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Executive Moves

10/22/2025

Artorius appoints Andrew Dixon as Head of Wealth Planning

Andrew brings a wealth of experience, having previously worked with Jane Fowke at both Barclays and SG Hambros—recently acquired by UBP—where he served as Head of Wealth Planning.

10/22/2025

Jackson Lees Group makes senior promotions in its private client division

It is part of MAPD Group, which was founded by Brian Cullen and Joanna Kingston-Davies in 2020.

10/21/2025

Nucleus promotes Mike Regan into new Deputy CEO role

The creation of this role reflects the ambition and continued growth of Nucleus as one of the leaders in the sector.

10/21/2025

Ex-Raymond James recruitment head sets up UK wealth talent firm

Jason Cherriman has established London-based Credencia Talent a few months after his 16-year career at Raymond James came to an end.

10/21/2025

HSBC hires banking veteran David Lindberg to lead its UK business

Most recently, he headed the Retail Banking division at British lender NatWest before stepping down earlier this year.

10/21/2025

Suntera Global strengthens UK Private Wealth offering with senior appointment

Based in London, John will be focussing on UK clients, intermediaries and business introducers to boost Suntera’s private wealth offering.

10/21/2025

Partners Group brings in PE experts for tech and health

Both will be based at the firm's headquarters in Zug

10/21/2025

Hypothekarbank Lenzburg AG announces personnel changes in the management

The Head of Finance & Risk, Stefan Meyer, will leave the bank at the end of January 2026.

10/21/2025

Two more lateral partner hires for Eversheds Sutherland as firm invests further into its Luxemburg practice

Sara joins from law firm NautaDutilh, where she was a key member of its Banking & Finance team. Before joining NautaDutilh, Sara spent several years at Arendt & Medernach.

10/21/2025

Two more lateral partner hires for Eversheds Sutherland as firm invests further into its Luxemburg practice

Sara joins from law firm NautaDutilh, where she was a key member of its Banking & Finance team. Before joining NautaDutilh, Sara spent several years at Arendt & Medernach.

10/20/2025

Callanish Capital gears up for advice expansion with F1 signing

CEO Haig Bathgate announces a string of news at the multi-family office.

10/20/2025

Man Group’s bond star: The three tenets that keep Jonathan Golan on top

Jonathan Golan remains bullish on financials and European bonds after racking up his 48th Citywire AAA rating in a row.

10/20/2025

Söderberg hires ex-Wealthtime executive as CCO

Prior to that, he was sales director at the group, overseeing the design and implementation of segmentation and distribution models.

10/17/2025

UBS appoints Chief AI Officer to drive its AI strategy

UBS appoints Daniele Magazzeni as Chief Artificial Intelligence Officer to further advance the firm’s AI strategy.

10/17/2025

Canaccord Wealth launches new wealth planning service in Isle of Man

The company has made three new appointments to coincide with the move

10/17/2025

State Street expands European partner trading team

In Frankfurt, the firm has appointed Dirk Heim, Nicole Lindermayr and Daniel Eichhorn to senior roles.

10/16/2025

Emma Skedgel Joins SEI’s Defined Contribution Team

Appointment Reinforces Commitment to Client Service, Better Member Outcomes

10/16/2025

BNP Paribas Switzerland names wealth management CEO

BNP Paribas names Yusuf Savmaz as wealth management CEO for Switzerland, after acting on interim since June.

10/16/2025

RBC Brewin Dolphin makes raft of wealth hires

RBC Wealth has bolstered its UK franchise's London and Edinburgh arms with four hires, while also adding a relationship manager in Jersey.

10/16/2025

Sparrows Capital hires sales manager to focus on advisers

Has worked at ebi, M&G Wealth, 7IM, Standard Life/Aberdeen and HSBC

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