04/01/2025
These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.
04/01/2025
All of the newly-promoted partners are experienced private bankers.
04/01/2025
The election of a new Board member underscores this ambition.
04/01/2025
Bruno Marxer is to retire after more than 35 years in the industry.
04/01/2025
The appointment is effective from 1 April 2025.
04/01/2025
The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).
04/01/2025
FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.
04/01/2025
She joins the business in a new role supporting advisers across the north of the UK.
04/01/2025
In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise
03/31/2025
Nominations must be submitted by Friday, 2 May 2025
03/31/2025
As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.
03/31/2025
Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.
03/31/2025
David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.
03/31/2025
He joins Aberdeen from Northern Trust Asset Management, where he was executive vice president and head of international.
03/31/2025
Both roles are newly created, strengthening the Finance team as Nucleus continues to invest in its leadership talent to reflect its growth.
03/31/2025
After a seven year stint as chairman of Waverton, Rosier stepped down as the firm integrated into W1M.
03/28/2025
He will report to Simone Rosti, head of Italy and Southern Europe
03/28/2025
Andy and Lois join the trustee board with the L&G Mastertrust having recently surpassed £30bn in assets under management, growing by a third in under two years.
03/28/2025
He established the M&G Wealth Advice Academy in 2021, demonstrating his commitment to nurturing new talent within the sector and increasing accessibility of advice for consumers.
03/28/2025
Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.