadership for its home market Switzerland

Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026

11/14/2025

ZKB Asset Management appoints new Head of Index Solutions

He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026

11/14/2025

Freiburg Cantonal Bank: COO resigns

The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.

11/14/2025

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

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