05/13/2025
Rathbones AM poaches from Vanguard in hiring spree
The appointments come as the firm attempts to strengthen its advisory offerings.
Executive Moves
05/09/2025
David Geale appointed executive director for payments and digital finance
In his role David will be responsible for helping to deliver the National Payments Vision and driving the FCA’s work on open banking and digital finance.
05/09/2025
Urs Fehr becomes Head of Communications and Investor Relations
Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.
05/09/2025
Wave of PM exits at Schroders amid sweeping ‘transformation’
Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.
05/09/2025
Private markets platform adds Santander AM chair to board
Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.
05/09/2025
Fund buyer returns to German group to replace outgoing selector
Experienced investment professional returns to Cologne-based fund house and assumes post vacated by Selector 100 investor.
05/08/2025
Citi hires JPMorgan veteran for wealth business
Russell Budnick joins Citi Wealth as global head of capital markets
05/08/2025
Credit Suisse Veteran Joins Private Bank
Sébastien Pesenti has recently become the head of Indosuez Wealth Management’s domestic business in Ticino, Switzerland
05/08/2025
Julius Baer managing director retires
Paul Van Neste retires after nearly 15 years at Julius Baer.
05/08/2025
Nucleus appoints group Chief Risk Officer
Louis joins Nucleus from Brooks McDonald
05/08/2025
Zurich Private Bank Appoints Prominent New Board Member
She succeeds Peter Altorfer, who declined to stand for re-election.
05/08/2025
Selector 100 fund buyer exits for senior role at German private bank
Multi-asset specialist to assume head of portfolio management position at new employer.
05/07/2025
Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses
The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.
05/07/2025
Mirabaud & Cie (Europe) SA strengthens its governance with the appointment of Carlo Thill to its Board of Directors
This appointment is part of the Group’s strategy to consolidate its governance structure in Luxembourg and support its strategic development in Europe.
05/07/2025
Saxo hires Michelle West as UK head of compliance
In her role, Michelle will focus on further enhancing Saxo’s risk and compliance functions, ensuring Saxo maintains the highest standards of operational integrity.
05/07/2025
Flagstone appoints former MoneySupermarket executive to drive billion-pound growth strategy
He brings with him two decades of experience with some of the UK’s fast-growing, consumer-facing finance brands.
05/07/2025
BNP Paribas to announce new Swiss wealth chief
Incumbent Beat Bachmann is moving to take charge of the group’s German wealth management division, which is doubling in size following a takeover.
05/07/2025
EdR names new fixed income sector head
Ex-J Safra Sarasin fixed income PM Gary Girault has joined EdR as the new head of fixed income in discretionary portfolio management in Switzerland.
05/07/2025
Brooks chief risk officer exits after less than two years
Louis Petherick has left Brooks less than two years after being hired to lead the wealth firm's risk function.
05/07/2025
Head of Manchester and North West appointed at UBS Global Wealth Management
His hire was said to reflect UBS' local strategy across the UK and Channel Islands