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Executive Moves

01/12/2026

Morningstar’s CIO leaves to found consulting business

Dan Kemp leaves Morningstar after nearly 12 years at the fund data provider.

01/12/2026

S&W adds new partner to private client tax services team

Graham Charlton previously held senior roles at KPMG, PwC and Bishop Fleming.

01/09/2026

Wealth Club hires Susannah Streeter as chief investment strategist

Prior to that, she was at the BBC’s Economics and Business Unit as a senior correspondent and financial news anchor.

01/09/2026

ING appoints new UK chief risk officer

She will also lead strategic initiatives to strengthen risk culture and regulatory compliance across the organisation.

01/09/2026

DNB AM hires French-speaking head

Bénédict Fatio has joined the Norwegian subsidiary to further develop French-speaking Europe.

01/09/2026

New Year Promotions at Crestbridge Family Office Services

One of four promotions within the client services team, Charlotte Williamson has been made an Associate Director.

01/09/2026

Cazenove Capital pair join Rathbones as investment directors

Follows December's addition to Luxembourg Sicav range

01/09/2026

Schroders Capital bolsters Securitized Product & Asset-based Finance team with Investment Director

Brad brings extensive experience and industry relationships to his new role, making him core to building and supporting the SP&ABF team’s products and clients.

01/09/2026

BlackRock names new international CIO for fundamental equities

The unit will have a new 'dual CIO' arrangement spanning UK and US offices.

01/08/2026

Benjamin Marché joins Eversheds Sutherland as head of its Banking & Finance offering in Paris

Benjamin joins the global law firm alongside Associate Yasmina Taki.

01/08/2026

Novia Global appoints Mike Phillips as commercial director

Phillips joins from BNP Paribas where he was also commercial director

01/08/2026

Alan Richardson moves to MAB to strengthen protection proposition

When mortgage brokers provide protection advice, ensuring strong customer outcomes

01/08/2026

Nordic Asset Manager Appoints Head of Western Switzerland

The Norwegian asset manager DNB is expanding into Western Switzerland and has recruited a regional head to lead the effort.

01/08/2026

Tyndall renames Downing European fund

Following Tyndall’s appointment as the fund’s investment adviser

01/08/2026

Praxis announces senior leadership updates aligned with growth strategy

In Guernsey, Lucy Kirby (Group Head of Projects) and Samantha Le Brun have both been promoted to Director.

01/08/2026

VG announces six career promotions in new year growth plans

In Private Wealth, Eve Smith has been promoted to Senior Trust Officer and George Sheehy who joined VG as a trainee has gained promotion to Trust Administrator.

01/08/2026

Nivalion Appoints Banker as Investor Relations Manager

As of the beginning of the year, Nivalion appointed Kevin Vonwil as Partner and Head of Investor Relations Switzerland & Liechtenstein.

01/08/2026

BIL announces the appointment of Head of Communications & Branding

In this role, she will oversee the Bank’s corporate communications, branding strategy, and reputation management, supporting BIL’s transformation and strategic development.

01/08/2026

Architect of Ticino’s Crypto Hub Joins Private Bank

With this move, the Swiss unit of Banque Internationale à Luxembourg gains a seasoned expert at the intersection of the public sector

01/08/2026

TSC Real Estate Germany announces the termination of Berthold Becker Managing Director position – Liana Frank to ensure continuity and drive growth

Berthold Becker is released from his role as Managing Director, effective as of December 22nd, 2025

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