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Executive Moves

01/06/2026

New CEO at Swiss private banking service provider

As CEO, Bernay will drive the further development and transformation of Azqore

01/06/2026

New Head of Sales for Lombard Odier Investment Managers

The institutional asset management division of the Lombard-Odier Group has a new head of sales for Switzerland.

01/06/2026

Matthias Kottmann is the new president of the radicant board of directors.

Matthias Kottmann is a member of the Executive Board of Basellandschaftliche Kantonalbank (BLKB) and is responsible for the Private Wealth and Financial Advisory division.

01/06/2026

Fairstone Group founder departs for new venture

The founder of a national wealth management firm has left the business.

01/06/2026

VG Appoints William Douglas as Chief Executive Officer

William’s appointment supports VG’s growth ambition including further expansion into Dublin and the Middle East planned for 2026.

01/06/2026

SJP hires Blinoff to oversee bespoke investment offering

Newly created director of investment solutions will involve developing tax-advantaged propositions and DFM trading.

01/06/2026

Freeths expands Private Client services with senior hire in the North

She has acted as trustee for multiple high-value charitable and family trusts and is widely recognised for her leadership in the sector

01/06/2026

Josh Herson appointed to JOHCM UK Equity Income Team

Josh joins Senior Fund Managers James Lowen and Clive Beagles, bringing extensive experience in UK equities and portfolio management from Brooks Macdonald and Saunderson House.

01/05/2026

Amundi: Appointments

These appointments are effective since January 1, 2026.

01/05/2026

Zurich multi-family office names senior partner

Reto Frei has joined Helvetic Trust as a senior partner.

01/05/2026

Vontobel recruits relationship managers from UBS and ZKB

Christopher Huwyler and Sebastian Luck have joined Vontobel as relationship managers.

01/05/2026

BDO appoints new Chairman of the Board of Directors

The management team will be replaced with internal managers, and changes are also taking place at the various locations.

01/05/2026

Callum Beaton succeeds Nicola Stacey as CII president

He subsequently spent almost two decades in the captive insurance sector, becoming CEO of a captive management company and deputy CEO of its parent group.

01/05/2026

Brooks portfolio management head exits for JO Hambro

Josh Herson’s switch to co-manage the £1.9bn JOHCM UK Equity Income fund continues a period of personnel turnover at Brooks Macdonald.

01/05/2026

BlackRock hires two senior PMs for $30bn European equities team

The world’s largest asset manager has snapped up a duo from Columbia Threadneedle and Janus Henderson, who are dropping multi-billion-dollar funds as they leave.

01/05/2026

Ruffer 20-year veteran opts against returning after sabbatical

Alex Lennard has decided to leave Ruffer following a year-long sabbatical at the London Business School.

01/02/2026

Neil Lawrinson returns to Forvis Mazars as partner

His appointment underlines our ambition to continuously strengthen audit methodology and empower our teams to deliver exceptional quality.

12/31/2025

Grant Thornton strengthens UK leadership with 100 senior appointments over 2025

Grant Thornton significantly scaled its investment in talent and technology, including data and digital mindset training, and introduced industry-leading reward schemes such as its Employee Benefit Trust and exceptional bonus.

12/29/2025

UBS Executive Mike Dargan Appointed CEO of N26 to Lead Next Chapter of Growth

The appointment remains subject to regulatory approval by the German financial regulator, BaFin.

12/24/2025

Nordea Asset Management Appoints Kasper From Larsen as Portfolio Manager

The appointment reinforces Nordea’s climate transition capabilities at a time of rising institutional demand for credible, sector-driven transition strategies aligned with global climate frameworks.

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