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Executive Moves

05/14/2025

Matt Bennison appointed co-manager of Schroder Income Growth fund

Alongside Sue Noffke, while fees cut and volatility reduction measures announced

05/14/2025

New Head of Private Banking for Investec in the Channel Islands

She is based in Guernsey and leads the business across the Crown Dependencies.

05/14/2025

Investec Bank has Appointed Two Leaders to Head its Financial Intermediary Team

Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team

05/13/2025

Succession planning in the BEKB Board of Directors under the sign of continuity: From Antoinette Hunziker-Ebneter to Annelis Lüscher Hämmerli

The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors

05/13/2025

Ex-Julius Baer executive resurfaces on major asset manager’s board

Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.

05/13/2025

Columbia Threadneedle UK distribution co-head joins Rathbones

As part of a trio of hires to the Rathbones distribution team

05/13/2025

Premier Miton rethinks manager line-up on trio of funds

Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.

05/13/2025

Rathbones AM poaches from Vanguard in hiring spree

The appointments come as the firm attempts to strengthen its advisory offerings.

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.

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