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Executive Moves

04/02/2025

Rothschild & Co Swiss AM head joins distribution specialist

Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.

04/02/2025

Carlton Hood appointed CEO of Guardian

Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team.

04/02/2025

Ex-Amundi Switzerland CEO joins Zurich advisory firm as partner

Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.

04/02/2025

Beckett IM changes leader as it buys advice firm

Gavin Wood replaces Ian White as managing director of the boutique as it completes the purchase of Suffolk-based financial planning firm Green Rose

04/01/2025

Oak Group celebrates 12 promotions across its global offices

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

Private bank Cité Gestion appoints four partners

All of the newly-promoted partners are experienced private bankers.

04/01/2025

Marcuard Heritage hires former Credit Suisse HR specialist

The election of a new Board member underscores this ambition.

04/01/2025

UBS GWM names investment management head in reshuffle

Bruno Marxer is to retire after more than 35 years in the industry.

04/01/2025

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

The appointment is effective from 1 April 2025.

04/01/2025

Former Schroders head of UK to join SJP as CEO of wealth management

The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).

04/01/2025

FINMA Executive Board: Birgit Rutishauser to leave FINMA

FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.

04/01/2025

Quilter appoints Cat McInally to further strengthen technical support for advisers

She joins the business in a new role supporting advisers across the north of the UK.

04/01/2025

Aberdeen Investments poaches John McCareins from Northern Trust

In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise

03/31/2025

Financial Planning Standards Board seeks candidates for 2026 board of directors

Nominations must be submitted by Friday, 2 May 2025

03/31/2025

J Safra Sarasin's portfolio manager Godziek is digging beyond AI

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

Ex-Amundi Switzerland CEO joins asset management consultancy

Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.

03/31/2025

Hampden Bank chair Simon Miller to retire from the board

David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.

03/31/2025

Aberdeen Investments appoints John McCareins as chief client officer

He joins Aberdeen from Northern Trust Asset Management, where he was executive vice president and head of international.

03/31/2025

Nucleus strengthens financial leadership team with two new roles

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

Waverton chair David Rosier retires

After a seven year stint as chairman of Waverton, Rosier stepped down as the firm integrated into W1M.

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